Investor Yuki Taro (結喜たろう), who has more than ¥100 million in assets, is reported to have prepared 3 scenarios ahead of Kioxia's earnings announcement. Amid movements in the Nikkei 225 and shifts in supply and demand for semiconductor stocks, Kioxia is said to be the market's focus.
As 2026 enters its final 2 months, the Nikkei 225 has entered a correction phase after rising above ¥70,000 at its June high and is currently trading in the ¥60,000 range. Semiconductor-related stocks have been affecting the index, and Kioxia has become a focus of attention in this market environment.
Individual investor Yuki Taro (結喜たろう), whose assets exceed ¥100 million, is said to be considering 3 scenarios ahead of the earnings announcement. He is reported to have indicated that he wants to assess how the earnings results will connect with the reality of quarterly performance and the market's reaction.
Kioxia rose sharply in the first half of 2026, but entered a correction after reaching a high in late June. Although the first-quarter results announced in July showed increases in revenue and profit, views spread that they had fallen short of market expectations, and the share price is said to have declined. The fall in the share price is said to reflect the combined effects of volatility in NAND flash memory prices, concerns about the sustainability of AI demand, a broad correction in semiconductor-related stocks, and supply-demand gaps.
The earnings announcement from Kioxia scheduled for the end of October is reported to be viewed as a possible clue to the direction of the Nikkei 225. Readers are said to want to continue watching the earnings results, supply-and-demand trends, and developments across the semiconductor market.