NAND flash

Headlines · 4

1. 3d
   ScaleFlux bets smarter SSD controllers can break the AI memory bottleneck

   ScaleFlux VP of products and marketing Pichai Balaji told theCUBE at the AI Data Pipeline Forum that a GPU runs at roughly 20–22 terabytes per second while DRAM is about 37–40 times slower and storage roughly 800 times slower, so GPUs increasingly sit idle waiting on data as the bottleneck moves from compute to memory and storage. ScaleFlux sells SSD controllers and Compute Express Link memory controllers along with firmware and a full reference architecture, positioning NAND flash as active memory for key-value cache offload in inference rather than as passive archive storage. Balaji said the company has demonstrated more than 200 flexible data placement streams and 7 to 10 drive writes per day on standard triple-level-cell NAND, and that it is NAND-agnostic, offering reference designs and contract-manufacturing support around whatever flash customers can source.

   SiliconANGLE AI · 🔥 0
2. 4d
   Goldman Sachs: high-bandwidth flash could break AI memory wall, up to $150B market

   In a research note dated Oct. 12, Goldman Sachs said fast-growing AI inference demand is making insufficient memory capacity a bottleneck on compute efficiency, and that new NAND technologies such as high-bandwidth flash (HBF) could ease this "memory wall" and notably cut AI infrastructure costs. The bank estimates a potential HBF market of $40 billion to $150 billion, assuming GPU adoption rates of 15% to 50%. Goldman flagged SanDisk and SK Hynix as HBF technology leaders, keeping "buy" ratings on both, said Samsung Electronics should also benefit, and kept a "neutral" rating on Micron, whose business is weighted toward DRAM and HBM with less direct exposure.

   36氪快讯 · 🔥 0
3. 5d
   Bernstein: AI demand lifts semiconductor revenue 119% year over year

   Bernstein estimates that global semiconductor industry revenue reached $1.043 trillion in the first eight months of 2026 through August, up roughly 119% from $477 billion in the same period of 2025. Memory was the biggest driver, adding about $443 billion of the increase, with price increases alone accounting for $379 billion and higher shipments contributing $64 billion, about 13% of the added revenue. The report says DRAM and NAND flash contract prices still rose nearly 20% quarter over quarter in Q3 2026, as strong AI application and infrastructure demand keeps supply tight; Bernstein expects the shortage to persist into 2027, though long-term supply agreement price caps and customer cost pressure may limit further gains.

   科技新报 · 🔥 0
4. 5d
   AI demand drives SSD prices to sixth straight quarterly record

   Nikkei reported that surging AI server demand has pushed SSD contract prices up for a sixth consecutive quarter to record highs, as makers prioritize AI-related orders over general-purpose PC supply. In July-September 2026, the benchmark TLC 256GB contract price was set at about $134.2 and the 512GB at about $252.0, both up 20% from the prior quarter and roughly three times year-earlier levels ($33.3 and $62.4). HDD contract prices also rose for a sixth straight quarter, with 3.5-inch 1TB at about $67.7 and 2.5-inch 1TB at about $61.2. Research firm Techno Systems Research estimates enterprise-class SSD shipments will reach 73.62 million units in 2026, up 30% from 2025.

   科技新报 · 🔥 0

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