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Top Companies' AI MovesAI Business & IndustryAI Stocks & MarketsTop Companies AIPublished: Aug 30, 2026, 06:32 JST1 min read

Kioxia, Advantest Picked as Top AI Semiconductor Stocks

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Kioxia, Advantest Picked as Top AI Semiconductor Stocks

Key takeaway

  • Diamond Zai recommends Kioxia and Advantest as top AI semiconductor stocks. Kioxia's stock jumped 10x but halved recently.

  • Both companies show strong earnings growth.

  • Professionals expect continued growth despite market volatility.

3 Key Points

  1. What happened

    Diamond Zai's October issue feature, "Strongest 87 Japanese Stocks [Summer 2026]," highlights Kioxia Holdings and Advantest as the top two AI/semiconductor stocks recommended by 21 professional strategists and analysts. Kioxia's stock has risen about 10x since the start of the year before halving in just over a month.

  2. Why it matters

    AI data center investment is expanding from GPUs to memory, inspection and manufacturing equipment, electronic materials, optical communications, and power and cooling. As AI semiconductors become more complex, memory capacity needs and inspection times increase, supporting continued earnings growth for related stocks despite price corrections.

  3. What to watch

    Kioxia's previous fiscal year operating profit rose 92.7% year-on-year to 870.4 billion yen. Advantest reached a 60% global share in 2025 for SoC testers and memory testers, with the current fiscal year expected to see record profits.

Ask the AI about this article →

FAQ

What is Kioxia Holdings' main business?
Kioxia is one of the world's largest NAND flash memory manufacturers, benefiting from AI data center SSD demand and rising selling prices. Its previous fiscal year operating profit increased 92.7% to 870.4 billion yen.
Why is Advantest's tester business growing?
Advantest's demand is surging due to AI semiconductor performance and complexity increases, plus HBM adoption. It holds a 60% global share in SoC and memory testers for 2025, and is expected to update record profits this fiscal year.
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