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[M.2 NAND SSD solid state drive technology. engineer person hold hardware device to upgrade desktop or laptop.] Andrii Atanov China’s Yangtze Memory Technologies Co. (YMTC) is aiming to overtake Samsung Electronics (SSNLF [https://seekinga…
[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…
Data Center by Caureem via Shutterstock (2) Do memory stocks have a problem? Despite reporting massive revenue growth and rising profits, many memory stocks are on a downswing. Sandisk (SNDK) was the most recent victim, as the stock fell m…
Chip and memory stocks tumbled for a third consecutive day as investors reacted to the debut of Moonshot AI's Kimi-K3 [https://seekingalpha.com/news/4614754-alibaba-backed-moonshot-debuts-kimi-k3-worlds-largest-open-weight-ai-model], but m…
This article first appeared on GuruFocus. Asian technology stocks came under pressure after Samsung Electronics (SSNLF), the world's largest memory chipmaker, reported quarterly profit that surged 19-fold on strong AI demand but exceeded a…
This article first appeared on GuruFocus. Kioxia Holdings (KXIAY) could be attracting fresh investor attention as executive pay at the Japanese flash memory maker surged alongside rising global demand for AI-related chips. Chairman Stacy S…
Semiconductor by Gorodenkoff via Shutterstock Aehr Test Systems (AEHR) shares experienced a sharp upward move driven by the announcement of a new production order, reflecting growing confidence in the company's positioning within the semic…
This article first appeared on GuruFocus. Japanese stocks took a sharp hit on Monday as investors moved out of AI-linked names, with strong US jobs data raising the possibility that the Federal Reserve may keep interest rates higher for lo…
This article first appeared on GuruFocus. Kioxia Holdings Corp. (KIXIAY) is quickly becoming one of Japan's most important AI-linked market stories. The memory chipmaker's market value briefly moved above Toyota Motor Corp. on Wednesday, m…
This article first appeared on GuruFocus. Japanese stocks are coming under fresh pressure as rising long-term bond yields begin to test one of the market's biggest assumptions: that corporate earnings can keep absorbing higher borrowing co…
Sandisk (SNDK) stock extended gains on May 19 after Citi’s senior analyst Asiya Merchant issued a bullish note on the semiconductor giant specializing in flash memory products. In her research note, Merchant maintained a “Buy” rating on SN…
[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…
In a recent piece, I had highlighted how Morgan Stanley believes that the “exceptional” demand for memory chips will normalize, and consequently Nvidia (NVDA) will be the one to come out on the winning side because of this. Yet, even in a…
(Bloomberg) — Japanese equities are enjoying a knockout start to 2026 as Prime Minister Sanae Takaichi’s growth policies propel stocks from chips to defense to the top of developed market rankings. The three best performers on the MSCI Wor…
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…
I like diving into more unconventional companies investors may not have heard of. In this piece, I decided to do just that—look at the top-performing AI stock many investors may not have heard of. I say that because I'm one such investor w…
The world’s hottest (AI) stock this year wasn’t Nvidia, Microsoft, or any Silicon Valley giant. It was Kioxia Holdings, a Tokyo-listed maker of memory chips that rode artificial intelligence’s (AI) exploding demand for data storage to extr…
Canadian hedge-fund manager Xavier Majic is skating circles around the competition this year. 60%+ That's how much his Maple Rock Capital Partners is up this year through November, according to people familiar with the $3 billion fund. Con…
Xavier Majic’s hedge fund is up over 60% this year thanks to a big bet on makers of hard drives and memory chips. Continue Reading
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…