KIOXIA is trading approximately 9.9% down today at ¥55,760 as traders aggressively take profits after a sharp recent rally and reassess the durability of AI-driven demand in memory.
- Growing skepticism over the near-term returns on heavy AI infrastructure spending is weighing on investor sentiment.
- Rising concerns regarding NAND flash oversupply are threatening to pressure pricing and margins across the memory sector.
- The sell-off reflects a broader move by investors to reduce exposure to memory makers as they question the sustainability of current growth trends.