Monthly Memory & Flash Market Watch

Sandisk unveils ultraQLC technology platform with up to 256TB enterprise SSD capacity

• With a combination of BiCS8 QLC CBA NAND, the platform is designed for AI-driven, data-intensive workloads like data ingest, preparation, and fast AI data lakes with high-performance speeds and power efficiency, while improving TCO for high-capacity applications in hyperscale cloud.

Kioxia successful prototyping of 5TB large-capacity and 64GB/s high-bandwidth flash memory module

• The company has developed a new module configuration utilizing daisy-chained connections with beads of flash memories to address the trade-off between capacity and bandwidth that has been a challenge with DRAM-based conventional memory modules

• The high-speed transceiver technology enabling bandwidths of 128Gb/s and techniques to enhance flash memory performance are also under development

• Kioxia is promoting the early commercialization and practical implementation of the findings, exploiting new market trends such as GenAI

U.S. government considers annual permits for Samsung and SK hynix to supply equipment to their Chinese fabs

• The decision will add significant regulatory complexity, but will at least maintain continuity for fab operations without enabling upgrades or expansions that could boost China's access to advanced chip technology. This approach helps avoid disruption to the highly-volatile global supply of DRAM and NAND memory.