Shares of companies positioned as "Kioxia-related" stocks, including T&S Group Inc. <4055>, Quest Co., Ltd. <2332>, and ARGO GRAPHICS Inc. <7595>, are drawing investment funds. Kioxia Holdings has seen dramatic growth in recent financial results, and its earnings forecast for the April-June 2026 period, disclosed on May 15, surprised the market with its remarkable growth rate. The company expects net income of 869 billion yen for the period, a 48-fold increase from the previous year, reaffirming surging demand for NAND flash memory used in SSDs for AI server storage. Driven by rapid global growth in the generative AI market, Kioxia is expected to expand production capacity, turning investor attention to peripheral companies poised to gain business opportunities.

T&S Group, which primarily serves major electrical equipment manufacturers and provides contract development and operations and maintenance services for production management systems, counts Kioxia as a key client. Quest, which operates a DX support business utilizing generative AI, IoT, and big data, is also drawing attention as Kioxia-related sales account for about 20% of its revenue. Additionally, ARGO GRAPHICS, which provides IT solutions including 3D CAD, has a proven track record in improving software efficiency for design and development at major semiconductor manufacturers, including Kioxia. Furthermore, Mitsui High-tec, Inc. <6966>, a supplier of semiconductor lead frames, is capturing attention as its proprietary ultra-precision mold technology could see increased demand alongside Kioxia's memory expansion.

Source: MINKABU PRESS

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