KIOXIA is trading 5% down today at ¥58,770 as investors reassess the durability of the AI-driven memory supercycle amid a broader semiconductor selloff.
- Concerns regarding potential oversupply and heavy AI capital expenditure following major U.S. tech earnings are weighing on market sentiment.
- The pullback reflects growing pressure on memory chip pricing as the market evaluates the long-term sustainability of AI-related demand.