PSA Technology / Semiconductors: Kioxia (285A JT) – NAND in Spotlight as AI Goes Mainstream
Kioxia’s (285A JT) IPO in Dec 2024 meant that Japan’s stock market finally has a pure play memory chip maker for the first time since Elpida went bankrupt in 2012. The stock IPO-ed at a time when the NAND flash market was deteriorating, which led to the shares coming unusually cheaply. Since then, the NAND flash market has stabilized. In this report, Pelham Smithers explains why he now expects the market will start to improve, with key driver AI, on the one hand, and underinvestment in NAND by rivals, on the other.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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