KIOXIA is trading 4.3% down at ¥59,250 after reports that Apple is exploring memory-compression technology that could reduce NAND flash and DRAM requirements in its devices.

  • The prospect of a major customer limiting future memory purchases has pressured the broader memory-chip sector and sparked concerns over long-term demand.
  • Investors are reassessing the durability of the memory upcycle, specifically for suppliers with high exposure to Apple's hardware ecosystem.
  • The decline also reflects a period of profit-taking following strong recent gains for the stock.