SSD

Headlines · 3

1. 3d
   SK hynix forecasts ~20x AI infrastructure performance growth by 2030

   Speaking at the 28th Korea Semiconductor Exhibition (SEDEX 2026) in Seoul, SK hynix head of development Ahn Hyun predicted that AI infrastructure performance scale will grow about 20-fold by 2030, according to Yonhap. He said the AI inference market is expanding along three axes at once — rising task complexity, surging context length and a flood of inference requests — inflating KV Cache capacity and forcing data to be spread across HBM, DRAM and SSD, with the resulting data movement becoming a new bottleneck for performance and power. Beyond tuning existing HBM, SK hynix is developing 3D-stacked DRAM that places DRAM directly atop logic chips such as GPUs and NPUs, and High Bandwidth Flash (HBF) that brings through-silicon-via stacking and high-speed I/O to NAND, targeting roughly 50% of same-generation HBM bandwidth with about 10x the capacity.

   IT之家 AI · 🔥 0
2. 5d
   Samsung develops zNAND-T and zNAND-I flash for AI workloads

   Korean outlet ZDNET Korea reports that Samsung Electronics is developing two NAND flash products tuned for AI workloads, zNAND-T and zNAND-I. zNAND-T stands for throughput, using TSV-stacked NAND dies to optimize read/write bandwidth for data-center AI silicon, an approach the report likens to the HBF concept proposed by SanDisk and SK hynix; zNAND-I refers to IOPS and targets random performance in scenarios with frequent small reads and writes, such as KV cache offloading. Separately, Samsung announced a next-generation memory and storage technology strategy for AI infrastructure spanning high-performance memory, Compute Express Link (CXL)-based storage expansion, and new-generation SSD data storage and management. Together with the previously disclosed zNAND-O, the three zNAND variants are positioned for different workloads, which the report frames as a shift from general-purpose NAND toward customization.

   IT之家 AI · 🔥 0
3. 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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