NAND flash maker Kioxia has lost two-thirds of its peak market value since June, when it became Japan's most valuable listed company, as Chinese rivals emerge
THE SO WHAT
Kioxia’s two-thirds drawdown as Chinese NAND rivals ramp is a warning that even core AI-adjacent components like memory are not insulated from rapid regional competition and price pressure. If your AI roadmap assumes cheap, abundant storage, start stress-testing scenarios where memory pricing and availability swing faster than GPU supply.
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