reports
- Pelham Smithers
PSA Technology / Semiconductors: Kioxia (285A JT) – NAND in Spotlight ...
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 r...
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