AI内存需求暴增，铠侠今年涨幅达540%，领跑全球AI股

Core Viewpoint - Kioxia, a Japanese memory chip manufacturer, has seen a remarkable stock price increase of 540% since its listing in December last year, surpassing all components of the MSCI World Index, with a current market capitalization of approximately $36 billion, driven by the surge in demand for storage chips due to AI infrastructure development [1][3][5]. Group 1: Market Performance - Kioxia has become the best-performing stock globally this year, with a year-to-date increase of 540%, leading the Tokyo Stock Exchange's 2025 growth rankings [3]. - The company's market capitalization has reached about 5.7 trillion yen (approximately $36 billion), with major clients including tech giants like Apple and Microsoft [5]. Group 2: Demand and Supply Dynamics - The demand for storage chips has surged as large-scale cloud service providers accelerate the construction of AI infrastructure, making these chips critical components for AI training and data centers [6][8]. - Major tech companies have warned of a tight supply of storage chips, with analysts predicting significant price increases, which supports Kioxia's stock price [7][9]. Group 3: Future Outlook - Despite concerns about valuation leading to short-term volatility, the ongoing supply tightness is expected to bolster Kioxia's prospects through 2026 [10][12]. - Analysts believe that Kioxia is well-positioned to navigate the fluctuations in the AI market due to the persistent demand for memory that exceeds supply [12].