Kioxia vs Micron
Kioxia and Micron are both placed on 3 of the same AI data center parts in this catalog, spanning layer 2. Kioxia appears on 3 parts in total and Micron on 7.
At a glance
| Kioxia | Micron | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Japan | Boise, United States |
| Primary listing | 285A.T | MU |
| Market cap | 20.38T JPY | 992.9B USD |
| Parts placed | 3 | 7 |
| Layers covered | 1 | 1 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 2 | 2 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- NAND flash — Non-volatile flash memory die — the raw storage medium later packaged into SSDs — that holds data and model artifacts when the system is powered off.
- Drives — The physical NVMe SSD units themselves, in the dense form factors common in AI compute trays, installed directly in a server or storage node.
- Controllers — The chip inside or paired with an SSD that manages NAND wear-leveling, error correction, and the drive's host interface.
The 3 parts both make
| Part | Kioxia | Micron |
|---|---|---|
| NAND flash Layer 2 — Memory & storage | manufacturer disclosed | manufacturer disclosed |
| Drives Layer 2 — Memory & storage | manufacturer disclosed | manufacturer disclosed |
| Controllers Layer 2 — Memory & storage | manufacturer inferred | manufacturer inferred |
Only Kioxia
Every part Kioxia is placed on is shared with the other company.
Only Micron
- HBM layer 2
- DRAM layer 2
- Memory modules layer 2
- CXL controllers & memory expanders layer 2
Named in the same machines
- Nvidia GB300 NVL72 rack teardown
Questions
- Do Kioxia and Micron compete?
- In this catalog they are both placed on 3 of the same parts, across 1 layer: NAND flash, Drives, Controllers. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, Kioxia or Micron?
- Kioxia has 3 placements and Micron has 7. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.