Kioxia Holdings timely disclosure Oct 30. $285A . Three months ended Sep 30: r… · @AIInvestHK · TwKit

@AIInvestHK

Kioxia Holdings timely disclosure Oct 30. $285A . Three months ended Sep 30: revenue ¥2,480.0B, +¥712.9B QoQ; operating profit ¥1,994.7B. SSD & Storage alone did ¥1,616.0B of that. Company attributes the jump to a sharp ASP lift from generative-AI data-center demand plus higher bit shipments. Q3 outlook is basically flat vs Q2 — revenue ¥2,500.0B, OP ¥1,995.0B — with strong DC demand offset by FX (assumes ¥157/$). First-ever interim dividend ¥90 pre-split, payable Dec 8. Next check is whether ASP holds once that yen print lands.

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