Kioxia Holdings will conduct a 3-for-1 stock split, with 30 September as the record date. The view has been expressed that earnings and dividend levels for AI- and semiconductor-related stocks will determine their future performance.
Kioxia Holdings Corporation, a major semiconductor memory maker, will conduct a 3-for-1 stock split, with 30 September as the record date. Attention is focused on the share price trend after the split, and the market impact of the split is being discussed.
Part-time investor Kabuoku Taro (株億太郎), who has assets of more than ¥1 billion, pointed to Kioxia Holdings’ forecast of substantial increases in revenue and profit in the second quarter, and said that demand related to AI and semiconductors would be supported by continued data center investment. At the same time, he noted that strong earnings were likely already reflected in the share price, creating uncertainty over future profit-taking.
Looking ahead, Kabuoku Taro (株億太郎) predicted that stock-picking would begin among AI- and semiconductor-related shares. He indicated that, although sharp gains ignoring valuation metrics had continued until now, the gap between winners and losers could widen.