PSA Semiconductors: Kioxia (285A JT) - The Technology Behind the Stock's Rally
With the K2 fab up and running, Kioxia / SanDisk now have new capacity coming onstream just when it is needed. Today [2 Oct], Kioxia shares went limit up as the market got excited about the firm developing 100x faster SSDs with Nvidia. It also helps that spot prices are rising. Pelham Smithers discusses the changing technology and highlights where Kioxia is involved and that despite the surge in the shares, the stock’s valuation remains undemanding.
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.