KIOXIA is trading 3.9% down at ¥59,450 following reports that Apple is exploring memory-compression technology that could reduce future DRAM and NAND usage.
- The potential shift by Apple is pressuring demand expectations for key suppliers, as the technology could lower physical memory requirements in future hardware.
- The decline aligns with a broader 4.15% drop across memory-chip stocks as investors reassess the durability of the AI-driven upcycle.
- Market participants are also taking profits following a period of significant gains across the semiconductor sector.