Semiconductors
Memory & Advanced Packaging
DRAM, NAND, HBM — remembering and stacking
2 articles
Kioxia: The Company That Invented NAND Flash — and Still Bets Everything on It
Kioxia is the pure-play NAND flash maker descended from Toshiba Memory — the business that invented NAND flash in 1987. Renamed in 2019 and listed on the Tokyo Stock Exchange in December 2024, the original NAND house now rides the AI storage boom while remaining fully exposed to the memory cycle. This deep dive unpacks its revenue mix, technology, joint-venture fabs and market position using IR figures and global market-share data.
記事を読む Memory / News AnalysisKioxia Stock Crash Explained: ¥30 Trillion Erased One Month After Passing Toyota — the Real Trigger, and What Did Not Break
Kioxia Holdings shares hit limit-down on July 17, 2026, falling 16% to 52,110 yen — a 52% drop from the closing high of 108,700 yen that wiped out roughly 30 trillion yen (about $200 billion) in market value. The immediate trigger was a U.S. federal jury verdict the day before: about $229 million (roughly 34 billion yen) for patent infringement. Yet that award equals only about 4% of last year's operating profit. Here is the real anatomy of the crash, and what to check before the July 31 first-quarter results.
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