Kioxia

$MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going from 10GW of data center power in 2025 to…

UBS: We expect Kioxia to sustain industry-leading NAND margins versus key peers through CY26-27 due to structural advantages in terms of the manufacturing cost per GB. We expect NAND supply shortages to persists through 2027 while QoQ…

UBS says Kioxia has restricted LTAs to 3-year durations and capped committed volumes at approximately 50%, to benefit from potential price increases relative to competitors. $SNDK $DRAM $EWY https://t.co/TKpVvHmTvb https://t.co/3KFIQerde0

$AMAT just opened the largest joint chip research facility in the world, and all the major chipmakers are in it. The EPIC Center in Sunnyvale, California covers about 600,000 square feet, with nearly four acres of cleanroom space. Spending…

One of the hardest parts of the memory trade is picking the stock. Forecasts have global memory chip revenue going from $200b in 2025 to over $700B in 2027. That's more than triple in two years. The demand side is easy to see. Every AI…

Apple, the industry's toughest price negotiator, has reportedly traded pricing leverage for volume guarantees in a long-term NAND deal, per DigiTimes; Kioxia is tipped as the counterparty and is itself resisting further price hikes.…

Kioxia's CEO, Hiroo Ota, on memory prices and cooperation with SK Hynix: > "Prices have already risen enough." > "We have no idea what prompted (Chey) to say what he did." > Ota said he has instructed his sales teams not to push for…

Kioxia outlines plan to capture AI demand with its new high-speed memory chip Japan semiconductor maker plans to upgrade NAND to replace some DRAM https://t.co/g8EtgSEWGm via @NikkeiAsia