{"slug":"kioxia","name":"키옥시아","name_en":"Kioxia","ticker":"285A.T","updated_at":"2026-07-12T08:24:10.600669+00:00","canonical":"https://valuechain.wiki/kioxia","same_as":["https://finance.yahoo.com/quote/285A.T"],"citable":"밸류체인 그래프 기준 키옥시아의 직접 연결 기업은 10곳(관계 기준 공급 7·매출 3)이고, 사슬을 2차까지 넓히면 56곳에 닿는다. 링크의 근거 출처는 13건이며 그중 1차공시가 3건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Kioxia is directly linked to 10 companies (7 supply, 3 revenue relationships) and reaches 56 companies within two hops; the links are backed by 13 dated sources, 3 of them primary filings (as of 2026-07-12).","kicker":"NAND 플래시 메모리","kicker_en":"NAND flash memory","lead":"키옥시아는 세계 3~4위(점유율 약 16%) NAND 플래시 제조사로, 일본 욧카이치·기타카미에 세계 최대급 NAND 팹을 운영한다. 2024년 12월 상장 후 AI 데이터센터용 고속 SSD 수요가 폭증하며 실적·주가가 급등했고(엔비디아와 AI SSD 협력), 캐논과는 10년간 NIL(나노임프린트) 공정을 공동개발해 EUV 없이 NAND 미세화를 노리는 대체 리소 실험도 병행한다. 장비·소재는 도쿄일렉트론·램리서치·ASML·도쿄오카 등 글로벌 공급망에 의존한다.","lead_en":"Kioxia is a top-3/4 NAND flash maker (~16% share) running some of the world's largest NAND fabs in Yokkaichi and Kitakami. After its December 2024 IPO, surging demand for fast AI-datacenter SSDs lifted results and the stock (it partners with NVIDIA on AI SSDs), and it co-develops nanoimprint (NIL) lithography with Canon over a 10-year program — an alternative-litho experiment to scale NAND without EUV. It depends on a global supply chain of Tokyo Electron, Lam Research, ASML and Tokyo Ohka for equipment and materials.","segments":{"fy":2026,"parts":[{"desc":"세계 3~4위(약 16%) NAND 플래시 — 욧카이치·기타카미 대형 팹. AI 데이터센터 SSD 수요가 성장 축, 캐논 NIL 공동개발로 미세화 대안 실험.","name":"NAND 플래시 메모리"}],"total":"2조3,370억엔 (FY2026, 2026.3期, +37%, 사상 첫 2조엔 돌파)·영업익 8,704억엔(+92.7%) — AI SSD·ASP 급등","source":"https://www.kioxia.com/en-jp/ir.html","concentration":"NAND 플래시 메모리."},"segments_en":{"fy":2026,"parts":[{"desc":"A top-3/4 NAND flash maker (~16%) — large fabs in Yokkaichi and Kitakami. 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Tech","tier":3,"returns_yearly":{"2021":-24.2,"2022":-6.1,"2023":57.9,"2024":5.9,"2025":56.7,"2026":108.1}},{"slug":"hana-micron","name":"하나마이크론","name_en":"Hana Micron","tier":3,"returns_yearly":{"2021":109,"2022":-41,"2023":143.5,"2024":-52.4,"2025":269.3,"2026":5.3}},{"slug":"hoya","name":"호야","name_en":"Hoya Corporation","tier":3,"returns_yearly":{"2021":10.8,"2022":-3,"2023":34.4,"2024":11.3,"2025":24.9,"2026":-2.9}}],"analysis":"키옥시아의 논점은 'NAND 슈퍼사이클에 통째로 올라탄 상장 첫해 메모리주'다. 세계 3~4위(약 16%) NAND 제조사로 2024년 12월 상장 직후 AI·데이터센터 고속 SSD 수요가 폭증하며 2025 +1,082%·2026 +261%의 극단적 급등을 냈다 — 메모리는 가격·가동률 사이클이 실적을 좌우해 상방·하방이 모두 가파르다. 구조적 상방은 AI 저장 수요와 QLC 고밀도화이고, 캐논 NIL 공동개발은 EUV 없이 미세화하려는 옵션적 베팅이다. 다만 장비·소재를 도쿄일렉트론·램리서치·ASML에 의존하고 NAND 가격 반전에 취약해, 주가가 사슬보다 앞서 달린 만큼 수요가 못 따라오면 되돌림이 먼저 온다. 관전 포인트는 NAND 가격 사이클과 AI SSD 채택 속도다.","analysis_en":"Kioxia's thesis is 'a first-year public memory stock riding the entire NAND supercycle.' As a top-3/4 NAND maker (~16%), right after its December 2024 IPO surging demand for fast AI/datacenter SSDs produced extreme gains of +1,082% in 2025 and +261% in 2026 — memory results turn on price and utilization cycles, so both upside and downside are steep. The structural upside is AI storage demand and QLC densification, and the Canon NIL co-development is an optional bet to scale without EUV. But it depends on Tokyo Electron, Lam and ASML for equipment/materials and is vulnerable to a NAND-price reversal, so having run ahead of its chain it gives back first if demand fails to follow. What to watch is the NAND-price cycle and AI-SSD adoption pace.","analysis_asof":"2026-07-10"},"edges":[{"direction":"cost","counterparty":"도쿄일렉트론","counterparty_slug":"tokyo-electron","confidence":"high","metric":null,"note":"도쿄일렉트론에서 NAND 양산 장비·웨이퍼 매입.","note_en":"Purchases NAND production equipment and wafers from Tokyo Electron.","sources":[{"stance":"confirms","publisher":"뉴스1","publisher_en":"News1","kind":"news","lang":"ko","published_at":"2025-11-01","url":"https://www.news1.kr/industry/general-industry/5997227","title":"키옥시아 NAND 3위, eSSD 견조","title_en":"Kioxia ranks No.3 in NAND","excerpt":"도쿄일렉트론에서 NAND 양산 장비·웨이퍼 매입.","excerpt_en":"Buys NAND fab equipment and wafers from Tokyo Electron (TEL)."},{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kioxia.com/en-jp/ir.html","title":"Kioxia IR","title_en":"Kioxia IR","excerpt":"도쿄일렉트론에서 NAND 양산 장비·웨이퍼 매입.","excerpt_en":"Buys NAND fab equipment and wafers from Tokyo Electron (TEL)."}]},{"direction":"cost","counterparty":"램리서치","counterparty_slug":"lam-research","confidence":"high","metric":null,"note":"램리서치에서 NAND 양산 장비·웨이퍼 매입.","note_en":"Purchases NAND production equipment and wafers from Lam Research.","sources":[{"stance":"confirms","publisher":"뉴스1","publisher_en":"News1","kind":"news","lang":"ko","published_at":"2025-11-01","url":"https://www.news1.kr/industry/general-industry/5997227","title":"키옥시아 NAND 3위, eSSD 견조","title_en":"Kioxia ranks No.3 in NAND","excerpt":"램리서치에서 NAND 양산 장비·웨이퍼 매입.","excerpt_en":"Buys NAND fab equipment and wafers from Lam Research."},{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kioxia.com/en-jp/ir.html","title":"Kioxia IR","title_en":"Kioxia IR","excerpt":"램리서치에서 NAND 양산 장비·웨이퍼 매입.","excerpt_en":"Buys NAND fab equipment and wafers from Lam Research."}]},{"direction":"investor","counterparty":"베인 캐피털 컨소시엄 + 도시바","counterparty_slug":null,"confidence":"high","metric":null,"note":"베인 캐피털 주도 컨소시엄이 51.3%, 도시바 32.3% 보유.","note_en":"Bain-led consortium holds 51.3%; Toshiba 32.3%.","sources":[{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"research","lang":"en","published_at":"2024-12-10","url":"https://www.trendforce.com/news/2024/12/10/news-kioxia-finalizes-ipo-price-sk-hynix-poised-to-become-third-largest-shareholder/","title":"Kioxia Finalizes IPO Price, SK Hynix Poised to Become Third-Largest Shareholder","title_en":"Kioxia Finalizes IPO Price, SK Hynix Poised to Become Third-Largest Shareholder","excerpt":"IPO 이후 베인 캐피털이 이끄는 지분은 약 52%, 도시바는 약 32%로 최대·2대 주주를 유지하며(SK하이닉스가 전환 후 약 14%로 3대 주주), 베인 컨소시엄과 도시바의 소유 구조가 이어진다.","excerpt_en":"After the IPO, the Bain Capital-led stake settles around 52% and Toshiba around 32% as the two largest shareholders (SK Hynix third at about 14% once converted), continuing the Bain consortium and Toshiba ownership."}]},{"direction":"revenue","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"mid","metric":{"type":"share","unit":"%","basis":"NAND 세계 점유율","value":16,"period":"2024","basis_en":"global NAND share","qualifier":"band"},"note":"NVIDIA에 AI·데이터센터용 NAND·SSD 공급.","note_en":"Supplies NAND/SSD for AI and datacenters to NVIDIA.","sources":[{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"filing","lang":"en","published_at":"2026-05-21","url":"https://www.kioxia-holdings.com/en-jp/ir.html","title":"키옥시아 FY2026(2026.3期) 연결 결산","title_en":"Kioxia Holdings FY2026 (year ended March 2026) Consolidated Results","excerpt":"키옥시아 FY2026 매출 2조3,370억엔(+37%, 사상 첫 2조엔)·영업익 8,704억엔(+92.7%). AI 데이터센터 SSD 수요·ASP 급등, 미국 상장.","excerpt_en":"Kioxia FY2026 revenue JPY 2,337bn (+37%, first over JPY 2tn), operating profit JPY 870.4bn (+92.7%); AI datacenter SSD demand and ASP surge; US listing."},{"stance":"confirms","publisher":"뉴스1","publisher_en":"News1","kind":"news","lang":"ko","published_at":"2025-11-01","url":"https://www.news1.kr/industry/general-industry/5997227","title":"키옥시아 NAND 3위, eSSD 견조","title_en":"Kioxia ranks No.3 in NAND","excerpt":"NVIDIA에 AI·데이터센터용 NAND·SSD 공급.","excerpt_en":"Supplies NAND/SSD for AI and datacenters to NVIDIA."},{"stance":"confirms","publisher":"블록스앤파일스","publisher_en":"Blocks & Files","kind":"news","lang":"en","published_at":"2025-09-15","url":"https://blocksandfiles.com/2025/09/15/kioxia-100-million-iops-ssd-nvidia/","title":"Kioxia developing 100 million IOPS SSD for Nvidia","title_en":"Kioxia developing 100 million IOPS SSD for Nvidia","excerpt":"키옥시아는 엔비디아의 요청으로 100M IOPS SSD를 개발 중이며, 두 개를 엔비디아 GPU에 직결해 총 200M IOPS를 제공하고 GenAI 워크로드에서 HBM을 일부 대체하는 것을 목표로 한다.","excerpt_en":"Kioxia, at the request of Nvidia, is developing a 100 million IOPS SSD, with two directly connected to an Nvidia GPU for a total of 200 million IOPS, partly replacing HBM for GenAI workloads."},{"stance":"confirms","publisher":"키옥시아 통합보고서","publisher_en":"Kioxia Integrated Report","kind":"filing","lang":"en","published_at":"2025-06-30","url":"https://www.kioxia-holdings.com/content/dam/kioxia-hd/en-jp/ir/library/integrated-report/2025/asset/Integrated-Report-2025-all-view-en.pdf","title":"키옥시아 통합보고서 — kioxia 실적","title_en":"Kioxia Integrated Report — kioxia results","excerpt":"2025년 3월기 매출 1조7,065억엔(비GAAP 영업익 4,530억)","excerpt_en":"FYE Mar 2025 revenue ¥1,706.5bn (non-GAAP OP ¥453.0bn)"},{"stance":"confirms","publisher":"EDINET/회사 IR","publisher_en":"EDINET / company IR","kind":"filing","lang":"ja","published_at":"2025-06-20","url":"https://disclosure2dl.edinet-fsa.go.jp/searchdocument/pdf/S100W19Q.pdf","title":"kioxia 有価証券報告書 (EDINET)","title_en":"Annual Securities Report (EDINET)","excerpt":"有価証券報告書: 매출·고객·사업.","excerpt_en":"Annual securities report: revenue, customers, business."},{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kioxia.com/en-jp/ir.html","title":"Kioxia IR","title_en":"Kioxia IR","excerpt":"NVIDIA에 AI·데이터센터용 NAND·SSD 공급.","excerpt_en":"Supplies NAND/SSD for AI and datacenters to NVIDIA."}]},{"direction":"cost","counterparty":"신에쓰화학","counterparty_slug":"shin-etsu","confidence":"mid","metric":null,"note":"신에쓰화학에서 NAND 양산 장비·웨이퍼 매입.","note_en":"Purchases NAND production equipment and wafers from Shin-Etsu Chemical.","sources":[{"stance":"confirms","publisher":"뉴스1","publisher_en":"News1","kind":"news","lang":"ko","published_at":"2025-11-01","url":"https://www.news1.kr/industry/general-industry/5997227","title":"키옥시아 NAND 3위, eSSD 견조","title_en":"Kioxia ranks No.3 in NAND","excerpt":"신에쓰화학에서 NAND 양산 장비·웨이퍼 매입.","excerpt_en":"Buys NAND fab equipment and wafers from Shin-Etsu Chemical."},{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kioxia.com/en-jp/ir.html","title":"Kioxia IR","title_en":"Kioxia IR","excerpt":"신에쓰화학에서 NAND 양산 장비·웨이퍼 매입.","excerpt_en":"Buys NAND fab equipment and wafers from Shin-Etsu Chemical."}]},{"direction":"cost","counterparty":"ASML","counterparty_slug":"asml","confidence":"mid","metric":null,"note":"ASML에서 NAND 양산 장비·웨이퍼 매입.","note_en":"Buys NAND fab equipment and wafers from ASML.","sources":[{"stance":"confirms","publisher":"뉴스1","publisher_en":"News1","kind":"news","lang":"ko","published_at":"2025-11-01","url":"https://www.news1.kr/industry/general-industry/5997227","title":"키옥시아 NAND 3위, eSSD 견조","title_en":"Kioxia ranks No.3 in NAND","excerpt":"ASML에서 NAND 양산 장비·웨이퍼 매입.","excerpt_en":"Buys NAND fab equipment and wafers from ASML."},{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kioxia.com/en-jp/ir.html","title":"Kioxia IR","title_en":"Kioxia IR","excerpt":"ASML에서 NAND 양산 장비·웨이퍼 매입.","excerpt_en":"Buys NAND fab equipment and wafers from ASML."}]},{"direction":"revenue","counterparty":"SSD·전자제품 OEM (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"fy":2026,"op_jpy_bn":870.4,"revenue_jpy_bn":2337,"revenue_yoy_pct":37},"note":"AI·데이터센터용 NAND·SSD을(를) SSD·전자제품 OEM에 공급.","note_en":"Supplies NAND and SSDs for AI and data centers to SSD and electronics OEMs.","sources":[{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"filing","lang":"en","published_at":"2026-05-21","url":"https://www.kioxia-holdings.com/en-jp/ir.html","title":"키옥시아 FY2026(2026.3期) 연결 결산","title_en":"Kioxia Holdings FY2026 (year ended March 2026) Consolidated Results","excerpt":"키옥시아 FY2026 매출 2조3,370억엔(+37%, 사상 첫 2조엔)·영업익 8,704억엔(+92.7%). AI 데이터센터 SSD 수요·ASP 급등, 미국 상장.","excerpt_en":"Kioxia FY2026 revenue JPY 2,337bn (+37%, first over JPY 2tn), operating profit JPY 870.4bn (+92.7%); AI datacenter SSD demand and ASP surge; US listing."},{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"research","lang":"en","published_at":"2025-12-03","url":"https://www.trendforce.com/presscenter/news/20251203-12813.html","title":"AI Infrastructure Continues to Strengthen NAND Flash Demand; Kioxia Posts Highest QoQ Growth of 33.1% in 3Q25","title_en":"AI Infrastructure Continues to Strengthen NAND Flash Demand; Kioxia Posts Highest QoQ Growth of 33.1% in 3Q25","excerpt":"CSP의 AI 데이터센터 증설로 엔터프라이즈 SSD 수요가 강했고, 키옥시아는 AI 서버 수요와 BiCS8 전환에 힘입어 3Q25 매출이 전분기比 33.1% 늘어 $28.4억을 기록, 5대 공급사 중 최고 성장률을 냈다.","excerpt_en":"CSPs' AI data-center buildout drove strong enterprise-SSD demand, and Kioxia's revenue rose 33.1% QoQ to about $2.84B in 3Q25 on AI-server demand and the BiCS8 shift, the highest growth among the top five suppliers."},{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kioxia.com/en-jp/ir.html","title":"Kioxia IR","title_en":"Kioxia IR","excerpt":"AI·데이터센터용 NAND·SSD을(를) SSD·전자제품 OEM에 공급.","excerpt_en":"Supplies NAND/SSD for AI and datacenters to SSD and electronics OEM."}]},{"direction":"cost","counterparty":"Advantest","counterparty_slug":"advantest","confidence":"mid","metric":null,"note":"Advantest에서 NAND 양산 장비·웨이퍼 매입.","note_en":"Buys NAND fab equipment and wafers from Advantest.","sources":[{"stance":"confirms","publisher":"뉴스1","publisher_en":"News1","kind":"news","lang":"ko","published_at":"2025-11-01","url":"https://www.news1.kr/industry/general-industry/5997227","title":"키옥시아 NAND 3위, eSSD 견조","title_en":"Kioxia ranks No.3 in NAND","excerpt":"Advantest에서 NAND 양산 장비·웨이퍼 매입.","excerpt_en":"Buys NAND fab equipment and wafers from Advantest."},{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kioxia.com/en-jp/ir.html","title":"Kioxia IR","title_en":"Kioxia IR","excerpt":"Advantest에서 NAND 양산 장비·웨이퍼 매입.","excerpt_en":"Buys NAND fab equipment and wafers from Advantest."}]},{"direction":"revenue","counterparty":"Phison","counterparty_slug":"phison","confidence":"mid","metric":{"fy":2026,"op_jpy_bn":870.4,"revenue_jpy_bn":2337,"revenue_yoy_pct":37},"note":"Phison SSD 솔루션에 NAND 공급.","note_en":"Supplies NAND to Phison SSD solutions.","sources":[{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"filing","lang":"en","published_at":"2026-05-21","url":"https://www.kioxia-holdings.com/en-jp/ir.html","title":"키옥시아 FY2026(2026.3期) 연결 결산","title_en":"Kioxia Holdings FY2026 (year ended March 2026) Consolidated Results","excerpt":"키옥시아 FY2026 매출 2조3,370억엔(+37%, 사상 첫 2조엔)·영업익 8,704억엔(+92.7%). AI 데이터센터 SSD 수요·ASP 급등, 미국 상장.","excerpt_en":"Kioxia FY2026 revenue JPY 2,337bn (+37%, first over JPY 2tn), operating profit JPY 870.4bn (+92.7%); AI datacenter SSD demand and ASP surge; US listing."},{"stance":"confirms","publisher":"DigiTimes","publisher_en":"DigiTimes","kind":"news","lang":"en","published_at":"2026-03-08","url":"https://www.digitimes.com/news/a20260308PD200/phison-2026-growth-2025-nand-flash.html","title":"Phison, AI로 사상 최대 이익·2026 폭발 성장 전망","title_en":"Phison rides AI to record profits, sees explosive 2026 growth","excerpt":"Phison SSD 솔루션에 NAND 공급.","excerpt_en":"Supplies NAND to Phison SSD solutions."}]},{"direction":"revenue","counterparty":"에버퓨어 (구 퓨어스토리지)","counterparty_slug":"pure-storage","confidence":"mid","metric":null,"note":"Pure DirectFlash 모듈에 NAND 공급.","note_en":"Supplies NAND to Pure DirectFlash modules.","sources":[{"stance":"confirms","publisher":"FinancialContent","publisher_en":"FinancialContent","kind":"research","lang":"en","published_at":"2026-01-02","url":"https://markets.financialcontent.com/stocks/article/predictstreet-2026-1-2-pure-storage-pstg-the-architecture-of-the-ai-factory-and-the-future-of-the-all-flash-data-center","title":"Pure Storage, AI 팩토리 올플래시 아키텍처","title_en":"Pure Storage: the all-flash AI-factory architecture","excerpt":"Pure DirectFlash 모듈에 NAND 공급.","excerpt_en":"Supplies NAND to Pure DirectFlash modules."}]},{"direction":"cost","counterparty":"도쿄오카","counterparty_slug":"tokyo-ohka","confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"포토레지스트 조달처(세계 점유율 1위 24.7%, EUV 2위 28%). 도쿄오카 IR에서 주요 고객으로 실명 언급.","note_en":"Photoresist supplier (world No.1 at 24.7%, No.2 in EUV at 28%); Kioxia named among TOK's key customers in IR.","sources":[{"stance":"mentions","publisher":"이벤토스(IR 강연록)","publisher_en":"Eventos (IR lecture note)","kind":"ir","lang":"ja","published_at":"2025-12-06","url":"https://events.co.jp/lecture-note/251206-tok/","title":"도쿄오카 IR 강연: 주요 고객과 사업 구조","title_en":"TOK IR briefing: key customers and business structure","excerpt":"キオクシア社 등 주요 고객 실명 열거 (도쿄오카 IR).","excerpt_en":"Kioxia named among TOK's key customers (IR briefing)."}]},{"direction":"cost","counterparty":"캐논 (NIL 임프린트 장비)","counterparty_slug":"canon","confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"캐논과 10년간 NIL 공정을 공동개발 — 캐논 임프린트 장비를 도입해 NAND 양산 공정을 검증 중.","note_en":"Decade-long NIL co-development with Canon — adopting Canon's imprint tool to qualify NAND production.","sources":[{"stance":"confirms","publisher":"IEEE Spectrum","publisher_en":"IEEE Spectrum","kind":"news","lang":"en","published_at":"2024-03-01","url":"https://spectrum.ieee.org/nanoimprint-lithography","title":"Canon Delivers Nanoimprint Lithography to Compete With EUV","title_en":"Canon Delivers Nanoimprint Lithography to Compete With EUV","excerpt":"Canon–Kioxia–DNP decade-long NIL co-development.","excerpt_en":"Canon–Kioxia–DNP decade-long NIL co-development."},{"stance":"confirms","publisher":"Canon","publisher_en":"Canon","kind":"news","lang":"en","published_at":"2023-10-13","url":"https://global.canon/en/technology/nil-2023.html","title":"나노임프린트 리소그래피 (Canon Technology)","title_en":"Nanoimprint Lithography (Canon Technology)","excerpt":"Canon–Kioxia–DNP decade-long NIL co-development.","excerpt_en":"Canon–Kioxia–DNP decade-long NIL co-development."}]},{"direction":"cost","counterparty":"부품·소재·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"제조용 부품·소재·R&D(비공개).","note_en":"Parts, materials and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"키옥시아","publisher_en":"Kioxia","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kioxia.com/en-jp/ir.html","title":"Kioxia IR","title_en":"Kioxia IR","excerpt":"제조용 부품·소재·R&D(비공개).","excerpt_en":"Parts, materials and R&D (undisclosed)."}]}]}