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신에쓰화학."}]},{"direction":"cost","counterparty":"ASML","counterparty_slug":"asml","confidence":"mid","metric":null,"note":"ASML에서 NAND 양산 장비·웨이퍼 매입.","note_en":"Buys NAND fab equipment and wafers from ASML.","sources":[{"stance":"confirms","publisher":"뉴스1","publisher_en":"News1","kind":"news","lang":"ko","published_at":"2025-11-01","url":"https://www.news1.kr/industry/general-industry/5997227","title":"키옥시아 NAND 3위, eSSD 견조","title_en":"Kioxia ranks No.3 in NAND","excerpt":"ASML에서 NAND 양산 장비·웨이퍼 매입.","excerpt_en":"Buys NAND fab equipment and wafers from ASML."},{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kioxia.com/en-jp/ir.html","title":"Kioxia IR","title_en":"Kioxia IR","excerpt":"ASML에서 NAND 양산 장비·웨이퍼 매입.","excerpt_en":"Buys NAND fab equipment and wafers from ASML."}]},{"direction":"revenue","counterparty":"SSD·전자제품 OEM (비공개)","counterparty_slug":null,"confidence":"mid","metric":null,"note":"AI·데이터센터용 NAND·SSD을(를) SSD·전자제품 OEM에 공급.","note_en":"Supplies NAND/SSD for AI and datacenters to SSD·전자제품 OEM.","sources":[{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kioxia.com/en-jp/ir.html","title":"Kioxia IR","title_en":"Kioxia IR","excerpt":"AI·데이터센터용 NAND·SSD을(를) SSD·전자제품 OEM에 공급.","excerpt_en":"Supplies NAND/SSD for AI and datacenters to SSD·전자제품 OEM."}]},{"direction":"cost","counterparty":"Advantest","counterparty_slug":"advantest","confidence":"mid","metric":null,"note":"Advantest에서 NAND 양산 장비·웨이퍼 매입.","note_en":"Buys NAND fab equipment and wafers from Advantest.","sources":[{"stance":"confirms","publisher":"뉴스1","publisher_en":"News1","kind":"news","lang":"ko","published_at":"2025-11-01","url":"https://www.news1.kr/industry/general-industry/5997227","title":"키옥시아 NAND 3위, eSSD 견조","title_en":"Kioxia ranks No.3 in 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