News / Taiwan / economic_daily
Kioxia Warns of Memory Price Overheat; AP Memory Surges Back Above NT$1,000
Electronic Technology · Semiconductors · economic_daily · 2026-09-10
2337, 3006, 3260, 5289, 6531, 8299
Kioxia's CEO warned that excessive memory price hikes could dampen AI investment, triggering a sector-wide pullback, while AP Memory bucked the trend to reclaim the NT$1,000 mark.
What Happened
Kioxia's Warning: Kioxia CEO Nobuo Hayasaka cautioned that memory prices have risen significantly, warning that further increases could constrain AI investment budgets and ultimately harm long-term market growth.
Market Reaction: Following the comments, the memory sector experienced a broad decline, with stocks like Macronix, ADATA, and Innodisk seeing downward pressure as investors grew concerned about the impact on terminal demand.
AP Memory's Resilience: Despite the sector's volatility, AP Memory shares surged, reclaiming the NT$1,000 threshold as investors favored its specialized role in AI and high-performance computing applications.
Growth Outlook: AP Memory continues to advance its silicon capacitor and 3D stacking technologies, with its VHM solutions currently in the verification stage and expected to serve as a key growth driver by late 2027.
Read original
More in Electronic Technology
Electronic Technology · economic_daily · 2026-09-10
Taiwan's stock market closed lower as TSMC shares declined, though gains in MediaTek and the passive component sector provided some support amid geopolitical and rate-hike concerns.
1303, 2308, 2327, 2330, 2344, 2408, 2409, 2454, 2492, 3008, 3026, 3189, 3231, 3406, 3443, 3481, 3711, 6147, 6770, 8046
Electronic Technology · economic_daily · 2026-09-10
TSMC reported a record-breaking August revenue of NT$514.8 billion, driven by robust AI demand and advanced process expansion, marking a 53.3% year-over-year increase.
2330
Electronic Technology · cnbc · 2026-09-10
Taiwan Semiconductor Manufacturing Co. reported a 53.3% year-over-year revenue surge in August, fueled by relentless demand for artificial intelligence processors.
TSM, ASML, SOXX, XSD
Latest in Taiwan
Electronic Technology · economic_daily · 2026-09-10
Taiwan's stock market closed lower as TSMC shares declined, though gains in MediaTek and the passive component sector provided some support amid geopolitical and rate-hike concerns.
1303, 2308, 2327, 2330, 2344, 2408, 2409, 2454, 2492, 3008, 3026, 3189, 3231, 3406, 3443, 3481, 3711, 6147, 6770, 8046
Electronic Technology · economic_daily · 2026-09-10
TSMC reported a record-breaking August revenue of NT$514.8 billion, driven by robust AI demand and advanced process expansion, marking a 53.3% year-over-year increase.
2330
Electronic Technology · cnyes · 2026-09-10
Episil-Precision (3016) shares surged to the daily limit after reporting a 57.79% year-on-year revenue increase, bolstered by AI demand and rising wafer prices.
3016
Electronic Technology · economic_daily · 2026-09-10
Taiwan stocks faced downward pressure today, yet trading activity remained robust as investors flocked to tech stocks like AUO and UMC alongside popular ETFs.
00406, 0050, 00685, 00919, 2303, 2308, 2409, 6770