…Related Story NAND Revenue Explodes 3.5x to a Record $46 Billion in a Single Quarter as Agentic AI Starves the PC Market Interestingly, the chip will presumably sport a massive System…
…Part and parcel of this is an increasingly concerning decrease in available parts for NAND storage, which is the kind of storage used in hard drives and SSDs. This will likely have…
…Related Story Micron Warns Memory Crunch Will Outlast 2026 as AI Demand Outpaces What HBM, DRAM and NAND Can Supply 10nm-class DRAM Process Tech (1c) 4nm Logic Process 11.7-13…
…During GTC 2026, Samsung will showcase tailored and efficient solutions for personal AI supercomputers, including the Samsung PM9E3 and PM9E1 NAND for NVIDIA DGX Spark. Additionally, Samsung will display DRAM solutions, LPDDR5X…
…Late last year, Kingston noted that it had seen a 246% increase in NAND wafer pricing compared to the start of 2025, the steepest ever in the company's 29-year history…
…AMD's IODs house a lot of analogue circuitry (to handle the interchiplet Infinity Fabric, DDR5 memory, PCIe, USB, etc), which doesn't scale particularly well with process node shrinks. In other…
…QLC NAND flash at a relatively cost-effective price. Samsung is targeting the "personal AI" segment with this SSD, which serves as a bridge between consumer devices and large-scale AI applications…
…However, it is hard to overlook the immense scale of spending occurring across the industry. Every major technology company is investing billions in AI infrastructure because no one wants to be left…
…This complex piece of technology is then set within a millimeter of a GPU or another AI accelerator, to which it is linked by as many as 2,048 µm-scale connections…
…Development of the 1.4nm node remains on track, with the Business also pursuing the expansion of large-scale 2nm customers. Looking ahead to H2 2026, the Foundry Business plans to start…