Kioxia (285A JP): Undervalued NAND Pure-Play Levered to AI-Driven Enterprise SSD Growth
Management anticipates a rebound in Q2–Q3 due to AI-driven demand and normalized inventories, but the stock trades at a discount to peers due to...
1.1k Views
Japan Morning Connection: Memory Back on and Micron Steps Back from Consumer to Focus on Enterprise
A rotation back towards larger cap names and Memory made a bit of a comeback after a few down days. Quantum computing names are back in favor after...
192 Views
ECM Weekly (16 June 2025) - Haitian, Sanhua, Kitazato, Primo, Kioxia, Xtalpi, Horizon, Keymed, Wuxi
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
530 Views
What Is Kioxia? And Should You Bother? Part 1: Why NAND Is so Hard (And Not Attractive)
​Tier-2 NAND memory supplier Kioxia faces challenges with high Capex and R&D costs, low Free Cash Flows, and lagging behind technology leader SK...
767 Views
Semicon West: Big Shifts in the NAND Market
Semicon West is “back”! Participation this year was up 65% compared to 2022, and I believe it’s an all-time high for visitors! Over 25,000...
428 Views