NAND flash

Japanese media are weighing what happens to Kioxia's soaring share price now that voices arguing for an AI slowdown have emerged. The memory chipmaker had surged alongside the AI boom, and analysts are questioning whether demand for its NAND flash memory can keep up the momentum, with investors watching closely for a potential turning point in the AI-driven rally.

Silicon Motion Technology, the Taiwanese NAND flash controller chipmaker, is in focus as questions arise over whether rising earnings growth expectations have changed its investment narrative. The discussion centers on whether updated forecasts for the company's profitability justify a revised view of the stock, prompting investors to reassess their positions and valuation assumptions.

Micron Technology, one of the world's largest memory chip makers, is drawing attention in business and finance circles. The company produces DRAM and NAND flash memory used in data centers, smartphones and AI hardware, and its stock is closely watched as a barometer of semiconductor demand. No specific new development is confirmed beyond the heightened chatter.

Micron Technology, the US memory chipmaker, said humanoid robots could become a significant source of demand for its memory products in the future. The company, which supplies DRAM and NAND flash widely used in data centers and AI systems, is positioning robotics as a new growth market alongside artificial intelligence as it looks beyond traditional computing demand.