Kioxia ADR plunges 15% as third-quarter outlook falls short of market expectations

The first-week premium determines whether it is a revaluation entry or a crowded trade.

There are several indicators to determine whether DRAM will be replaced.

Please use TSMC as a reference.

This is not just a fundraising move, but also a strategic play to capture the attention of AI investors.

The market is concerned about the imbalance between AI capital expenditure and return on investment, South Korea's expansion plan exacerbating future oversupply, as well as arbitrage trading and leveraged ETF adjustments, all of which have triggered a sector sell-off.