Kioxia Holdings Corp Ordinary Shares

285A: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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NAND Prices Remain Robust as AI Demand Deepens Memory Shortage, but Long-Run Risks Look Exacerbated

Jing Jie Yu

Nov 2, 2026

Business Strategy and Outlook

Kioxia is the third-largest NAND memory semiconductor manufacturer globally, with a 14% shipment share as of 2024. NAND memory chips are the primary form of data storage in various electronic devices and are increasingly being adopted in electronic infrastructure.

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Kioxia Holdings Corp Ordinary Shares

NAND Prices Remain Robust as AI Demand Deepens Memory Shortage, but Long-Run Risks Look Exacerbated

Business Strategy and Outlook

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