A price hike for Sandisk NAND and a deal involving Kioxia are expected to significantly reshape the long-term outlook for the memory chip market.

Bain offloads more Kioxia shares, cutting ownership to under 30%  Nikkei Asia

Memory chipmaker Kioxia and retail operator Pan Pacific International Holdings are slated to be added to Japan's Nikkei stock index, indicating significant market recognition for both companies.

Investors are questioning whether to pursue the significant rally in Kioxia stock, driven by strong performance in the memory market.

Google's new TurboQuant algorithm, which significantly reduces AI model memory requirements, has caused a plummet in memory chip stocks like Samsung, SK Hynix, and Kioxia. An analyst has since provided a reality check, suggesting investors should not be overly concerned about these memory efficiency breakthroughs.

KIOXIA has announced a significant achievement, reaching a 4.8 billion high-dimensional vector search database on a single server, with a 7.8x acceleration in index build time using GPUs.

Bain Capital has divested $3.5 billion worth of shares in Kioxia, a Japanese memory chip manufacturer, as reported by Nikkei Asia.

Japan's Kioxia has announced a significant investment of $490 million in Nanya, a Taiwanese DRAM supplier, strengthening ties in the semiconductor industry.

Kioxia and Pan Pacific International are set to be added to Japan's Nikkei 225 stock market index.

Kioxia's earnings have kicked memory stocks into gear, leading to considerations about buying Sandisk.