Takaichi has a market friendly approach. Nikkei is having a strong rally. It broke the cup it had formed since 1989 and started a new rally. Kioxia reached record levels in its FY2025 Q3 earnings. Revenue rose to 543.6B¥, while net profit came in at 89.5B¥. The most critical detail here is demand created by massive investments aimed at AI and data center buildouts. Kioxia management announced that all of its NAND production capacity for 2026 has already been fully sold out due to strong infrastructure needs on the data center side. It’s a competitor to $MU and Samsung. .. The stock is priced with a strong growth premium. But as long as global infrastructure demand for the NAND/SSD hardware the company produces remains this strong, the market will likely continue to view this high valuation as reasonable.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
$KXIAY 285A 🇯🇵
Takaichi has a market friendly approach. Nikkei is having a strong rally. It broke the cup it had formed since 1989 and started a new rally.
Kioxia reached record levels in its FY2025 Q3 earnings. Revenue rose to 543.6B¥, while net profit came in at 89.5B¥. The most critical detail here is demand created by massive investments aimed at AI and data center buildouts. Kioxia management announced that all of its NAND production capacity for 2026 has already been fully sold out due to strong infrastructure needs on the data center side. It’s a competitor to $MU and Samsung.
..
The stock is priced with a strong growth premium. But as long as global infrastructure demand for the NAND/SSD hardware the company produces remains this strong, the market will likely continue to view this high valuation as reasonable.