---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42850995.md"
description: "$KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM(KXIAY.US) rose 18%, and storage-themed $Tema Memory ETF(DISK.US) and $Kurv Memory Select ETF(KMEM.US) also surged by over ten points, reigniting the narrative of an AI storage super cycle.DRAM contract prices rose 93% to 98% quarter-on-quarter in Q1, with another 58% to 63% increase in Q2; NAND followed a similar magnitude. HBM capacity is sold out until 2027, and the supply-demand gap will persist for at least two more years. Pure-play storage names like Kioxia offer direct elasticity, while thematic tools capture capital flowing through the entire storage chain. However, note that the year-over-year growth rate of DRAM price hikes is slowing, leaving limited room for further earnings upgrades."
datetime: "2026-07-22T10:09:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42850995.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42850995.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42850995.md)
author: "[存存](https://longbridge.com/en/profiles/26850818.md)"
---

# $KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0…


### Related Stocks

- [KXIAY.US](https://longbridge.com/en/quote/KXIAY.US.md)
- [DISK.US](https://longbridge.com/en/quote/DISK.US.md)
- [KMEM.US](https://longbridge.com/en/quote/KMEM.US.md)