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[Pharaoh Market Watch] Pharaoh’s take: with and committing more than $31 billion to investment, the NAND story may be shifting from a “shortage-driven price surge” to a “capacity expansion race.” The two companies plan to invest over $31 billion in Japan through 2032, with Kioxia funding 60% and SanDisk 40%. Most of the spending will go toward expanding the Yokkaichi and Kitakami facilities, with production targeted to begin around fiscal 2029. #WalshInflationRisk #SchwabExpandsCrypto