Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Equity Bottom-Up

<ul>
<li>Big gains for Sandisk, WD and Seagate. Watch the JP memory supply chain including Kioxia, and Kokusai Elec. </li>
<li>China slapping rare earth export controls on Japan's military heightens tensions and will push defense names higher. Also watch Toyo Engineering for a knee-jerk higher  </li>
<li>Solid prelim numbers from Microchip sets a good tone for the likes of Rohm and Renesas</li>
</ul>


Big gains for Sandisk, WD and Seagate. Watch the JP memory supply chain including Kioxia, and Kokusai Elec. 
China slapping rare earth export controls on Japan's military heightens tensions and will push defense names higher. Also watch Toyo Engineering for a knee-jerk higher  
Solid prelim numbers from Microchip sets a good tone for the likes of Rohm and Renesas


Memory Names Surge Higher as Jensen Huang Calls It An "Unserved Market" On AI Demand Growth

Weekly podcast series by SemiWiki.com, SemiWiki.com

SemiWiki.com

Weekly podcast series by SemiWiki.com

Semiconductor Insiders: A weekly podcast series by SemiWiki.com, the open forum for semiconductor professionals.

<ul>
<li>Kyopsia (formerly Toshiba Memory division) invented NAND flash in 1987 and introduced 3D memory in 2007</li>
<li>3D memory, specifically BIX flash, has increased aerial density and reduced intracell interference</li>
<li>BIX flash technology has enabled stacking memory cells in the vertical direction, increasing density</li>
</ul>
<p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>


Kyopsia (formerly Toshiba Memory division) invented NAND flash in 1987 and introduced 3D memory in 2007
3D memory, specifically BIX flash, has increased aerial density and reduced intracell interference
BIX flash technology has enabled stacking memory cells in the vertical direction, increasing density

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast EP325: How KIOXIA is Revolutionizing NAND FLASH Memory

Equity/Index & Cross Asset Volatility Specialist, Cameron Design

Jay Cameron

Equity/Index & Cross Asset Volatility Specialist

Cameron Design

We specialize in financial products and volatility. Our strategies balance speed, data, and risk control to capture opportunities across global markets. Our research leverages AI and data analytics to continuously refine our algorithms and adapt to evolving market dynamics.

Equity Derivatives

<ul>
<li>Kioxia is positioned as a key player in "Inference at Scale" within the AI infrastructure ecosystem, leveraging its proprietary, power-efficient CMOS directly Bonded to Array (CBA) NAND flash technology.</li>
<li>Exceptional market performance has been driven by AI-centric SSD demand, leading to a 540% return in 2025 and a strong operating profit recovery.</li>
<li>Key requirements being checked off and high trading volumes position Kioxia as a possible candidate for potential future inclusion in the Nikkei 225 index.</li>
</ul>


Kioxia is positioned as a key player in "Inference at Scale" within the AI infrastructure ecosystem, leveraging its proprietary, power-efficient CMOS directly Bonded to Array (CBA) NAND flash technology.
Exceptional market performance has been driven by AI-centric SSD demand, leading to a 540% return in 2025 and a strong operating profit recovery.
Key requirements being checked off and high trading volumes position Kioxia as a possible candidate for potential future inclusion in the Nikkei 225 index.


Kioxia’s AI Rebirth: CBA Technology and the Nikkei 225 Question

<ul>
<li>Tape will be weak to start, but may find dip buying given the bullish read from Micron which is helping send futs higher </li>
<li>Chinese ex-ASML engineers have reversed engineered a EUV lithography machine. Not awesome news for Lasertec and Jeol either. </li>
<li>China cooling on Japan has led to a big drop in tourist arrival growth rates. Expected - but still negative for duty free, hotels and rails etc. </li>
</ul>


Tape will be weak to start, but may find dip buying given the bullish read from Micron which is helping send futs higher 
Chinese ex-ASML engineers have reversed engineered a EUV lithography machine. Not awesome news for Lasertec and Jeol either. 
China cooling on Japan has led to a big drop in tourist arrival growth rates. Expected - but still negative for duty free, hotels and rails etc. 


Tech Hit on Financing Worries, but Micron Guidance Smashes Estimates

<ul>
<li>Micron numbers will be amazing, but will they be enough to justify the parabolic price actions? Likely, yes. </li>
<li>Intel hiring a Trump proxy a further sign its aligning itself with the Govt's designs for onshore chip production. </li>
<li>Estee lauder is surging but what about Shiseido and Kose? </li>
</ul>


Micron numbers will be amazing, but will they be enough to justify the parabolic price actions? Likely, yes. 
Intel hiring a Trump proxy a further sign its aligning itself with the Govt's designs for onshore chip production. 
Estee lauder is surging but what about Shiseido and Kose? 


Tech Cautious Ahead of Micron, but Dip Buying Starting to Take Hold

Japan

Kioxia Holdings Corporation manufactures semiconductor memory products. The Company develops, produces, and sells flash memory cards, solid state drives, secure digital memory cards, and other products. Kioxia Holdings also operates group management strategy formulation and management.

Price Gauge
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Kioxia Holdings (285A JP)

Memory Names Surge Higher as Jensen Huang Calls It An "Unserved Market" On AI Demand Growth

Rising tensions in Asia drive gains for tech companies like Sandisk and Seagate, while strong preliminary numbers from Microchip bode well for the...

Andrew Jackson

Podcast EP325: How KIOXIA is Revolutionizing NAND FLASH Memory

The speaker discusses their experience at Toshiba's Kyopsia division, highlighting the development and advancements in 3D NAND flash technology,...

SemiWiki.com

Kioxia’s AI Rebirth: CBA Technology and the Nikkei 225 Question

Kioxia's innovative technology and strong market performance in AI-centric SSDs position it as a potential candidate for inclusion in the Nikkei...

Jay Cameron

Tech Hit on Financing Worries, but Micron Guidance Smashes Estimates

Tape weak at first but may see dip buying; Chinese engineers reverse engineer lithography machine; China cooling on Japan affects tourist arrival...

Andrew Jackson

Tech Cautious Ahead of Micron, but Dip Buying Starting to Take Hold

Micron's strong numbers may justify high prices, Intel aligning with government for chip production, Estee Lauder surging but competition from...

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Memory Names Surge Higher as Jensen Huang Calls It An "Unserved Market" On AI Demand Growth

​Rising tensions in Asia drive gains for tech companies like Sandisk and Seagate, while strong preliminary numbers from Microchip bode well for the...

Andrew Jackson

Podcast EP325: How KIOXIA is Revolutionizing NAND FLASH Memory

The speaker discusses their experience at Toshiba's Kyopsia division, highlighting the development and advancements in 3D NAND flash technology,...

SemiWiki.com

Kioxia’s AI Rebirth: CBA Technology and the Nikkei 225 Question

​Kioxia's innovative technology and strong market performance in AI-centric SSDs position it as a potential candidate for inclusion in the Nikkei...

Jay Cameron

Tech Hit on Financing Worries, but Micron Guidance Smashes Estimates

​Tape weak at first but may see dip buying; Chinese engineers reverse engineer lithography machine; China cooling on Japan affects tourist arrival...

Andrew Jackson

Tech Cautious Ahead of Micron, but Dip Buying Starting to Take Hold

​Micron's strong numbers may justify high prices, Intel aligning with government for chip production, Estee Lauder surging but competition from...

Andrew Jackson

Rising tensions in Asia drive gains for tech companies like Sandisk and Seagate, while strong preliminary numbers from Microchip bode well for the...

Kioxia's innovative technology and strong market performance in AI-centric SSDs position it as a potential candidate for inclusion in the Nikkei...

Tape weak at first but may see dip buying; Chinese engineers reverse engineer lithography machine; China cooling on Japan affects tourist arrival...

Micron's strong numbers may justify high prices, Intel aligning with government for chip production, Estee Lauder surging but competition from...