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The scale of the planned NAND buildout matters less than its sequencing. SanDisk and Kioxia intend to invest more than $31 billion in Japan through 2032, subject to government support, with the new Kitakami fab targeting FY2029 production. That timeline creates a useful demand test: if AI inference, data retention and cloud workloads deepen before capacity ramps, added enterprise SSD supply could meet a durable market. If orders lag, the same expansion may pressure the NAND balance. Capacity milestones, customer commitments and cash flow should be more informative than headline spending. Not advice, just analysis. #NANDCapacityExpansion