285A.T is trading approximately 8% up at ¥99,880, lifted by optimism around Kioxia’s record profit outlook and strong AI-driven NAND flash demand.
- Investors are reacting to guidance for roughly ¥1.3 trillion in operating profit, signaling a robust financial recovery.
- Management expects NAND supply to remain tight as AI data center workloads grow, supporting higher pricing and improved margins.