SK hynix reviews $12B payout report after Kioxia stake sale
The memory maker denied settling on a 16 trillion won special dividend, leaving final capital allocation between HBM expansion…
Company watch
All companies →Kioxia Holdings
Every EAB briefing that touches Kioxia Holdings — capital spending, plants, M&A, earnings and policy exposure. 5 briefings.
- First seen
- September 9, 2026
- Latest
- October 26, 2026
- With a linked document
- 5 of 5
- Subject of the briefing
- 2
- Named as exposed
- 3
- Desks
- Semiconductors (4), Trade & Policy (1)
Kioxia sheds two-thirds of market value as Chinese NAND rivals surgeMembers
Japan's leading flash memory maker faces intense margin pressure as low-priced supply from Chinese competitors reshapes the…
China semiconductor exports surge 136% to $45 billion on AI pricing
Customs data shows monthly shipments jumped to $44.951 billion on Oct.
SK hynix Evaluates Solidigm US IPO Amid Governance Scrutiny
Reports of a potential $150 billion U.S. listing for the enterprise SSD subsidiary highlight booming AI storage demand while…
Kioxia Rejects SK hynix Flash Alliance to Guard SanDisk Ties
Chief Executive Hiroo Ota ruled out three-way manufacturing talks, citing antitrust barriers and an existing $31 billion…