Kioxia Achieves Historic One Trillion Yen Quarterly Revenue Powered by AI Demand

Kioxia Holdings Corporation has delivered a monumental financial performance for the fourth quarter of its two thousand twenty-five fiscal year, spanning from January to March two thousand twenty-six. The company's quarterly revenue surged by eighty-five percent quarter on quarter to reach one trillion twenty-nine billion yen. Concurrently, non-GAAP operating income skyrocketed by more than four times to five hundred ninety-nine billion one hundred million yen. This extraordinary growth propelled Kioxia's quarterly operating profit margin to an unprecedented level of approximately sixty percent.

The historic surge in profitability was primarily driven by a sharp increase in the average selling price of NAND flash memory, combined with exponential demand for high-capacity storage solutions in Artificial Intelligence inference servers. The global flash memory market is experiencing severe supply-demand tightness as enterprise data centers scramble to upgrade their hardware infrastructures for AI workloads. Although Kioxia's bit shipment volume decreased by approximately ten percent quarter on quarter due to planned production facility maintenance and the exhaustion of inventory sold in the previous quarter, the structural price increases more than compensated for the lower volume.

For the full fiscal year of two thousand twenty-five, Kioxia recorded an all-time high revenue of two trillion three hundred seventy-seven billion six hundred million yen, representing a thirty-seven percent increase year on year. Full-year operating income reached eight hundred seventy-six billion two hundred million yen, an increase of ninety-three percent. Looking ahead to the next quarter from April to June two thousand twenty-six, Kioxia has set an aggressive forecast, targeting revenue of one trillion seven hundred fifty billion yen and an operating income of one trillion three hundred billion yen. The company anticipates continued average selling price growth across all product applications and a significant rise in long-term agreement requests from major enterprise clients.