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NAND flash memory ranks 23rd in theme ranking as Kioxia shares surge

Mon Apr 27, 2026 12:20 pm JST Feature

★Popular themes - Best 10

1 Semiconductors

2 Data centers

3 Physical AI

4 Semiconductor manufacturing equipment

5 Artificial intelligence

6 Drones

7 Defense

8 TOPIX Core 30

9 Storage batteries

10 Space development

In the "Popular Theme Ranking" compiled by Minkabu and Kabutan, "NAND flash memory" has ranked 23rd.

With the rapid expansion of generative AI demand, prices of NAND flash memory, which stores data for long-term use, have been surging. In response, shares of Kioxia Holdings <285A> have soared, attracting market attention. Kioxia is a major manufacturer with a global share in NAND flash memory following South Korea's Samsung Electronics and SK Hynix, and forms a "world's second-largest alliance" through joint memory development with U.S.-based SanDisk . Kioxia is scheduled to announce its earnings on May 15th, and market expectations are growing for a sharp expansion in its fiscal year ending March 2027 performance, following the previous period.

Among NAND flash memory-related stocks, manufacturing equipment companies include Tokyo Electron Limited <8035>, ADVANTEST CORPORATION <6857>, DISCO CORPORATION <6146>, and SCREEN Holdings Co., Ltd. <7735>. Companies with business relationships with Kioxia include JAPAN MATERIAL Co.,Ltd. <6055>, Rigaku Holdings <268A>, and KANTO DENKA KOGYO CO.,LTD. <4047>. Additionally, TOMEN DEVICES CORPORATION <2737>, which handles Samsung Electronics products, is also attracting attention.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.

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