Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash...
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can...
Micron Technology said it has started shipping its 245TB 6600 ION solid-state drive, which the company described as the industry's highest-capacity commercially available SSD for data...
As demand for PCs and edge AI accelerates, the consumer SSD market is entering a transition to the PCIe 5.0 (Gen5) era. For notebooks — long a core OEM segment — power...
A strong earthquake struck Japan's Tohoku region on the evening of April 20, 2026, near a critical semiconductor hub, raising global memory supply chain alarms. The quake's epicenter...
Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...
SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...
Memory module maker Innodisk extended its strong growth momentum in March 2026, reporting monthly revenue of NT$5.67 billion (approx. US$177.34 million), up 35.8% month-over-month...
AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
The recent craze for OpenClaw "lobster raising" in China has sparked massive token consumption, with Yangtze Memory Technologies (YMTC) calling it the first killer app of AI agents...
Major memory manufacturer Nanya Technology announced a groundbreaking private placement that, for the first time, will involve four major international companies, forming a notably...
Nvidia is recasting storage as a core pillar of AI infrastructure, shifting it from a passive repository to an active extension of memory — a realignment now reshaping data center...
