Movement Alert｜KIOXIA Holdings Falls 6.36% in Regular Trading, AI Computing Overcapacity Fears Continue to Weigh on Memory Chip Sector

Market Focus07-02 21:33

On July 2, KIOXIA Holdings fell 6.36% in regular trading, trading at $47.92/share, with turnover of $17.84 million. AI computing power overcapacity concerns continued to pressure the memory chip sector, compounded by a bearish investment bank rating, extending the stock's recent correction.

On the news front, U.S.-based Meta reportedly plans to sell excess AI computing capacity, sparking market fears that cloud service providers may struggle to convert computing investments into revenue, potentially undermining continued AI infrastructure spending and dragging down upstream memory chip demand expectations. Additionally, international investment bank Bernstein previously maintained an underperform rating on KIOXIA, estimating approximately 50% downside from current levels, citing that the company's elevated gross margins reflect short-term supply-demand imbalances and that NAND flash prices may be peaking.

Within the Semiconductors sector, Micron Technology fell 0.16%, Intel fell 1.43%, Advanced Micro Devices fell 1.48%, and Marvell Technology fell 1.09%, while NVIDIA edged up 0.16%.

(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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