KIOXIA is trading 3.3% down at ¥59,860 following a sharp pullback in memory-chip names and fresh concerns regarding future demand from major customer ecosystems.
- Reports indicate Apple may adopt memory-compression technology, which could significantly reduce long-term DRAM and NAND requirements.
- The news has prompted widespread profit-taking in a sector that has rallied strongly this year, cooling the recent semiconductor surge.
- The development adds a layer of uncertainty to the bullish AI-driven memory supercycle narrative that has previously bolstered investor sentiment.