Added to YB: 2026-05-27
Pitch date: 2026-05-25
285A.T [neutral]
Kioxia Holdings Corporation
-5.36%
current return
Author Info
Company Info
Kioxia Holdings Corporation manufactures and sells memory and solid-state drives (SSDs) in Japan and internationally.
Market Cap
JPY 35.7T
Pitch Price
JPY 66.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.84
P/E
64.86
EV/Sales
15.62
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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