SynopsisKioxia's plan for a US stock listing could attract global investors. This move aims to expand the Japanese chipmaker's investor base significantly. A US listing may improve liquidity for Japanese tech firms like Kioxia. This is important for large AI-focused funds seeking investment opportunities. Such listings make it easier for funds to invest in promising companies.AgenciesA plan by Kioxia to list shares in the United States could put the Japanese chipmaker back into the global investment spotlight, said the lead manager of a $14 billion AI-focused fund.Kioxia, whose 456% surge this year leads gains on the benchmark Nikkei 225 index, said in May it was making preparations to list American depositary Shares (ADS) to grow its investor base.The company is not a part of Voya Investments' Global Artificial Intelligence fund, which includes $5 billion in Japanese money, nor are any of the tech firms that have fuelled the Nikkei's gains.The problem is liquidity, said Voya portfolio manager Sebastian Thomas, and being traded in the U.S. market could change that calculus, as it did with South Korea's SK Hynix when it listed on the Nasdaq in July."There are a lot of interesting companies in Japan, particularly that are part of the supply chain," Thomas said in an interview with Reuters on Thursday. "It's an issue of finding ones that have sufficient liquidity where we can invest."The fund, which is affiliated with Sumitomo Mitsui DS Asset Management, has given about 600% in cumulative returns since its launch 10 years ago this month, calculated on a pre-tax distribution-reinvested basis.It invests in AI infrastructure companies like chipmaker Nvidia, the fund's heaviest weighting, but also AI application makers and companies that stand to benefit by embracing the technology, such as drugmaker Eli Lilly .Voya has invested in Japanese names in the past, and while it doesn't hold Kioxia, it has exposure to other memory makers, including SK Hynix and Micron Technology, Thomas said, adding that U.S. listings make that entry easier."We tend to skew a bit more liquid and larger," he said. ...moreElevate your knowledge and leadership skills at a cost cheaper than your daily tea.Subscribe Now
Kioxia: US listing could put Japan's Kioxia in global AI spotlight, Voya's Thomas says - The Economic Times
Kioxia's plan for a US stock listing could attract global investors. This move aims to expand the Japanese chipmaker's investor base significantly. A US listing may improve liquidity for Japanese tech firms like Kioxia. This is important for large AI-focused funds seeking investment opportunities. Such listings make it easier for funds to invest in promising companies.
Kioxia's US listing removes liquidity barrier for AI funds seeking Japanese memory chip exposure; stock up 456% YoY. Parallels SK Hynix Nasdaq success; signals supply-chain shift from Nvidia-concentrated positions to Japanese alternatives supporting AI infrastructure.







