铠侠CEO太田表示，铠侠与闪迪计划在未来六年内合计投入5万亿日元资金，其中涵盖对新建生产设施的专项投资。
这一重大投资规划，无疑将为两家公司在存储芯片领域的持续扩张注入强劲动力。太田在公开场合透露了上述战略布局，强调这一巨额资本开支将贯穿未来六个财政年度。
值得注意的是，这笔庞大投资不仅限于现有产能的升级改造，更将重点投向全新的生产设施建设。此举或预示着两家公司对全球存储市场需求前景持乐观态度，并试图通过扩大产能来巩固其市场地位。
分析人士指出，如此规模的联合投资计划，在半导体行业实属罕见，反映出存储芯片竞争格局正在发生深刻变化。随着人工智能、数据中心等下游应用对高性能存储解决方案的需求激增，铠侠与闪迪显然不愿在产能竞赛中落于人后。
太田的表态，为市场观察者提供了关于这两家NAND闪存巨头未来技术路线图和产能扩张时间表的重要线索。业界将密切关注这笔资金的具体流向以及新工厂的选址和建设进度。
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