Kioxia Holdings Corporation (KXIAY)
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Kioxia: Buy The Normalization, Not The 75% Margin
Kioxia Holdings delivered a blockbuster quarter, driven by tight NAND supply and soaring prices, with a 75% operating margin and robust cash generation. KXIAY and Sandisk plan a ¥5 trillion ($31B) NAND investment through 2032, but major capacity additions won't impact supply until 2029 or later. AI-driven enterprise SSD demand is structurally supporting NAND pricing, while consumer markets remain weak; Kioxia is pursuing long-term agreements to stabilize future volumes.
Kioxia stock slips ahead of earnings: what's next for Japan's memory giant?
Kioxia Holdings stock continued its steep decline today, reaching its lowest level since May 15. It has plunged by over 60% from its year-to-date high, erasing billions of dollars in value.
DRAM ETF braces for key Samsung, SK Hynix, Kioxia, Seagate earnings
The Roundhill Memory ETF (DRAM) is bracing for a pivotal week that could make or break its performance. DRAM has already plunged by over 31% from its highest point this year, and key earnings this week will determine its trajectory.
Kioxia stock: Why Japan's memory giant is sliding despite record demand
Kioxia's stock price has plunged since reaching a record high in late June, falling from ¥112,750 to ¥63,100 today. The shares have dropped to their lowest level since May 29, mirroring the broader selloff across memory-chip stocks while significantly underperforming the Nikkei 225 Index.
Samsung and SK Hynix still have one advantage Japan can't match, says Kioxia dealmaker
Kioxia became Japan's most valuable listed company as the AI memory boom sent shares soaring. Bain's dealmaker says South Korea's chip champions benefit from faster, centralized decision-making.
Here's why Samsung, SK Hynix, and Kioxia stocks are diving today
Top Asian stocks in the memory industry retreated sharply today, July 2, as profit-taking gained steam. In Japan, Kioxia stock retreated to ¥75,160, down by 33% from its highest point this year.
Kioxia shares slump 12% as AI-related stocks fall
Shares of Japanese chipmaker Kioxia slid 12% on Friday after a report that ChatGPT maker OpenAI was considering delaying its initial public offering sparked a selloff in AI-related shares.
Kioxia: Still A 'Buy' Considering ADS Listing And LTAs
Kioxia Holdings (KXIAY) remains a Buy, driven by an anticipated ADS listing and expanding long-term agreements (LTAs). Kioxia's U.S. listing, targeted for FY27, is expected to narrow its P/E discount vis-a-vis its peer Sandisk. Multi-year LTAs covering 50% of 2028 shipments provide meaningful revenue visibility, transforming Kioxia from a cyclical play to a more durable investment.
Japan's Kioxia stock is beating Micron, Sandisk, SK Hynix: here's why
Global investors have focused on the performance of top memory stocks like Micron (MU), Sandisk (SNDK), and SK Hynix this year as they surpass their all-time highs each week. However, Kioxia stock, a top competitor, is beating all of them by a large margin.
Sandisk: Leveraging Japan's State Support Through The Kioxia Partnership
This article focuses on an analysis of the partnership between SanDisk and Kioxia, outlining the strategic role of each company. Competitive advantages that form SNDK's "economic moat" have been identified, supporting the "Buy" rating. A detailed analysis of the financial statements for Q3 FY2026 reveals many interesting points.
Kioxia: Bullish On Organic And Inorganic Moves
I rate Kioxia Holdings as a 'Buy,' after assessing the value-accretive actions it has taken within and outside the company. KXIAY's minority investment in Nanya and extension of the Sandisk joint-venture have positive effects on its procurement and production capabilities, respectively. I also like how Kioxia has been optimizing its revenue mix, accelerating technology adoption, and reducing its net gearing over time.
Memory chipmaker Kioxia, retail operator Pan Pacific to be added to Nikkei index
Japanese memory chipmaker Kioxia and Pan Pacific International Holdings , which has major discount retailer Don Quijote under its wing, will be added to Japan's Nikkei from April, the publisher of the stock average said on Thursday.
