285A.T is trading 9.3% up now at ¥101,100 as investors react to Kioxia’s record profit guidance and surging AI-related NAND demand.
- The company has guided for approximately ¥1.3 trillion in operating profit, highlighting very strong NAND pricing and robust demand from AI data centers.
- Management's bullish outlook and the recovery narrative for the NAND market are driving renewed buying interest, positioning the firm as a key beneficiary of the AI infrastructure boom.