Kioxia’s ¥1.8 Trillion Fab3 Bet Puts Tokyo’s Subsidy Pen at the Center of a NAND Supercycle
The numbers attached to Kioxia's latest expansion blueprint are staggering even by the standards of the capital-hungry memory-chip industry. More ...
Tag: Kioxia
Kioxia’s ¥5 Trillion Wager Hangs on Tokyo’s Blessing — and a Korean Wildcard
The arithmetic of memory-chip demand has a way of forcing awkward conversations. Kioxia's management now finds itself juggling two of ...
Kioxia’s Unsettling Arithmetic: Record Profits, a $229 Million Verdict, and a Stock Still Searching for Its Floor
The numbers coming out of Kioxia's first fiscal quarter would be the envy of almost any technology company on the ...
Kioxia Caught in the Crossfire: A Guidance Shock, a Sector-Wide Sell-Off, and the Battle for AI Memory Supremacy
The arithmetic of the current memory-chip cycle is brutal: a company can post record numbers, beat every estimate on the ...
Kioxia’s Autumn Crossroads: A Split, a Buyback, and a Market Demanding Answers
The arithmetic of Kioxia's current situation is almost jarring. The Japanese memory-chip maker just delivered a quarter that would be ...
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