Kioxia releases first-half fiscal 2026 earnings with cautious outlook
3 Nov 1 · 10d ago · 2 articles · 2 posts · 2 sources · development 3 of 3
Kioxia released earnings results on October 30 with a profit outlook that disappointed investors and suggested demand growth may be moderating.
“Kioxia Holdings Corp.'s shares fell as much as 15% on Monday after the Japanese memory maker's cautious outlook disappointed investors, flaring up concerns that the explosive growth driven by artificial intelligence may be leveling off.”
Takashi Mochizuki, Bloomberg Tech correspondent · rss ↗Kioxia Holdings Corp. Japanese memory chipmakerSK Hynix South Korean memory chipmaker competitor
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What was reported 1 claim about this development
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first by Bloomberg Tech, 10d ago · also Bloomberg, Tech in Asia
3 more headlines
- Kioxia Shares Sink After Outlook Shows Demand Leveling Off Bloomberg · 9d ago
- Kioxia shares fall as outlook raises concerns over AI demand Tech in Asia · 9d ago
- NAND maker Kioxia's shares fell up to 15% on Monday after its cautious Q3 outlook disappointed investors, raising concerns that AI-driven growth may be slowing Bloomberg · 9d ago
What people said 4 voices · verbatim
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Memory stocks tend to look cheapest right before the cycle turns, so I wouldn't lean on the multiple. At ¥11,345 Kioxia is at about 13.6x trailing earnings, with free cash flow around 12% of the market cap, which is what a cycle high tends to look like in the numbers. If demand is leveling off, those earnings are the first thing to shrink. I don't…
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Kioxia Holdings delivered a profit outlook that trailed estimates, warning that an AI-fueled surge in flash memory chip prices was fading after several quarters of breakneck growth. https://www. japantimes.co.jp/business/2026 /11/01/companies/kioxia-chip-prices-stall/?utm_medium=Social&utm_source=mastodon # business # companies # kioxia #…
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I wonder how kioxia can see demand level off when every other memory company's supply can't meet demand.
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¥1.99T last quarter, ¥2T guided next quarter. The market priced in an AI boom, not flat profits. 🫠
All 3 developments of Kioxia shares tumble 15% after cautious earnings outlook →
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