Kioxia presented a Compute Express Link (CXL) module at a Tokyo briefing that uses its XL-Flash NAND to replace some DRAM in AI workloads, claiming it can double memory capacity at the same cost while…
SK hynix is building a packaging plant in Indiana with mass production targeted for 2029, while keeping core HBM manufacturing in Korea, a move that responds to CHIPS Act incentives and strengthens US…
Hybrid bonding, a bump-less chip connection technology, is becoming foundational for improving semiconductor performance, with Cu–Cu hybrid bonding shrinking pitch to below 1µm compared to solder bump…
The Roundhill Memory ETF (CBOE:DRAM), launched April 2, 2026, has become the fastest asset gatherer in ETF history, crossing $25 billion in assets in roughly four months, but its 73% concentration in …
Yangtze Memory Technologies Co. Ltd (YMTC), China's sole NAND flash manufacturer, has completed pre-IPO advisory preparations to list on Shanghai's STAR market, following CXMT's IPO that raised nearly…
The Roundhill Memory ETF (CBOE:DRAM) has roughly doubled since its April 2, 2026 inception, climbing about 107% to about $58, driven by an AI-driven memory upcycle. The fund, with 73% of assets in Sam…
The Roundhill Memory ETF (CBOE:DRAM) faces its biggest risk from structural concentration, with its top three holdings—Samsung Electronics at 24.99%, SK hynix at 24.22%, and Micron Technology at 23.83…
The top five NAND vendors increased their combined revenue by 77 percent between the second and third quarter, reaching $68.87bn in Q2, driven by surging AI demand and higher average selling prices, a…
SanDisk announced at its Investor Day on August 13 that eight customers have signed New Business Model agreements, locking in $16.5 billion in enforceable financial guarantees and a minimum of $93.9 b…
StorageReview's lab-tested leaderboard for enterprise SSDs in 2026 names the Micron 9550 MAX as the best overall drive, citing its 10,957.9 MB/s 128K sequential write and 182.2 microsecond write laten…
SanDisk, newly independent from Western Digital as of February 2025, forecasts that KV cache will drive 35% of AI data center NAND flash workloads by 2030, presenting the projection at the Future of M…
Dell Technologies announced that its ObjectScale software-defined object storage now supports Kioxia's LC9 245.76 TB NVMe SSDs, enabling nearly 10 PB of raw capacity in a 2 RU PowerEdge R7725 server a…
Yangtze Memory Technologies Co., Ltd. (YMTC) entered the global NAND flash market's top three by shipment share in Q2 2026, holding a reported 14% of shipments, according to Counterpoint Research data…
Yangtze Memory Technologies (YMTC) shipped 14% of the world's NAND flash in Q2 2026, overtaking Kioxia in volume for the first time, but ranked fifth by revenue as enterprise SSDs consumed 48% of all …
Samsung Electronics Co. is considering its first special dividend in six years as booming artificial intelligence memory chip demand doubled its net cash to 167.59 trillion won ($121.2 billion) at the…
JPMorgan strategist Jay Kwon predicts the AI-driven memory chip shortage will persist for another two years, with demand broadening from GPUs to CPUs, and remains bullish on memory stocks despite a 25…
Sandisk reported record fourth fiscal 2026 quarter revenue of $8.97 billion, up 372% year-over-year, with GAAP net income of $6.9 billion, exceeding the prior quarter's revenue of $5.6 billion. Full-y…
Global shares advanced Wednesday after Wall Street hit fresh records, with Japan's Nikkei 225 jumping 3.7% and South Korea's Kospi rising 3.8% on gains in AI-related chipmakers. Oil prices resumed the…
Asian shares surged and oil prices eased Wednesday after U.S. stocks rallied to records on strong corporate earnings and hopes for a Middle East deal. Japan's Nikkei 225 gained 3.3%, Seoul's Kospi jum…
Sandisk and SK hynix released the first High Bandwidth Flash (HBF) technical specification through the Open Compute Project, defining NAND-based memory stacks up to 512GB with performance up to 3.0TB/…