根据@business，铠侠控股预计在AI数据中心持续扩容的带动下，NAND闪存需求将以每年约20%的速度增长，来源：Bloomberg @business，https://www.bloomberg.com/news/articles/2025-09-30/japan-s-kioxia-sees-ai-driving-strong-memory-growth-for-years?taid=68db5b8ada1c960001cd5aa8&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter。 报道称，这一展望直接归因于超大规模数据中心的AI基础设施建设加速，来源：Bloomberg @business，https://www.bloomberg.com/news/articles/2025-09-30/japan-s-kioxia-sees-ai-driving-strong-memory-growth-for-years?taid=68db5b8ada1c960001cd5aa8&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter。 报道未提及加密货币或代币，对加密市场的影响目前为间接，来源：Bloomberg @business，https://www.bloomberg.com/news/articles/2025-09-30/japan-s-kioxia-sees-ai-driving-strong-memory-growth-for-years?taid=68db5b8ada1c960001cd5aa8&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter。