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Kioxia Warns Flash Memory Price Hikes Slowing After Outlook Miss

Source: Bloomberg Tech · OCT 30, 2026

Kioxia Holdings Corp. delivered a profit outlook that trailed estimates, warning that an AI-fueled surge in flash memory chip prices was easing after several quarters of breakneck growth.

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  • Read the original at Bloomberg Tech

On Bluesky

  • NAND maker Kioxia reports FY Q2 operating profit up 22x YoY to ~$12.7B, in line with est., but forecasts Q3 operating profit of ~$12.7B, below ~$14.9B est. (Takashi Mochizuki/Bloomberg) Main Link | Techmeme Permalink

    Techmeme (@techmeme.com) Oct 30, 2026 · 1 like · 1 repost
  • Kioxia Warns Flash Memory Price Hikes Slowing After Outlook Miss - Bloomberg www.bloomberg.com/news/article... - 키옥시아가 시장 기대치를 밑도는 분기 실적 전망을 발표한 가운데, AI 주도의 낸드 플래시 가격 급등세가 크게 꺾이며 메모리 가격 과열이 진정 국면에 접어들었음 (🧵1/2)

    lunamoth (@lunamoth.bsky.social) Oct 30, 2026 · 1 like
  • Kioxia Warns Flash Memory Price Hikes Slowing After Outlook Miss - Bloomberg www.bloomberg.com/news/article... - 키옥시아가 시장 기대치를 밑도는 분기 실적 전망을 발표한 가운데, AI 주도의 낸드 플래시 가격 급등세가 크게 꺾이며 메모리 가격 과열이 진정 국면에 접어들었음 (🧵1/2)

    lunamoth (@lunamothryu.bsky.social) Oct 30, 2026

Related on Frontier

  • NAND maker Kioxia reports FY Q2 operating profit up 22x YoY to ~$12.7B, in line with est., but forecasts Q3 operating profit of ~$12.7B, below ~$14.9B est. (Bloomberg) Oct 30, 2026
  • How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia (Rolfe Winkler/Wall Street Journal) Oct 28, 2026
  • Chinese Chip Leader CXMT’s Sales Rise Sevenfold Yet Growth Slows Oct 30, 2026
  • Samsung Boosts Spending After Chip Profit Misses Estimates Oct 28, 2026
  • CXMT reports Q3 revenue of ~$16.7B, up 613.2% YoY, and a net profit of ~$8.17B, swinging to profitability on the back of rising AI-driven memory chip prices (Reuters) Oct 30, 2026
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