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2026-07-12
Who will profit from the NAND flash market in 2026 and eSSD for AI?
In 2026, the NAND flash market is entering a phase where prices and profit margins will be driven by increases in the capacity of enterprise SSDs for...
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2026-06-20
Kioxia (285A): Buy Or Wait? Latest Shareholder Structure, AI NAND Upside, And Crash Risks
Kioxia Holdings (285A) has become one of the most visible semiconductor names in the Japanese equity market in 2026, supported by AI data-center SSD d...
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2026-06-11
Why Japanese Semiconductor Stocks Were Strong in May 2026: Kioxia, Tokyo Electron, and the Rotation Inside AI Infrastructure
In May 2026, Japanese equities were exceptionally strong. The Nikkei 225 closed at 65,158.19 on May 25, moving above 65,000 for the first time. By May...
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