Added to YB: 2026-05-27
Pitch date: 2026-05-25
285A.T [neutral]
Kioxia Holdings Corporation
+17.97%
current return
Author Info
Company Info
Kioxia Holdings Corporation engages in research, development, manufacturing, sales, and other services of memory and related products for solid state drives (SSDs) and storage and smart devices in Japan, North America, Europe, and Asia.
Market Cap
JPY 45.6T
Pitch Price
JPY 66.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
39.24
P/E
82.54
EV/Sales
19.83
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Monday brief - Some events to pay attention to and additional AI musings ($285A)
285A.T (quick overview): NAND flash maker positioned for AI 2.0's 'agentic inference' shift requiring massive long-term memory vs today's HBM/DRAM-focused 'answer inference.' Kioxia forecasts demand>supply thru FY27. Risks: cyclical commodity biz, China flooding market (relief by 2028), memory optimization efforts, valuation no protection in downturn. Cheaper than SNDK on fwd 4Q EBIT, owns SK Hynix stake. LTAs w/hyperscalers tighter but historically failed in downturns.
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