KIOXIA is trading at ¥55,770 (-9.87%) as investors sell off memory-chip stocks amid renewed concerns over AI infrastructure spending and NAND oversupply.
- Market sentiment for semiconductor stocks turned bearish following Alphabet’s guidance for higher AI capital expenditures, which sparked caution regarding near-term returns.
- Broader tech sector pressure intensified as investors weigh the sustainability of massive AI investments against potential overcapacity in the memory market.