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Exercising Caution on Capital Expenditures: Kioxia’s Market Capitalization Exceeds 50 Trillion Yen, but FY Investment Plan Is Down 10% From the 2023 Peak
Svmuu News: AI investor Lupang posted on X that while Kioxia’s market capitalization recently surpassed 50 trillion yen, the company remains cautious about its future capital expenditures compared to
18/06/2026 00:50
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Kioxia President: Current AI Demand Fundamentally Different from Past IT Bubble, Shift from Spot Transactions to Multi-Year Long-Term Contracts
Svmuu reports that Kioxia President Nobuo Hayasaka stated in an interview that the special demand generated by AI is "fundamentally different from the IT bubble of the past." As the market environment
04/06/2026 22:31
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Bernstein: DRAM and NAND Contract Prices Continue to Rise, QoQ Increase Expected at Approximately 60% in Q2
Svmuu reports that Bernstein's latest monthly tracking report shows DRAM and NAND contract prices continued to rise month-over-month in May. Comprehensive indicators point to a quarter-over-quarter in
04/06/2026 09:20
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Exercising Caution on Capital Expenditures: Kioxia’s Market Capitalization Exceeds 50 Trillion Yen, but FY Investment Plan Is Down 10% From the 2023 Peak
Svmuu News: AI investor Lupang posted on X that while Kioxia’s market capitalization recently surpassed 50 trillion yen, the company remains cautious about its future capital expenditures compared to
18/06/2026 00:50
-
Kioxia President: Current AI Demand Fundamentally Different from Past IT Bubble, Shift from Spot Transactions to Multi-Year Long-Term Contracts
Svmuu reports that Kioxia President Nobuo Hayasaka stated in an interview that the special demand generated by AI is "fundamentally different from the IT bubble of the past." As the market environment
04/06/2026 22:31
-
Bernstein: DRAM and NAND Contract Prices Continue to Rise, QoQ Increase Expected at Approximately 60% in Q2
Svmuu reports that Bernstein's latest monthly tracking report shows DRAM and NAND contract prices continued to rise month-over-month in May. Comprehensive indicators point to a quarter-over-quarter in
04/06/2026 09:20
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