The AI boom is sweeping the globe, and memory stocks have become the focus!

Driven by the huge demand for data storage from AI, the share price of Kioxia Holdings Corp., a Japanese memory chip manufacturer, has experienced explosive growth, surging more than fivefold for the entire year. This not only places it among the top-performing stocks globally but also crowns it as the top-performing stock of the year on the Japan's Topix index, making it a typical representative of the dividends released by the AI industry chain.

As a globally renowned manufacturer of NAND flash memory, KIOXIA's core business aligns with the demands of the AI era. AI model training, inference, and data center construction require high-performance NAND flash memory chips to store massive amounts of data. This rigid demand has become the core driving force behind its stock price rise. Leveraging its technological strength, KIOXIA has accumulated customers such as technology giants Apple (AAPL-US) and Microsoft (MSFT-US). Its stable high-end resources not only ensure the basic revenue but also provide strong support for performance growth during the outbreak of AI demand.

The surge in stock prices is a direct reflection of market recognition. Data shows that by the end of 2025, KIOXIA's stock price had risen by approximately 540% over the year, far exceeding the global major market indices and surpassing all the constituent stocks of the MSCI World Index, ranking among the global "gainers". In Japan, KIOXIA's performance was equally impressive, clinching the title of Best Stock in the TSE Stock Price Index for 2025, becoming the focus of the Japanese capital market.

It is noteworthy that Kioxia's stock price surge occurred just one year after its listing. The company made its debut on the Tokyo Stock Exchange in December 2024, and within a short span of one year, its market capitalization climbed to approximately 5.7 trillion yen, achieving rapid value realization. This is attributed to both the dividend boost from the "super cycle" of the AI-driven storage industry and the market's recognition of its competitive position in the global NAND flash memory market.