KIOXIA is trading at ¥59,390 (-4.02%) following a sharp pullback tied to renewed doubts about the AI memory supercycle and concerns regarding NAND oversupply.

  • The decline aligns with a broader semiconductor and tech-sector selloff as market sentiment shifts.
  • Investors are increasingly cautious, reassessing heavy AI capital expenditures against weaker-than-expected near-term returns across the industry.