Market Chatter: Kioxia Market Value Hits 24.2 Trillion Yen as AI Boom Lifts Semiconductor Outlook

MT Newswires Live05-11

Kioxia (TYO:285A) has become one of Japan's fastest-rising companies as investor enthusiasm for artificial intelligence and semiconductor demand drives a sharp rally in chip-related stocks, Nikkei reported Monday.

The memory chip maker's shares have climbed nearly fivefold this year, lifting its market capitalization to about 24.2 trillion yen and placing it among Japan's most valuable listed companies. Investors expect Kioxia's operating profit for fiscal 2027 to surpass forecasts for Toyota Motor (TYO:7203), according to the report.

The company's rapid rise marks a broader shift in the Tokyo market, where semiconductor names including SoftBank Group (TYO:9984), Tokyo Electron (TYO:8035) and Advantest (TYO:6857) have gained prominence as AI-related demand boosts earnings expectations across the industry, the report said.

Formerly known as Toshiba Memory, Kioxia was spun off from Toshiba before listing in late 2024 under the ownership of Bain Capital. Investors are also increasingly expecting the company to begin paying dividends as profits expand.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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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Investors expect Kioxia's operating profit for fiscal 2027 to surpass forecasts for <a href=\"https://laohu8.com/S/TOYOF\">Toyota Motor</a> (TYO:7203), according to the report.</p><p>The company's rapid rise marks a broader shift in the Tokyo market, where semiconductor names including SoftBank Group (TYO:9984), <a href=\"https://laohu8.com/S/TOELF\">Tokyo Electron</a> (TYO:8035) and Advantest (TYO:6857) have gained prominence as AI-related demand boosts earnings expectations across the industry, the report said.</p><p>Formerly known as Toshiba Memory, Kioxia was spun off from Toshiba before listing in late 2024 under the ownership of Bain Capital. Investors are also increasingly expecting the company to begin paying dividends as profits expand.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. 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