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Explore English articles about Memory & Storage.
SK hynix's US NAND subsidiary Solidigm has begun pre-IPO fundraising at a valuation of 50 trillion won. Amid tailwinds from AI-driven NAND market growth of 83.7% quarter-on-quarter, we examine the fate of an IPO burdened by a 4,484% debt ratio and a Dalian plant constrained by export controls.
SK hynix will invest a combined ₩54.3 trillion in Yongin Y2 and Cheongju M17. The long-term vision has moved into an execution phase with fixed groundbreaking dates, though equipment installation will still proceed according to demand.
A paper that analyzed Backblaze's daily HDD data after adjusting for confounding factors estimated that HGST and WD have lower failure rates than Seagate, while Toshiba's is slightly higher. This is a different metric from Q1 2026 AFR figures.
Apple has built up component inventory to $7.645 billion, while TSMC's days of inventory rose to 87 amid its N2 ramp-up. We separate the reported $1 billion figure for stranded Apple-bound chips from what both companies have officially disclosed.
Nanya Technology has set an upper limit of NT$346.6 billion for capital expenditure on the new Fab 5A and raised its 2026 budget. Centered on a 30,000 wafers/month ramp-up in 2028 and EUV development, the company is proceeding with phased DRAM capacity expansion.
KIOXIA is showcasing its CXL-compatible memory expansion module 'XL1' at FMS 2026. We break down the concept of placing low-latency XL-FLASH outside DRAM/HBM, and the plans for evaluation samples.
SanDisk posted record FY26 Q4 results with revenue of $8.965 billion (up 372% year-over-year) and a gross margin of 84.6%. Yet the stock dropped roughly 9%, putting the spotlight on the details of NBM, its multi-year fixed-price contract scheme.
Kioxia's GP1 is an AI-oriented SSD claiming up to 10 million IOPS at 512-byte random reads. While it targets a new memory tier for direct GPU access to flash, capacity, price, and real-world system performance remain undisclosed, leaving verification to await evaluation samples.
Chinese DRAM maker CXMT refused Apple's request for a price cut, instead quoting prices on par with or above Samsung's. AI-driven supply shortages and the lock-in of domestic Chinese customers are overturning a 30-year-old memory procurement structure that had long favored buyers.
NEO Semiconductor has announced "NEO.AI," which simultaneously addresses the constraints of on-chip SRAM and HBM capacity within GPUs. The next hurdle toward mass production will be demonstrating X-SRAM in silicon and scaling 3D X-DRAM to more layers.
