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Kioxia

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Situations

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South Korea AI chip volatility and semiconductor expansion

275 clusters · 694 sources · last updated

Latest: South Korean stocks fall as oil prices and rate concerns hit semiconductor giants

The AI-memory surge and subsequent market volatility evolved through July and August 2026. Following a period of significant sell-offs, the KOSPI saw a massive single-day gain of roughly 18% on July 31, driven by Samsung

[ACTIVE] [TECHNOLOGY] [CN] [JP] [TW]

Global semiconductor growth and AI-driven market shifts

12 clusters · 38 sources · last updated

Latest: HSBC identifies Asian semiconductor markets as key AI growth drivers

The semiconductor industry continues its rapid expansion, fueled by demand for artificial intelligence (AI) infrastructure and high-bandwidth memory (HBM). Global sales in July 2026 reached $146.8 billion, a 135.1% incre

[ACTIVE] [BUSINESS] [KR] [JP] [US]

SK Hynix semiconductor production restructuring

13 clusters · 104 sources · last updated

Latest: OpenAI and Samsung deepen collaboration on next-generation AI chips

SK Hynix is executing a strategic global expansion of its semiconductor manufacturing footprint to meet surging AI-related demand. The company has officially broken ground on its $4 billion advanced packaging and R&D fac

[ACTIVE] [BUSINESS] [US] [JP] [BR]

SanDisk AI rally continues amid tech milestones and buybacks

38 clusters · 81 sources · last updated

Latest: SanDisk shares surge following S&P 100 index inclusion announcement

Since its spinoff from Western Digital, SanDisk’s AI-driven rally has seen its stock rise over 3,900% in twelve months, exceeding $1,550. Driven by demand for NAND technology in AI infrastructure, the company reported fi

[ACTIVE] [BUSINESS] [US] [KR] [CN]

Micron AI memory boom and research expansion

87 clusters · 366 sources · last updated

Latest: Micron Technology hits record 80% operating margin amid AI demand

In May 2026, Micron began producing 1-alpha DDR4-compatible DRAM at a new Virginia fab, supported by a $2 billion expansion funded partly by the CHIPS Act. Throughout June, the company reported record earnings driven by

[ACTIVE] [TECHNOLOGY] [JP]

Japan technology and business trends

5 clusters · 15 sources · last updated

Latest: IT companies in Japan shift toward external talent amid AI evolution

Developments in Japan’s technology and business sectors show a focus on artificial intelligence, automation, and shifting market dynamics. In the realm of artificial intelligence, research indicates that while AI is inc

[ACTIVE] [TECHNOLOGY] [US]

2 clusters · 5 sources · last updated

Latest: Asus ROG Zephyrus G16 2026 performance benchmarks released

[ACTIVE] [BUSINESS] [JP] [US] [IR]

Japanese stock rally persists amid yen and global volatility

12 clusters · 58 sources · last updated

Latest: US markets fall as oil nears $100 amid Middle East tensions

The Nikkei 225 has maintained a volatile trajectory, driven largely by the semiconductor and artificial intelligence sectors. Following a record 72,366 points in late June 2026, the index experienced fluctuations through

[ACTIVE] [TECHNOLOGY] [KR] [US] [CN]

Global AI memory and NAND flash shortage intensifies

15 clusters · 74 sources · last updated

Latest: Micron targets 100,000 HBM wafers per month by 2026

The global memory shortage, driven by AI demand, is intensifying across DRAM, HBM, and NAND flash sectors. Major manufacturers, including Samsung, SK hynix, and Micron Technology, have reportedly exhausted their DRAM and

[ACTIVE] [TECHNOLOGY]

Developments in AIO liquid cooling hardware

3 clusters · 7 sources · last updated

Latest: ASUS ROG Strix SLC IV 360 ARGB LCD liquid cooler launched

The computer hardware market is seeing an increase in affordable and feature-rich All-in-One (AIO) liquid cooling solutions. Initial developments include budget-friendly options from ASRock and Ocypus, with products like

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South Korean semiconductor-focused ETF launches

2 clusters · 5 sources · last updated

Latest: KB Asset Management launches AI NAND memory ETF

South Korean asset managers have introduced several new Exchange Traded Funds (ETFs) targeting the semiconductor sector. Initially, firms such as Mirae Asset Global Investments, Samsung Asset Management, and Korea Inve

[QUIET] [TECHNOLOGY] [JP] [US] [DE]

Kioxia expands AI storage roadmap with PCIe 6.0 and BiCS10

14 clusters · 57 sources · last updated

Latest: Kioxia ranks 8th globally in semiconductor revenue for Q2 2026

Kioxia has significantly accelerated its AI-focused storage roadmap, driven by surging demand in generative-AI data centers. In late July, the company reported a 28-fold year-over-year increase in first-quarter operating

[QUIET] [BUSINESS] [CN] [KR] [JP]

YMTC global NAND flash market expansion

6 clusters · 39 sources · last updated

Latest: YMTC prepares for IPO to expand NAND capacity and challenge global leaders

Yangtze Memory Technologies Corp (YMTC) has solidified its position as a major global NAND flash manufacturer, securing the third-largest market share by shipment volume at 14% in the second quarter of 2026. This growth

[QUIET] [TECHNOLOGY] [JP] [US] [CN]

Japan AI & Robotics Drive Toward 2030

59 clusters · 151 sources · last updated

Latest: Japan focuses on non-cognitive skills for the AI era

Japan’s AI‑Robotics programme is consolidating its scale through both massive public investment and expanding education outreach. In late July 2026 the cabinet adopted a new "Basic Policy" and "Japan Growth Strategy" tha

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