Kioxia

Headlines · 4

1. 3h
   Kioxia market value down about two-thirds from June peak as AI storage rally cools

   Kioxia's market capitalization has fallen from roughly 60 trillion yen in June to about 21 trillion yen in mid-October, a drop of around two-thirds. On Oct. 15 the stock fell as much as about 14% intraday and closed down roughly 12.3%, then ended the next session at 13,375 yen — about 64% below the June 22 high of around 37,565 yen on a split-adjusted basis after the company's 3-for-1 split on Oct. 1. The company reported fiscal 2026 first-quarter revenue of 1.767 trillion yen, operating profit of 1.27 trillion yen and net profit of about 842.2 billion yen for the period through June, and guided to 2.39 trillion yen in revenue and about 1.89 trillion yen in operating profit for the July–September quarter, with results due Oct. 30. The report attributes the pullback to higher interest rates prompting scrutiny of AI data-center financing and returns, plus competitive pressure from China's YMTC, which Counterpoint Research estimates rose to third place in NAND bit shipments in Q2 2026 with about 16.5% share.

   cnBeta · 🔥 9
2. 7h
   Morgan Stanley lifts Q4 DRAM, NAND contract price forecasts; compute still top AI pick

   A Morgan Stanley report raised its memory contract-price forecasts: Q4 2026 DRAM contract prices are now seen up 10–15% quarter over quarter (from +3–8%), with PC DRAM at +13–18% and server DRAM at +10–15%, while NAND moves to +15–20% from +0–5% and enterprise SSDs reach +23–28%. The bank forecasts 2027 HBM average selling prices up 121% year over year, with HBM4 at US$3–5 per Gb and HBM4e above US$5, but says Nvidia's Rubin ramp is behind schedule, with 2026 VR200 NVL72 rack shipments estimated below 10,000 units versus an original target of about 15,000. It keeps its AI supply-chain priority of compute first, networking second and selective memory allocation, and projects DRAM capex of US$98 billion in 2026 (+82%) rising to US$150–160 billion in 2027.

   科技新报 · 🔥 8
3. 4d
   Kioxia unveils GP1 SSD with over 20M IOPS, aiming at DRAM in AI

   Kioxia has announced a faster version of its GP-series drive that exceeds 20 million IOPS when reading 512-byte data blocks at random, roughly double the approximately 10 million IOPS of the GP1 unveiled in August 2026. The new model uses third-generation XL-FLASH memory, which the company says delivers three times the read speed and about 150% higher write speed, as part of a plan to offer flash storage approaching memory-class speed and challenge DRAM in AI markets. Kioxia also showed the LD4, a single-port QLC drive in E1.L format with a four-lane PCIe 5 link, offered in 15.36 TB and 30.72 TB capacities, though no speed or endurance figures were released.

   TechRadar · 🔥 0
4. Oct 9
   Kioxia unveils E1.L SSDs with up to 122.88TB for hyperscale storage

   Kioxia introduced its LD4-series E1.L solid-state drives with capacities up to 122.88TB, aimed at read-intensive workloads such as AI data repositories and object storage in hyperscale data centers, using BiCS8 3D QLC NAND and NVMe 2.0e compliance while running at PCIe 4.0 x4 speeds of roughly 7.88 GB/s. The company is sampling 15.36TB and 30.72TB drives to select customers, but has not disclosed sequential/random performance, endurance, power consumption, or when the 122.88TB version or mass production will arrive. The drives will be demonstrated at the OCP Global Summit in San Jose in mid-October.

   Tom’s Hardware · 🔥 0

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