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Major Bank Rating | Morgan Stanley: Kioxia Makes a Key Step Forward in AI Storage Upgrade, Maintains "Overweight" Rating

Major Bank Rating | Morgan Stanley: Kioxia Makes a Key Step Forward in AI Storage Upgrade, Maintains "Overweight" Rating

格隆汇格隆汇2026/07/07 01:38
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Golden Ten Data July 7|Morgan Stanley released its latest research report, maintaining an "Overweight" rating for Kioxia and a target price of 110,000 yen. The report pointed out that the mass production of the new generation BiCS-10 NAND flash memory represents that Kioxia’s next-generation enterprise SSD has started to move towards commercialization. This is expected to further enhance the company’s competitiveness in the AI data center and enterprise storage markets, laying the foundation for future product upgrades.

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