怪物化したキオクシアが、トヨタを超える利益を叩き出すカラクリとは
まるっと世界情勢
112,355 views
Two years ago, this company was experiencing its largest-ever losses since its founding.
Merge-in talks fell through, it couldn't go public, and the industry was worried about its future.
But now, its operating profit is 876.2 billion yen.
And it's said that it might surpass Toyota next fiscal year.
The company's name is Kioxia.
It was formerly known as Toshiba Memory.
What happened in two years?
• No dramatic reforms were implemented. They're still making the same products in the same factories.
• In the fiscal year ending March 2024, they recorded their largest-ever losses of 243.7 billion yen.
• The price decreases the more you produce—the fate of the silicon cycle.
• Competitors moved to the "more profitable" option.
• They couldn't move because they were a specialist. That's why they stayed there.
They didn't stop development even during the two years of losses.
In 1987, this technology was invented by a Japanese person.
Forty years later, after handing the technology over to Samsung in 1992...
Yokkaichi, Mie Prefecture, and Kitakami, Iwate Prefecture.
These two factories produce components that support AI worldwide.
Moving can give you the feeling of accomplishment.
Waiting offers no sense of progress.
Tanaka, with 20 years of experience in overseas sales for a manufacturer, will share the amazing stories of Japanese companies and their predecessors that he has witnessed around the world.
Please read to the end.
[Source] Yokkaichi Plant Overview (Kioxia Corporation)
https://www.kioxia.com/ja-jp/about/yo...
History of the Yokkaichi Plant (Kioxia Corporation)
https://www.kioxia.com/ja-jp/about/yo...
What is NAND Flash Memory? (Kioxia Corporation)
https://www.kioxia.com/ja-jp/rd/techn...
3D Flash Memory "BiCS" "FLASH?" (Kioxia Holdings Corporation)
https://www.kioxia.com/ja-jp/rd/techn...
Shareholder and Investor Information (Kioxia Holdings Corporation)
https://www.kioxia-holdings.com/ja-jp...
#Kioxia
#Toshiba
#JapaneseCompany
#Japan'sStrength
#Semiconductors
#Manufacturing
#OverseasSales
#AI
#WorldSituation
#Business
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Track: DDoong's Nap - D’doongs Nap | no copyright music | Grace ...
♪ Music Promoted by: Grace Does Ai
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20 Comments
させました（結果、C国は世界２位の経済大国になりました、そして日本の物つくりは、半導体、電化製品で大敗してしまいました。）
しかし、いまＣ国は民主化するどころか、独裁色を強め
軍事的に経済的にアメリカにとって脅威的な国になってしまいました。
いまは、アメリカがそれに気が付いているから、以前のような日本叩きはないと思います。
サンデスクを味方にしたのは、それもあると思います。
既存の持分15％を売却し、莫大な数兆ウォン以上の純利益を記録し
転換社債CBの14％台の持分は、2028年以降から株式へ転換可能になります。 キオクシアがトヨタの利益を上回ることは確定です。
メモリは2031年まで、驚異的な右肩上がりです。
サムスン電子の2028年の年間営業利益は85兆ウォンと予想される..
ハイニックス、2028年の年間営業利益は65兆ウォンと予想
キオクシアも2028年には7～8兆ウォンの利益が可能になります。
怪物化したキオクシアが、トヨタを超える利益を叩き出すカラクリとは
まるっと世界情勢
112,355 views
Two years ago, this company was experiencing its largest-ever losses since its founding.
Merge-in talks fell through, it couldn't go public, and the industry was worried about its future.
But now, its operating profit is 876.2 billion yen.
And it's said that it might surpass Toyota next fiscal year.
The company's name is Kioxia.
It was formerly known as Toshiba Memory.
What happened in two years?
• No dramatic reforms were implemented. They're still making the same products in the same factories.
• In the fiscal year ending March 2024, they recorded their largest-ever losses of 243.7 billion yen.
• The price decreases the more you produce—the fate of the silicon cycle.
• Competitors moved to the "more profitable" option.
• They couldn't move because they were a specialist. That's why they stayed there.
They didn't stop development even during the two years of losses.
In 1987, this technology was invented by a Japanese person.
Forty years later, after handing the technology over to Samsung in 1992...
Yokkaichi, Mie Prefecture, and Kitakami, Iwate Prefecture.
These two factories produce components that support AI worldwide.
Moving can give you the feeling of accomplishment.
Waiting offers no sense of progress.
Tanaka, with 20 years of experience in overseas sales for a manufacturer, will share the amazing stories of Japanese companies and their predecessors that he has witnessed around the world.
Please read to the end.
[Source] Yokkaichi Plant Overview (Kioxia Corporation)
https://www.kioxia.com/ja-jp/about/yo...
History of the Yokkaichi Plant (Kioxia Corporation)
https://www.kioxia.com/ja-jp/about/yo...
What is NAND Flash Memory? (Kioxia Corporation)
https://www.kioxia.com/ja-jp/rd/techn...
3D Flash Memory "BiCS" "FLASH?" (Kioxia Holdings Corporation)
https://www.kioxia.com/ja-jp/rd/techn...
Shareholder and Investor Information (Kioxia Holdings Corporation)
https://www.kioxia-holdings.com/ja-jp...
#Kioxia
#Toshiba
#JapaneseCompany
#Japan'sStrength
#Semiconductors
#Manufacturing
#OverseasSales
#AI
#WorldSituation
#Business
-------------------------------------------------------------
Music provided by BGM President
Track: DDoong's Nap - D’doongs Nap | no copyright music | Grace ...
♪ Music Promoted by: Grace Does Ai
--------------------------------------------------------------