BREAKING
Kioxia value halves in a month
0
%
intraday drop
0
%
off June peak
0
B
USD value erased
0
T yen
June peak value
0
%
YTD surge
0
th
new rank
Why the AI chip rally cooled
1
AI return doubts
↓
2
Chinese memory rivals
↓
3
Cyclical swings
↓
4
Bain full exit
Weak sentiment vs strong orders
Market mood
Near term
●
Profit-taking pressure
●
Retail leverage risk
●
Sentiment outran fundamentals
Business
Fundamentals
●
2026 capacity sold out
●
Constraints into 2027
●
10th-gen BiCS ramping
Rally cools, fundamentals hold
AI NEWS BLITZ
Japanese memory chipmaker Kioxia has lost half its market value in just one month.