KIOXIA is trading approximately 5% down at ¥58,850 as investors react to reports that Apple is exploring memory-compression technology that could curb future DRAM and NAND requirements.
- The stock is sliding alongside a roughly 4.15% drop in memory-chip peers, as the market reassesses the durability of the AI-driven memory upcycle.
- Sentiment is being pressured by potential demand headwinds from a top customer, signaling a shift in how much hardware may be needed for future devices.
- Investors are weighing whether technological optimizations like compression will offset the recent surge in memory demand driven by artificial intelligence.