Search: NAND scaling

NVIDIA’s Next Generation of AI Systems Could Alone Gobble Up Millions of Terabytes of NAND SSDs, Potentially Worsening Storage Shortages

… It is also important to factor in that the NAND industry is already experiencing shortages due to the ongoing data center buildout , the inference craze, and the fact that NVIDIA now aims to acquire a significant portion of the total global NAND output. …

Jan 12, 2026 · Muhammad Zuhair

Think RAM Prices Are High? Wait Until You See What’s Happening in the SSD Market

… We believe NAND company, they're not willing to expand the fab until now because in the last five years from COVID until now, the total profit in the NAND still even. …

Nov 10, 2025 · Muhammad Zuhair

Micron CEO Warns AI Is Only in the 'First Innings' as Memory Supply Tightens, With DRAM and NAND Demand Set to Exceed 50% of Industry TAM

… As per the latest trajectory, the AI Demand for DRAM and NAND is expected to exceed 50% of the total industry TAM this year. Once again, Micron points out that Traditional and AI server demand remains robust, but is constrained due to a lack of DRAM and NAND supply. …

May 3, 2026 · Hassan Mujtaba

China’s YMTC Plans to Fast-Track NAND Production at Wuhan Fab, as the Manufacturer Looks to Capitalize on the Gigantic “Gold Rush” in AI Storage

… Related Story Samsung Leapfrogs Toward 1000-Layer NAND With First 900-Layer V-NAND Prototype, Stacking Two 450-Layer Cells Into One The NAND business has been massively growing in recent days, with companies like SanDisk, Kioxia, Western Digital, and many others seeing their revenues go through the… …

Jan 30, 2026 · Muhammad Zuhair

After Gobbling Up DRAM, NVIDIA & SK hynix Plan to Introduce an “AI SSD” With 10× Higher Performance, Ringing Alarms Over NAND Supply

… According to a report by Chosun Biz , a similar approach is also expected for NAND chips . It is claimed that NVIDIA and SK hynix are developing a new SSD solution named "Storage Next" as an internal project, and it could revolutionize the NAND segment. …

Dec 16, 2025 · Muhammad Zuhair

NVIDIA Not Interested In HBF Memory Despite 4TB Stacks Dwarfing HBM, Google Reportedly Locked As Sampling Begins This Year

… While primarily used for storage, such as SSDs, the upcoming flash memory technology could play a major role with HBF High-Bandwidth Flash , the next generation NAND DRAM tech that bridges the gap between HBM and NAND Flash. …

Apr 28, 2026 · Hassan Mujtaba

InnoGrit Unveils IG5686 PCI Gen6 SSD Controller With Up To 256 TB Capacities At 28 Gbps, Aims Gen7 SSDs For 2028 With 100 Million IOPS

… All SSDs will feature NAND and SCM, with NAND speeds being upped to 4800 MT/s. …

Jun 5, 2026 · Hassan Mujtaba

Silicon Motion CEO Warns Memory & SSD Shortages Will Drag Into 2028 as AI Firms Lock Up Supply Through Long-Term Contracts

… With supply constraints, the tight supply and demand situation of DRAM and NAND Flash is expected to be difficult to resolve in the short term. NAND Flash may be in short supply until 2028, and memory prices are expected to continue to rise in the second half of the year. …

May 10, 2026 · Hassan Mujtaba

Japan's Semiconductor Gas Production Collapses To Zero After China Cuts Off Tungsten, Leaving TSMC, SK Hynix And Samsung Exposed

… We've just posted yesterday how SK Hynix currently uses Tungsten materials for its NAND products, but plans to leverage Molybdenum to develop its 375-layer NAND . Samsung is already using Molybdenum on its SSD NAND products. …

Jun 12, 2026 · Hassan Mujtaba

Kingston Pushes Enterprise Storage Ceiling With 30.72 TB Gen 5.0 SSD Hitting 14 GB/s as AI Data Centers Scale

… The DC3000ME uses the 3D eTLC NAND, which is a common choice to bring better cost efficiency in read-intensive and mixed-workload environments. …

Apr 27, 2026 · Sarfraz Khan

Followed topics