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On August 27, 2026, Kioxia Holdings published a document titled “Regarding Certain Media Reports.” The statement appears to be a response to an earlier Nikkei report about construction of a new plant in Iwate Prefecture (with investment topping ¥1 trillion). On 5ch, commenters noted this fits the familiar “template” pattern where reports leak ahead of official announcements and still turn out accurate, worried about disciplinary action against the employee behind the leak, and reacted to the stock price surging after the announcement.
Regarding Certain Media Reports | Kioxia Holdings Corporation
August 27, 2026
Kioxia Holdings Corporation
Source: kioxia-holdings.com / Original article here
What people said
The classic template for when a report leaks before the official announcement
Re: #6
Waiting to see how they punish the employee who leaked it
Waiting to see how they punish the employee who leaked it
Re: #6
Such a textbook pattern you wouldn't even need to ask ChatGPT ("Chappy" is 5ch slang for ChatGPT)
Such a textbook pattern you wouldn't even need to ask ChatGPT ("Chappy" is 5ch slang for ChatGPT)
Re: #1
Kioxia to build new memory manufacturing building in Iwate Prefecture — investment tops ¥1 trillion [119158863]
https://greta.5ch.io/test/read.cgi/poverty/1787783518/
Kioxia to build new memory manufacturing building in Iwate Prefecture — investment tops ¥1 trillion [119158863]
https://greta.5ch.io/test/read.cgi/poverty/1787783518/
Re: #8
Wondered who started this — turns out the source article's paywalled
Guessing an employee let it slip
Wondered who started this — turns out the source article's paywalled
Guessing an employee let it slip
So, which stock should I buy?
Re: #11
The power company, or whichever "Heavy Industries" makes the gas turbines for power generation
The power company, or whichever "Heavy Industries" makes the gas turbines for power generation
Re: #11
If you want a stable life,
just buy variable-rate 10-year Japanese government savings bonds.
Behind every smug flex post on social media there's a pile of people who got wiped out — and somewhere out there, a train is stopped again today (a dark dig at stock-loss suicides that delay trains)
If you want a stable life,
just buy variable-rate 10-year Japanese government savings bonds.
Behind every smug flex post on social media there's a pile of people who got wiped out — and somewhere out there, a train is stopped again today (a dark dig at stock-loss suicides that delay trains)
Nikkei spreading fake news again?
Re: #14
When a company says "this wasn't announced by us," it's almost always confirming the leak was accurate
When a company says "this wasn't announced by us," it's almost always confirming the leak was accurate
Re: #14
Get some media literacy
Get some media literacy
Kioxia's going to lose the competition and go under, isn't it —
Chinese companies are on the rise
Chinese companies are on the rise
Re: #22
Kind of telling when one of your biggest shareholders is a rival company
Kind of telling when one of your biggest shareholders is a rival company
They're basically saying "we're running a cartel here, quit reporting unnecessary stuff"
Interest rates are high on things like this, so they shouldn't build it with debt. Do a public share offering — at least ¥5 trillion, maybe max it out around ¥25 trillion.
Everyone would be thrilled, lolololol
Everyone would be thrilled, lolololol
Ha, a manipulated speculator stock (仕手株) huh
LMAO, LMAO…
LMAO, LMAO…
Re: #18
Nikkei reports it → company says "not an official announcement" → officially announced later.
Seen this exact pattern so many times lol
Nikkei reports it → company says "not an official announcement" → officially announced later.
Seen this exact pattern so many times lol
Building factories left and right is fine, but not on debt
Fund the whole thing through share offerings
Kioxia at ¥50,000 a share isn't a sane valuation to begin with, so it'd be way better to raise something like ¥25 trillion via public offering and sit on a pile of cash that lets them do anything.
Heck, they could even use that cash to go make acquisitions
Fund the whole thing through share offerings
Kioxia at ¥50,000 a share isn't a sane valuation to begin with, so it'd be way better to raise something like ¥25 trillion via public offering and sit on a pile of cash that lets them do anything.
Heck, they could even use that cash to go make acquisitions
Re: #57
What kind of setup do you post from that fills your text with so many random half-width spaces?
What kind of setup do you post from that fills your text with so many random half-width spaces?
They still have the technological edge, so all that's left is ramping up production capacity.
Playing defense as a NAND-only specialist is just a slow bleed.
Playing defense as a NAND-only specialist is just a slow bleed.
Re: #91
Are they going to make DRAM at the new plant?
Are they going to make DRAM at the new plant?
Hahahaha… not one person replying here actually knows anything about semiconductor capex or stock trends (lol)
Social media really is where all the idiots gather (man, my stomach hurts from laughing)
Social media really is where all the idiots gather (man, my stomach hurts from laughing)
Re: #97
Haven't got a clue. I just gotta swarm in behind the rich guys like a locust (イナゴ = 5ch slang for retail investors piling onto a hot trade), right?
Haven't got a clue. I just gotta swarm in behind the rich guys like a locust (イナゴ = 5ch slang for retail investors piling onto a hot trade), right?
Re: #94
Not an expert, but I'm sure they're working hard on R&D right now
Not an expert, but I'm sure they're working hard on R&D right now
Re: #98
Sounds like they're about to repeat the same mistake Intel made
Sounds like they're about to repeat the same mistake Intel made
Nikkei runs a speculative scoop
→ company denies it
→ turns out exactly like the Nikkei article said
Happens all the time
→ company denies it
→ turns out exactly like the Nikkei article said
Happens all the time
Re: #115
The Mitsubishi Heavy Industries–Hitachi merger story was just a baseless scoop though
The Mitsubishi Heavy Industries–Hitachi merger story was just a baseless scoop though
Even if they start building the new building now, memory demand might have cooled off by the time it's finished
Re: #129
That's exactly the kind of risk that makes share offerings unpopular in general
That's exactly the kind of risk that makes share offerings unpopular in general
Until this became big news I always thought it was pronounced "Kikuoshia"
Re: #146
I remembered it with "記憶しや!" ("memorize it!" — a pun on the name Kioxia) (´・ω・`)
I remembered it with "記憶しや!" ("memorize it!" — a pun on the name Kioxia) (´・ω・`)
Kioxia's memory cards were great —
no lag saving photos,
and cheap on top of it. Good purchase.
no lag saving photos,
and cheap on top of it. Good purchase.
Re: #158
Who's even talking about generic consumer memory cards here
Who's even talking about generic consumer memory cards here
*This article was compiled and summarized from the 5ch (Breaking News+) thread “Regarding Certain Media Reports — Kioxia.”
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