http://new.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 30 Jun 2026 09:14:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://new.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++DA++++++++Kioxia+Holdings+Corp+++++++++++++++++/26710946.html si-local-file:///var/storage/secattach/20260630/26710946.html http://www.streetinsider.com/SEC+Filings/Form++DA++++++++Kioxia+Holdings+Corp+++++++++++++++++/26710946.html Tue, 30 Jun 2026 09:14:00 -0400 285A KXIAY O.41031716 http://www.streetinsider.com/SEC+Filings/Form++DA++++++++Kioxia+Holdings+Corp+++++++++++++++++/26710946.html si-local-file:///var/storage/secattach/20260630/26710946.html http://www.streetinsider.com/SEC+Filings/Form++DA++++++++Kioxia+Holdings+Corp+++++++++++++++++/26710946.html Tue, 30 Jun 2026 09:14:00 -0400 285A KXIAY O.41031716 http://www.streetinsider.com/SEC+Filings/Form++DA++++++++Kioxia+Holdings+Corp+++++++++++++++++/26710946.html si-local-file:///var/storage/secattach/20260630/26710946.html http://www.streetinsider.com/SEC+Filings/Form++DA++++++++Kioxia+Holdings+Corp+++++++++++++++++/26710946.html Tue, 30 Jun 2026 09:14:00 -0400 285A KXIAY O.41031716 http://www.streetinsider.com/Hot+List/Kioxia+results+point+to+earnings+upside+for+these+2+stocks%3A+Goldman/26518516.html <p>Strong results and guidance from Japanese NAND flash producer Kioxia point to meaningful earnings upside for two major memory chipmakers, Goldman Sachs said in a note to clients.</p><p>Kioxia's March-quarter earnings and its guidance for the current quarter carry positive read-across implications for memory chip giants Samsung Electronics and SK Hynix, both of which Goldman rates as Buy. </p><p>The key signal, analysts including Giuni Lee said, comes from Kioxia's revenue guidance of 70% quarter-on-quarter growth for the second quarter of 2026, driven primarily by higher average selling prices (ASPs).</p><p>The company’s own bit shipments are expected to increase only marginally in the http://www.streetinsider.com/Hot+List/Kioxia+results+point+to+earnings+upside+for+these+2+stocks%3A+Goldman/26518516.html Tue, 19 May 2026 09:00:00 -0400 HXSCF KXIAY SSNLF http://www.streetinsider.com/Hot+List/Kioxia+results+point+to+earnings+upside+for+these+2+stocks%3A+Goldman/26518516.html <p>Strong results and guidance from Japanese NAND flash producer Kioxia point to meaningful earnings upside for two major memory chipmakers, Goldman Sachs said in a note to clients.</p><p>Kioxia's March-quarter earnings and its guidance for the current quarter carry positive read-across implications for memory chip giants Samsung Electronics and SK Hynix, both of which Goldman rates as Buy. </p><p>The key signal, analysts including Giuni Lee said, comes from Kioxia's revenue guidance of 70% quarter-on-quarter growth for the second quarter of 2026, driven primarily by higher average selling prices (ASPs).</p><p>The company’s own bit shipments are expected to increase only marginally in the http://www.streetinsider.com/Hot+List/Kioxia+results+point+to+earnings+upside+for+these+2+stocks%3A+Goldman/26518516.html Tue, 19 May 2026 09:00:00 -0400 HXSCF KXIAY SSNLF http://www.streetinsider.com/Hot+List/Kioxia+results+point+to+earnings+upside+for+these+2+stocks%3A+Goldman/26518516.html <p>Strong results and guidance from Japanese NAND flash producer Kioxia point to meaningful earnings upside for two major memory chipmakers, Goldman Sachs said in a note to clients.</p><p>Kioxia's March-quarter earnings and its guidance for the current quarter carry positive read-across implications for memory chip giants Samsung Electronics and SK Hynix, both of which Goldman rates as Buy. </p><p>The key signal, analysts including Giuni Lee said, comes from Kioxia's revenue guidance of 70% quarter-on-quarter growth for the second quarter of 2026, driven primarily by higher average selling prices (ASPs).</p><p>The company’s own bit shipments are expected to increase only marginally in the http://www.streetinsider.com/Hot+List/Kioxia+results+point+to+earnings+upside+for+these+2+stocks%3A+Goldman/26518516.html Tue, 19 May 2026 09:00:00 -0400 HXSCF KXIAY SSNLF http://www.streetinsider.com/Hot+List+Pro/Kioxia+results+point+to+earnings+upside+for+these+2+stocks%3A+Goldman/26518516.html <p>Strong results and guidance from Japanese NAND flash producer Kioxia point to meaningful earnings upside for two major memory chipmakers, Goldman Sachs said in a note to clients.</p><p>Kioxia's March-quarter earnings and its guidance for the current quarter carry positive read-across implications for memory chip giants Samsung Electronics and SK Hynix, both of which Goldman rates as Buy. </p><p>The key signal, analysts including Giuni Lee said, comes from Kioxia's revenue guidance of 70% quarter-on-quarter growth for the second quarter of 2026, driven primarily by higher average selling prices (ASPs).</p><p>The company’s own bit shipments are expected to increase only marginally in the http://www.streetinsider.com/Hot+List+Pro/Kioxia+results+point+to+earnings+upside+for+these+2+stocks%3A+Goldman/26518516.html Tue, 19 May 2026 09:00:00 -0400 HXSCF KXIAY SSNLF http://www.streetinsider.com/Hot+List+Pro/Kioxia+results+point+to+earnings+upside+for+these+2+stocks%3A+Goldman/26518516.html <p>Strong results and guidance from Japanese NAND flash producer Kioxia point to meaningful earnings upside for two major memory chipmakers, Goldman Sachs said in a note to clients.</p><p>Kioxia's March-quarter earnings and its guidance for the current quarter carry positive read-across implications for memory chip giants Samsung Electronics and SK Hynix, both of which Goldman rates as Buy. </p><p>The key signal, analysts including Giuni Lee said, comes from Kioxia's revenue guidance of 70% quarter-on-quarter growth for the second quarter of 2026, driven primarily by higher average selling prices (ASPs).</p><p>The company’s own bit shipments are expected to increase only marginally in the http://www.streetinsider.com/Hot+List+Pro/Kioxia+results+point+to+earnings+upside+for+these+2+stocks%3A+Goldman/26518516.html Tue, 19 May 2026 09:00:00 -0400 HXSCF KXIAY SSNLF http://www.streetinsider.com/Hot+List+Pro/Kioxia+results+point+to+earnings+upside+for+these+2+stocks%3A+Goldman/26518516.html <p>Strong results and guidance from Japanese NAND flash producer Kioxia point to meaningful earnings upside for two major memory chipmakers, Goldman Sachs said in a note to clients.</p><p>Kioxia's March-quarter earnings and its guidance for the current quarter carry positive read-across implications for memory chip giants Samsung Electronics and SK Hynix, both of which Goldman rates as Buy. </p><p>The key signal, analysts including Giuni Lee said, comes from Kioxia's revenue guidance of 70% quarter-on-quarter growth for the second quarter of 2026, driven primarily by higher average selling prices (ASPs).</p><p>The company’s own bit shipments are expected to increase only marginally in the http://www.streetinsider.com/Hot+List+Pro/Kioxia+results+point+to+earnings+upside+for+these+2+stocks%3A+Goldman/26518516.html Tue, 19 May 2026 09:00:00 -0400 HXSCF KXIAY SSNLF http://www.streetinsider.com/Analyst+Comments/Bernstein+on+Global+Memory%3A+%27Price+increase+more+than+expected+in+2QCY26%27/26180075.html <p>Bernstein analyst Mark Li updates memory & industry models.</p><p>The analyst commented: "Price increase more than expected in 2QCY26; We update our memory & industry models (models for DRAM Samsung , SK hynix , Micron & KIOXIA , NAND , CoWoW/HBM , ) & maintain Outperform rating on Samsung, SK hynix & Micron & Underperform on KIOXIA.</p><p>Memory price to rise more than expected in 2QCY26. Signals from our recent Tech Tour & checks found CSPs, despite much better sourcing power, may not get enough supply. The demand destruction on consumer applications is delayed too, as end customers anticipate price hikes & http://www.streetinsider.com/Analyst+Comments/Bernstein+on+Global+Memory%3A+%27Price+increase+more+than+expected+in+2QCY26%27/26180075.html Wed, 18 Mar 2026 08:20:20 -0400 HXSCL KXIAY MU SSNGY SSNLF http://www.streetinsider.com/Analyst+Comments/Bernstein+on+Global+Memory%3A+%27Price+increase+more+than+expected+in+2QCY26%27/26180075.html <p>Bernstein analyst Mark Li updates memory & industry models.</p><p>The analyst commented: "Price increase more than expected in 2QCY26; We update our memory & industry models (models for DRAM Samsung , SK hynix , Micron & KIOXIA , NAND , CoWoW/HBM , ) & maintain Outperform rating on Samsung, SK hynix & Micron & Underperform on KIOXIA.</p><p>Memory price to rise more than expected in 2QCY26. Signals from our recent Tech Tour & checks found CSPs, despite much better sourcing power, may not get enough supply. The demand destruction on consumer applications is delayed too, as end customers anticipate price hikes & http://www.streetinsider.com/Analyst+Comments/Bernstein+on+Global+Memory%3A+%27Price+increase+more+than+expected+in+2QCY26%27/26180075.html Wed, 18 Mar 2026 08:20:20 -0400 HXSCL KXIAY MU SSNGY SSNLF http://www.streetinsider.com/Analyst+Comments/Bernstein+on+Global+Memory%3A+%27Price+increase+more+than+expected+in+2QCY26%27/26180075.html <p>Bernstein analyst Mark Li updates memory & industry models.</p><p>The analyst commented: "Price increase more than expected in 2QCY26; We update our memory & industry models (models for DRAM Samsung , SK hynix , Micron & KIOXIA , NAND , CoWoW/HBM , ) & maintain Outperform rating on Samsung, SK hynix & Micron & Underperform on KIOXIA.</p><p>Memory price to rise more than expected in 2QCY26. Signals from our recent Tech Tour & checks found CSPs, despite much better sourcing power, may not get enough supply. The demand destruction on consumer applications is delayed too, as end customers anticipate price hikes & http://www.streetinsider.com/Analyst+Comments/Bernstein+on+Global+Memory%3A+%27Price+increase+more+than+expected+in+2QCY26%27/26180075.html Wed, 18 Mar 2026 08:20:20 -0400 HXSCL KXIAY MU SSNGY SSNLF http://www.streetinsider.com/Analyst+Comments/Bernstein+on+Global+Memory%3A+%27Price+increase+more+than+expected+in+2QCY26%27/26180075.html <p>Bernstein analyst Mark Li updates memory & industry models.</p><p>The analyst commented: "Price increase more than expected in 2QCY26; We update our memory & industry models (models for DRAM Samsung , SK hynix , Micron & KIOXIA , NAND , CoWoW/HBM , ) & maintain Outperform rating on Samsung, SK hynix & Micron & Underperform on KIOXIA.</p><p>Memory price to rise more than expected in 2QCY26. Signals from our recent Tech Tour & checks found CSPs, despite much better sourcing power, may not get enough supply. The demand destruction on consumer applications is delayed too, as end customers anticipate price hikes & http://www.streetinsider.com/Analyst+Comments/Bernstein+on+Global+Memory%3A+%27Price+increase+more+than+expected+in+2QCY26%27/26180075.html Wed, 18 Mar 2026 08:20:20 -0400 HXSCL KXIAY MU SSNGY SSNLF http://www.streetinsider.com/Analyst+Comments/Bernstein+on+Global+Memory%3A+%27Price+increase+more+than+expected+in+2QCY26%27/26180075.html <p>Bernstein analyst Mark Li updates memory & industry models.</p><p>The analyst commented: "Price increase more than expected in 2QCY26; We update our memory & industry models (models for DRAM Samsung , SK hynix , Micron & KIOXIA , NAND , CoWoW/HBM , ) & maintain Outperform rating on Samsung, SK hynix & Micron & Underperform on KIOXIA.</p><p>Memory price to rise more than expected in 2QCY26. Signals from our recent Tech Tour & checks found CSPs, despite much better sourcing power, may not get enough supply. The demand destruction on consumer applications is delayed too, as end customers anticipate price hikes & http://www.streetinsider.com/Analyst+Comments/Bernstein+on+Global+Memory%3A+%27Price+increase+more+than+expected+in+2QCY26%27/26180075.html Wed, 18 Mar 2026 08:20:20 -0400 HXSCL KXIAY MU SSNGY SSNLF