KIOXIA HLDGS CORP Falls as AI Chip Selloff Deepens as Stock Halves from June Peak amid YMTC Competition Fears

Market Focus07-17

On July 17, KIOXIA HLDGS CORP fell 10.86% in pre-market trading, trading at $31.56/share, with turnover of $160,000. The stock has now declined over 50% from its June all-time high, as a global AI chip selloff intensifies.

On the news front, the broader semiconductor sector continues to face systemic selling pressure. The Nikkei 225 fell over 4% intraday, entering technical correction territory, with KIOXIA among the hardest hit. Meanwhile, Bernstein analyst Mark Li set a target price of 40,000 yen — implying roughly 40% further downside — citing China's YMTC reaching 13% global NAND market share in Q1, up 5 percentage points year-over-year, with projections to surpass KIOXIA by 2028. As a pure-play NAND company, KIOXIA faces greater risk exposure than diversified peers like Samsung and SK Hynix. Its high-beta profile has consistently amplified sector-wide drawdowns, with hedge funds aggressively reducing AI-related exposure over the past five to six weeks.

Within the Semiconductors sector, Micron Technology down 2.92%, NVIDIA down 2.76%, Advanced Micro Devices down 3.76%, Intel down 3.97%, Taiwan Semiconductor Manufacturing down 3.54%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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