{"id":623829,"date":"2025-12-30T08:15:13","date_gmt":"2025-12-30T06:15:13","guid":{"rendered":"https:\/\/mybroadband.co.za\/news\/?p=623829"},"modified":"2025-12-30T08:21:01","modified_gmt":"2025-12-30T06:21:01","slug":"the-tech-company-which-is-the-worlds-best-performing-stock","status":"publish","type":"post","link":"https:\/\/mybroadband.co.za\/news\/hardware\/623829-the-tech-company-which-is-the-worlds-best-performing-stock.html","title":{"rendered":"The tech company which is the world’s best-performing stock"},"content":{"rendered":"\n

Artificial intelligence\u2019s insatiable appetite for data storage has delivered Japanese memory chipmaker Kioxia Holdings world-beating stock gains this year, a sign that the AI boom is alive and well despite recent market jitters.<\/p>\n\n\n\n

Kioxia\u2019s shares have risen around 540% year-to-date, outperforming all other members of the MSCI World Index and making it the top stock in Japan\u2019s Topix benchmark for 2025.<\/p>\n\n\n\n

The NAND flash memory maker, which only debuted on the Tokyo Stock Exchange last December, counts Apple and Microsoft among its clients and is now worth about \u00a55.7 trillion ($36 billion).<\/p>\n\n\n\n

Kioxia\u2019s stratospheric climb illustrates the tech industry\u2019s booming demand for memory as hyperscalers rush to build out AI infrastructure.<\/p>\n\n\n\n

Chips like Kioxia\u2019s are essential for AI training and data centers. This year, major tech firms warned of a memory supply crunch amid soaring demand, with analysts forecasting<\/a> a jump in prices.<\/p>\n\n\n\n

The memory rush has been a boon for Kioxia shares, as investors anticipate solid demand and rising prices will boost its revenue.<\/p>\n\n\n\n

\u201cIn tech, we go into 2026 mainly geared to memory, whether that\u2019s direct exposure to Kioxia or second derivative plays,\u201d said Amir Anvarzadeh, Japan equity strategist at Asymmetric Advisors.<\/p>\n\n\n\n

Chip wafer makers like Sumco also stand to benefit from strong memory demand next year, he said.<\/p>\n\n\n\n

Still, the stock\u2019s performance has raised some concerns about overvaluation which have also weighed on other AI-related shares in recent months.<\/p>\n\n\n\n

Kioxia dropped 23% in a day after its quarterly earnings undershot investors\u2019 lofty expectations in November.<\/p>\n\n\n\n

With memory demand still far outstripping supply, however, Kioxia looks well-placed to weather AI market jitters in 2026, said Anvarzadeh.<\/p>\n\n\n\n

\u201cWorries about a data centre investment slowdown shouldn\u2019t really affect memory prices for next term, as the market is already heavily undersupplied,\u201d he said.<\/p>\n\n\n\n

\"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

Artificial intelligence’s insatiable appetite for data storage has delivered world-beating stock gains this year for a relatively recently listed Japanese memory chipmaker.<\/p>\n","protected":false},"author":341034,"featured_media":623833,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[92837,19,15],"tags":[94343,102723,79232,102724],"class_list":["post-623829","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai","category-business","category-hardware","tag-amir-anvarzadeh","tag-asymmetric-advisors","tag-kioxia","tag-sumco"],"_links":{"self":[{"href":"https:\/\/mybroadband.co.za\/news\/wp-json\/wp\/v2\/posts\/623829"}],"collection":[{"href":"https:\/\/mybroadband.co.za\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mybroadband.co.za\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mybroadband.co.za\/news\/wp-json\/wp\/v2\/users\/341034"}],"replies":[{"embeddable":true,"href":"https:\/\/mybroadband.co.za\/news\/wp-json\/wp\/v2\/comments?post=623829"}],"version-history":[{"count":2,"href":"https:\/\/mybroadband.co.za\/news\/wp-json\/wp\/v2\/posts\/623829\/revisions"}],"predecessor-version":[{"id":623835,"href":"https:\/\/mybroadband.co.za\/news\/wp-json\/wp\/v2\/posts\/623829\/revisions\/623835"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mybroadband.co.za\/news\/wp-json\/wp\/v2\/media\/623833"}],"wp:attachment":[{"href":"https:\/\/mybroadband.co.za\/news\/wp-json\/wp\/v2\/media?parent=623829"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mybroadband.co.za\/news\/wp-json\/wp\/v2\/categories?post=623829"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mybroadband.co.za\/news\/wp-json\/wp\/v2\/tags?post=623829"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}