Movement Alert|KIOXIA Holdings Rises 12.32% in Regular Trading, Semiconductor Sector Recovery and Institutional Bullish Stance Fuel Oversold Rebound

Market Focus07-21

On July 21, KIOXIA Holdings rose 12.32% in regular trading, trading at $38.68/share, with turnover of $14.8278 million. The stock had previously declined over 52% from its June peak, and is now staging a sharp rebound from extreme oversold territory.

On the news front, the semiconductor sector staged a broad recovery, with peers SK Hynix up 8.82%, Micron Technology up 7.98%, and Intel up 5.65%, collectively lifting storage chip names. Multiple institutions maintain bullish stances on KIOXIA, with the average analyst target price at 121,959 yen — approximately 130% above the current level. Nomura Securities previously raised its target price to 126,000 yen and reiterated a Buy rating, citing NAND flash bit prices continuing to climb beyond expectations amid supply shortages, with Q2 bit price growth forecast revised upward to +70% quarter-over-quarter.

Analysts note that fundamentals remain intact, with robust AI demand underpinning the company's earnings capability and growth outlook. However, some market participants suggest a full recovery may be delayed until late August due to lingering technical selling pressure from leveraged ETF flows.

(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.)

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