# 키옥시아 (285A.T)
> NAND 플래시 세계 3~4위(점유율 약 16%). 일본 욧카이치·기타카미에 세계 최대 NAND 생산. 2024년 12월 상장. 엔비디아와 AI용 고속 SSD 협력. 장비·웨이퍼·소재를 글로벌 공급사에서 조달.
Canonical: https://valuechain.wiki/kioxia · Updated: 2026-06-21T12:40:57.817866+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: NAND 플래시 메모리
- 사업부문: NAND 플래시 메모리

## Annual stock return (as of 2026-06-19)
- 2025: +1082.1%
- 2026 YTD: +408.4%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-06-19)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Apple | lead3 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +9.8% |
| CoreWeave | lead2 | · | · | · | · | · | +64.7% |
| Foxconn | lead2 | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +21.8% |
| 알파벳 (구글) | lead2 | +65.3% | -39.1% | +58.3% | +35.8% | +66.1% | +17.8% |
| 아마존 | lead2 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +5.9% |
| Super Micro | lead2 | +38.8% | +86.8% | +246.2% | +7.2% | -4% | +4.7% |
| 메타 플랫폼스 | lead2 | +23.1% | -64.2% | +194.1% | +65.9% | +13.1% | -12.3% |
| 마이크로소프트 | lead2 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | -21.2% |
| NVIDIA | lead1 | +125.5% | -50.3% | +239% | +171.3% | +38.9% | +13.1% |
| 키옥시아 | node | · | · | · | · | +1082.1% | +408.4% |
| 램리서치 | benef1 | +53.7% | -40.8% | +88.8% | -6.9% | +139.5% | +128.1% |
| 도쿄일렉트론 | benef1 | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +84.1% |
| ASML | benef1 | +64.1% | -30.5% | +39.9% | -7.7% | +55.8% | +81% |
| 신에쓰화학 | benef1 | +6.3% | +3.1% | +57.8% | -15.6% | +7.6% | +43.8% |
| Advantest | benef1 | +17% | -2.3% | +155.7% | +49.5% | +196% | +24.6% |
| MKS Instruments | benef2 | +16.4% | -51% | +22.6% | +2.2% | +54.4% | +154.7% |
| 원익QnC | benef2 | +26.2% | +2% | +11.9% | -33.7% | +53.4% | +25.1% |
| 티씨케이 | benef2 | -10.1% | -16.9% | +2.8% | -28.7% | +225.7% | +8.6% |
| 하나머티리얼즈 | benef2 | +106% | -30.5% | +26.1% | -47.4% | +173.9% | -3.6% |

## Money in · revenue from (2)
### NVIDIA (mid)  → /nvidia.md
- metric: 점유율 >16 · 2024 · NAND 세계 점유율
- note: NVIDIA에 AI·데이터센터용 NAND·SSD 공급.
- [confirms] 뉴스1 (KO, news, published 2025-11-01) https://www.news1.kr/industry/general-industry/5997227: "NVIDIA에 AI·데이터센터용 NAND·SSD 공급."
- [confirms] EDINET/회사 IR (JA, filing, published 2025-06-20) https://disclosure2dl.edinet-fsa.go.jp/searchdocument/pdf/S100W19Q.pdf: "有価証券報告書: 매출·고객·사업."
- [confirms] 키옥시아 (EN, ir, published 2025-05-01) https://www.kioxia.com/en-jp/ir.html: "NVIDIA에 AI·데이터센터용 NAND·SSD 공급."

### SSD·전자제품 OEM (비공개) (mid)
- note: AI·데이터센터용 NAND·SSD을(를) SSD·전자제품 OEM에 공급.
- [confirms] 키옥시아 (EN, ir, published 2025-05-01) https://www.kioxia.com/en-jp/ir.html: "AI·데이터센터용 NAND·SSD을(를) SSD·전자제품 OEM에 공급."

## Money out · pays to (6)
### 도쿄일렉트론 (high)  → /tokyo-electron.md
- note: 도쿄일렉트론에서 NAND 양산 장비·웨이퍼 매입.
- [confirms] 뉴스1 (KO, news, published 2025-11-01) https://www.news1.kr/industry/general-industry/5997227: "도쿄일렉트론에서 NAND 양산 장비·웨이퍼 매입."
- [confirms] 키옥시아 (EN, ir, published 2025-05-01) https://www.kioxia.com/en-jp/ir.html: "도쿄일렉트론에서 NAND 양산 장비·웨이퍼 매입."

### 램리서치 (high)  → /lam-research.md
- note: 램리서치에서 NAND 양산 장비·웨이퍼 매입.
- [confirms] 뉴스1 (KO, news, published 2025-11-01) https://www.news1.kr/industry/general-industry/5997227: "램리서치에서 NAND 양산 장비·웨이퍼 매입."
- [confirms] 키옥시아 (EN, ir, published 2025-05-01) https://www.kioxia.com/en-jp/ir.html: "램리서치에서 NAND 양산 장비·웨이퍼 매입."

### 신에쓰화학 (mid)  → /shin-etsu.md
- note: 신에쓰화학에서 NAND 양산 장비·웨이퍼 매입.
- [confirms] 뉴스1 (KO, news, published 2025-11-01) https://www.news1.kr/industry/general-industry/5997227: "신에쓰화학에서 NAND 양산 장비·웨이퍼 매입."
- [confirms] 키옥시아 (EN, ir, published 2025-05-01) https://www.kioxia.com/en-jp/ir.html: "신에쓰화학에서 NAND 양산 장비·웨이퍼 매입."

### ASML (mid)  → /asml.md
- note: ASML에서 NAND 양산 장비·웨이퍼 매입.
- [confirms] 뉴스1 (KO, news, published 2025-11-01) https://www.news1.kr/industry/general-industry/5997227: "ASML에서 NAND 양산 장비·웨이퍼 매입."
- [confirms] 키옥시아 (EN, ir, published 2025-05-01) https://www.kioxia.com/en-jp/ir.html: "ASML에서 NAND 양산 장비·웨이퍼 매입."

### Advantest (mid)  → /advantest.md
- note: Advantest에서 NAND 양산 장비·웨이퍼 매입.
- [confirms] 뉴스1 (KO, news, published 2025-11-01) https://www.news1.kr/industry/general-industry/5997227: "Advantest에서 NAND 양산 장비·웨이퍼 매입."
- [confirms] 키옥시아 (EN, ir, published 2025-05-01) https://www.kioxia.com/en-jp/ir.html: "Advantest에서 NAND 양산 장비·웨이퍼 매입."

### 부품·소재·R&D (비공개) (low)
- note: 제조용 부품·소재·R&D(비공개).
- [confirms] 키옥시아 (EN, ir, published 2025-05-01) https://www.kioxia.com/en-jp/ir.html: "제조용 부품·소재·R&D(비공개)."

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