KXIAY is trading 3.6% up at $45.41, staging a recovery after yesterday's sharp 12% decline. SMBC Nikko analysts project potential ¥3 trillion ($18.5 billion) passive inflows into Kioxia due to a possible sharp rise in its Topix index weighting in October. The company has also begun shipping samples of its 10th-generation BiCS FLASH 3D NAND chips to AI data center customers, with its CEO citing robust demand and potential for increased capital expenditures. Morgan Stanley maintained an "overweight" rating on Kioxia with a JPY 110,000 target price, highlighting the commercialization of next-generation enterprise SSD products.