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China’s YMTC overtakes Kioxia, Micron in global NAND shipments: Counterpoint
[Samsung Electronic Announces Creation Of 32 Gigabyte Flash Memory Device] Chung Sung-Jun/Getty Images News China’s Yangtze Memory Technologies (YMTC) is rapidly gaining ground in the global NAND memory market, ranking third by shipments i…
Kioxia prepares for US listing after surging 300% this year on TYO
[Tokyo skyline with Japan Radio ( TV ) Tower and Fuji mountain at sunset] Elena Zolotova/iStock via Getty Images Kioxia Holdings (KXHCF [https://seekingalpha.com/symbol/KXHCF])(KXIAY [https://seekingalpha.com/symbol/KXIAY]) is making prepa…
Activist Sees 55% Upside in Toto on AI Memory Push
This article first appeared on GuruFocus. Activist fund Palliser Capital has taken a stake in Toto Ltd. (TOTDY) and is pressing management to better articulate the value of a business that could place the company closer to the center of th…
Should You Chase the Monster Memory Rally in Kioxia Stock?
Kioxia has rapidly risen to one of the most talked-about stocks in the global memory industry following its aggressive outlook, which has seen widespread gains in the entire NAND complex. Investors are suddenly reassessing the entire indus…
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) shares climbed about 2% Thursday as optimism spread through the semiconductor sector following strong earnings from Tokyo?listed Kioxia Holdings (KXIAY). Investors res…
Stocks Mixed on Strength in Chipmakers and Weakness in Cisco Systems
The S&P 500 Index ($SPX) (SPY) today is up +0.20%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.10%. March E-mini S&P futures (ESH26) are up +0.26%, and March E-mini Nasdaq…
Kioxia Shares Surge Over 13 Times as AI NAND Demand Tightens
This article first appeared on GuruFocus. Kioxia Holdings Corp. (KXIAY) is increasingly being viewed as a differentiated way to play AI infrastructure, as demand for high-density NAND storage rises alongside the buildout of AI data centers…
Kioxia and Sandisk Extend Yokkaichi Joint Venture Agreement Through 2034
TOKYO & MILPITAS, Calif., January 29, 2026--(BUSINESS WIRE)--Kioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A), and Sandisk Corporation (NASDAQ: SNDK) today announced the extension of their joint venture agreeme…
Memory Maker Kioxia Names New CEO to Navigate AI Chip Boom
Bloomberg (Bloomberg) -- Japanese flash memory maker Kioxia Holdings Corp. is promoting Executive Vice President Hiroo Oota to chief executive officer and president in a move aimed at expanding its presence in the booming memory chip marke…
Asian shares rise, taking their cue from Wall Street's winning streak
MANILA, Philippines (AP) — Asian shares rose on Thursday, taking their cue from Wall Street, where a winning streak extended to a fourth straight day. U.S. futures were nearly unchanged while oil prices declined. Japan’s Nikkei 225 added 1…
Seagate Stock Is Getting Crushed. Here’s What Spooked the Market.
Shares of data storage and memory chip companies like Western Digital Seagate Technology and Micron Technology fell Thursday after Japanese competitor Kioxia Holdings reported a steep drop in profit. Seagate and Western Digital, which spec…