SK Hynix Plans to Triple Memory Production Capacity by 2034
… AI training clusters, cloud computing infrastructure, and enterprise data centers continue to consume increasing quantities of DRAM, NAND flash, and high-bandwidth memory. …
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Kioxia Details 332-Layer BiCS10 NAND for Future PCIe Gen6 SSDs
… These drives are expected to support PCIe Gen6 connectivity, providing the bandwidth necessary for next-generation data center and AI workloads. …
NAND chip revenue in Q1 2026 was higher than the total revenue for the entire year of 2023
The global NAND flash industry is experiencing one of its strongest growth periods on record as demand from AI data centers continues to reshape the storage market. …
MSI Unveils EdgeMesa N AI+ Mini PC Powered by NVIDIA RTX Spark
… MSI states that the platform incorporates an integrated memory architecture designed to accommodate larger AI datasets and models. The company also references a scalable design that can support edge deployments today while allowing expansion into hybrid cloud environments in the future. …
Nvidia CEO Now Compares Aging GPUs To Fine Wine
… AI-focused data centers and cloud providers increasingly depend on GPUs as the primary compute engine for AI training and inference workloads. …
Samsung Q1 2026 Results Driven by AI Memory Demand Surge - 50x Memory profits
… The standout contributor was the memory division, which continues to benefit from accelerating demand tied to AI data centers and high-performance computing infrastructure. …
Silicon Motion Says Retail SSD Market Has Nearly Vanished in 2026
… The underlying issue stems from NAND suppliers redirecting production toward data center deployments. …
Samsung Wage Talks Collapse Ahead of Planned 18-Day Semiconductor Strike
… Additional supply limitations could further tighten the market across PCs, data centers, and consumer electronics. …
NVIDIA Commits to New Windows Arm Processors Every Two Years
… The system will utilize the GB300 Ultra processor, a design derived from NVIDIA's data center hardware. …
KIOXIA EXCERIA PRO G2 (PCIe Gen 5.0 NVMe SSD @ 14,9 GB/s) review
… The current storage market continues to experience pricing pressure and supply volatility driven largely by AI infrastructure demand and hyperscale data center expansion. …