---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000470227.md"
description: "Kioxia says customers locking in supply for 2027 & 2028 . Memory contracts are normally 1 year. Now they’re signing 3-4 year deals. This is not a cycle, this is structural demand from AI inference. $Sandisk(SNDK.US) owns 50% of JV with Kioxia. Pricing power just got permanent. 🔒"
datetime: "2026-02-13T07:42:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000470227.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000470227.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000470227.md)
author: "[Dolphin fans](https://longbridge.com/en/profiles/22806310.md)"
generator: "portal-rs"
---

# Kioxia says customers locking in supply for 2027 &…


### Related Stocks

- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**