Samsung and SK Hynix still have one advantage Japan can't match, says Kioxia dealmaker

Kioxia became Japan’s most valuable listed company as the AI memory “boom” lifted its shares sharply. The article also notes Bain’s view that South Korea’s chip leaders benefit from faster, centralized decision-making, reinforcing a bullish demand backdrop for AI-related memory supply.

Analysis

Kioxia became Japan’s most valuable listed company as the AI memory “boom” lifted its shares sharply. The article also notes Bain’s view that South Korea’s chip leaders benefit from faster, centralized decision-making, reinforcing a bullish demand backdrop for AI-related memory supply.