Back to News

Kioxia shares fall up to 15% on cautious Q3 outlook, AI memory demand concerns

#kioxia#nand#ai#memory-semiconductors

Kioxia Holdings Corp.'s shares fell up to 15% on Monday, their steepest drop in three months, after the Japanese memory maker's cautious Q3 outlook disappointed investors. The decline raised concerns that AI-driven memory demand growth may be slowing.

Coverage timeline

  1. Techmeme
    NAND maker Kioxia's shares fell up to 15% on Monday after its cautious Q3 outlook disappointed investors, raising concerns that AI-driven growth may be slowing (Bloomberg)

    Bloomberg : NAND maker Kioxia's shares fell up to 15% on Monday after its cautious Q3 outlook disappointed investors, raising concerns that AI-driven growth may be slowing — Kioxia Holdings Corp.'s shares fell by their most in three months after the Japanese memory maker's cautious outlook inflamed concerns …

Related stories

  • AI hyperscaler demand quintuples flash memory prices, shifting power from Apple to suppliers

    According to a Wall Street Journal report, surging demand from AI hyperscalers has quintupled flash memory prices, fundamentally shifting negotiating power in the market. Apple, which for years pressured flash-storage makers into steep discounts, now faces suppliers like Kioxia who hold the upper hand as AI firms bid up prices and consume supply.

    1 reports · 1 sources

  • Nvidia in talks to acquire or invest in Reflection AI, possibly as acquihire

    The Financial Times reports, citing sources, that Nvidia is in talks to acquire or increase investment in US open-weights AI startup Reflection AI. The deal may be structured as an acquihire to avoid antitrust scrutiny, and the Trump administration hopes the company will rival cheap Chinese alternatives such as DeepSeek.

    1 reports · 1 sources

  • Fired OpenAI safety researchers urge halt to AI monitoring work, dispute misconduct claims

    Three fired OpenAI safety researchers—Jasmine Wang, Tomek Korbak, and Mikita Balesni—published an open letter urging AI labs to halt work that could impair AI monitoring, saying their dismissals are chilling remaining staff. OpenAI defended the firings, citing an investigation that found they violated policies on handling sensitive information, while the researchers dispute the claims and say they were fired for prioritizing safety over company interests.

    7 reports · 5 sources365 points · 228 comments

  • Anthropic reports Q3 revenue of $16.8B, adjusted profit ahead of IPO

    Anthropic told investors on Wednesday that its Q3 revenue rose to $16.8B from $11.5B in Q2, with adjusted operating margins of 11% and $1.70 in revenue per $1 spent on computing. Distillation accounted for 5-7% of revenue, and some investors discussed a ~$1.5T IPO valuation, down from ~$2T expected, due to slowing growth.

    4 reports · 2 sources

News updates every hour. Subscribe in your RSS reader to get new stories automatically.

Subscribe