TSE:285ASemiconductor
Kioxia Holdings (TSE:285A) Is Up 19.6% After Upgrading AI-Driven NAND Outlook And 2026 Guidance – Has The Bull Case Changed?
Kioxia Holdings recently reported past third-quarter results showing higher sales and earnings per share year-on-year, and issued fourth-quarter and full-year 2026 guidance that points to significantly higher revenue and operating profit ranges of about ¥845.0 billion to ¥935.0 billion for the quarter and ¥2.18 billion to ¥2.27 billion for the year.
The company directly linked its stronger outlook to surging demand and firmer pricing for NAND memory used in data centers and AI servers,...