Kioxia (285A)

9 atoms · 跨 1 天 · 首见 2026-05-15 · 最近 2026-05-15

三色: 🟦 fact 7 · 🟥 take 2 · stance ▲2/▼0/◆0

来源: X 9

时态: fresh:9

标签: 好数字:7 · 好观点:2

2026-05-15 · AI 推理服务器驱动 NAND 需求
"AI inference servers driving overall NAND demand growth… interest is intensifying."
tags: 好观点 · → daily
2026-05-15 · CY27 需求展望
"CY27: Demand anticipated to exceed supply."
tags: 好观点 · → daily

2026-05-15 · Q4 FY25 营收
Revenue: ¥1,002.9B (QoQ +85%)
tags: 好数字 · → daily
value: qty=¥1,002.9B · date=Jan-Mar 2026
2026-05-15 · Q4 FY25 营业利润
OP: ¥599.1B (margin 60%; QoQ +314%)
tags: 好数字 · → daily
value: qty=¥599.1B · date=Jan-Mar 2026
2026-05-15 · Q4 FY25 ASP
ASPs >2x'd QoQ; bit shipments down ~10% QoQ as planned for inventory control.
tags: 好数字 · → daily
value: direction=up · date=Jan-Mar 2026
2026-05-15 · 8th-gen BiCS 生产规模
8th-gen BiCS production now exceeds 5th-gen levels.
tags: 好数字 · → daily
value: direction=up
2026-05-15 · Q1 营收指引
Revenue: +75% QoQ
tags: 好数字 · → daily
value: qty=+75% QoQ · date=Apr-Jun 2026
2026-05-15 · Q1 营业利润指引
OP: +117% QoQ; margin 74%
tags: 好数字 · → daily
value: qty=+117% QoQ · date=Apr-Jun 2026
2026-05-15 · Q1 净利润指引
NP: +112% QoQ
tags: 好数字 · → daily
value: qty=+112% QoQ · date=Apr-Jun 2026