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Explore English articles about Memory & Storage.
A new report claims Apple has locked in a multi-year NAND supply contract, with market watchers pointing to Kioxia as the likely partner. Here's what's confirmed, what's speculation, and why AI-driven demand may be reshaping how Apple buys memory chips.
An examination of KIOXIA's CXL-based memory expansion module XL1, based on September performance simulations and August shipment plans, clarifies how it divides roles with the GP1 and CM10 product lines.
An examination of the alleged "Project Hefei," reportedly drawn up during CXMT's founding period, using South Korean prosecutors' documents and CXMT's official corporate timeline. It lays out the gap between the technology-acquisition plan and actual trial production and mass production, and clarifies that this evidence has not yet been confirmed by a court.
A sharp rise in NAND prices has expanded the market, allowing Samsung to keep its lead. Two charts compare vendor revenue shares and enterprise SSD demand, and explain how the trend is spilling over into PC pricing.
This article compares Micron's proposed GPU-adjacent NAND with the company's HBM4, PCIe 6.0 SSDs, and the OCP HBF standard, examining the performance and implementation requirements needed for productization.
Google is pulling DDR4 memory out of retired servers and reconnecting it to new-generation AI servers via a dedicated interface, turning component recycling into a supply-defense strategy amid a memory shortage.
LTO tape shipment capacity dipped in 2025 amid trade uncertainty, but Q1 2026 saw a sharp 57% rebound, fueled by AI data storage needs, power constraints, and new 40TB media.
Starting in December, SK hynix can apply to lift conditions imposed on its enterprise SSD business in China. But the lifting isn't automatic, and it's a separate matter from whether the U.S. approves equipment exports to the Dalian plant.
Samsung aims for 2x performance and a 20% cut in thermal resistance with HBM5. Meanwhile, zHBM's claimed "8x" improvement is reported against different baselines—HBM4E in some accounts, HBM5 in others—making disclosure of absolute bandwidth and test conditions the key to evaluating the roadmap.
The spot price of 36GB HBM3E has reportedly reached about $2,100 per unit, four to five times the long-term contract price. Samsung plans to allocate 60-70% of its memory production capacity to long-term contracts running through 2031, and whether a buyer is inside or outside those contracts is starting to determine the terms under which AI memory can be procured.
