5月15日，日本铠侠公司宣布计划在美国上市，该公司正受益于全球存储芯片短缺的局面，这一关键组件的价格升至历史新高。该公司表示，预计截至6月的季度营业利润将达到1.3万亿日元（约合82亿美元），超过了分析师的平均预期。此外，该公司在截至3月的季度中实现了创纪录的5968亿日元盈利，同样超出市场预期。这家总部位于东京的公司迅猛发展，正体现了超大规模数据中心运营商竞相构建人工智能基础设施，导致内存需求激增。今年以来，铠侠的股价已上涨约300%。分析师平均预计，该公司2026年的营业利润将达到4.2万亿日元，届时将超越丰田汽车公司，成为日本利润最高的企业。
受此消息提振，美股存储概念股集体拉升，闪迪夜盘转涨超2%，美光科技、西部数据、希捷科技夜盘跌幅收窄至1%以内；港股方面，兆易创新涨超6%，澜起科技跌幅收窄至3%。
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