KIOXIA is trading 4.6% down today at ¥59,010 as investors reassess the durability of the AI-driven memory supercycle and rising NAND oversupply risks.
- The decline follows a broader tech and semiconductor pullback amid renewed concerns regarding heavy AI infrastructure spending and long-term profit visibility.
- Sentiment toward AI-related memory names has turned increasingly cautious, triggering profit-taking in recently strong performers like KIOXIA.