YMTC

Headlines · 2

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. 5d
   AI memory squeeze: PC shipments fall 20%, but Lenovo and Dell earn more

   IDC data cited by the report shows global PC shipments of 62.7 million units in Q3 2026, down 20.1% year on year, with all top five vendors — Lenovo, HP, Dell, Apple and ASUS — declining (Apple -11.3%, HP -30.9%). The article attributes the pressure to AI datacenters taking memory capacity: a 16GB DDR5 module reportedly rose from about 300 yuan in September to about 1,400 yuan in January, and DRAM plus SSDs grew from roughly 15% to nearly 40% of PC cost, forcing vendors to raise prices and reprice far more often. Profits diverged: Apple's Mac revenue rose 29% to $10.35 billion, ASUS brand operating profit rose 230%, Lenovo's ISG revenue grew 98% and swung to profit, and Dell's AI server revenue of $16.4 billion exceeded its PC business, while HP's Personal Systems operating margin fell to 4.6%.

   钛媒体 · 🔥 0

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