Monthly Memory & Flash Market Watch

KIOXIA Sampling QLC UFS V.4.1 Embedded Flash Memory Devices for High-Capacity Mobile Storage

• The chips use 8th‑generation BiCS FLASH 3D NAND and deliver major performance gains, including 25% faster sequential writes, 90% faster random reads, and 95% faster random writes over the previous generation. These devices target smartphones, tablets, PCs, AR/VR, IoT, and AI‑enabled products.

SanDisk AI‑driven storage upside: stock price jumps by 1,500% in almost a year

• AI data centers, hyperscalers, and enterprise customers are the primary growth engines, with revenue from AI‑related and semi‑custom clients rising 76% year over year. Besides, the firm’s industrial and automotive storage revenue grew 63%, showing that demand strength extends beyond pure AI infrastructure.

SKhynix to Establish U.S. Arm Specialized in AI Solutions

• SKhynix will establish a U.S.-based AI solutions subsidiary to drive new AI growth opportunities. Plans to leverage its advanced memory technologies, such as HBM, to deliver optimized AI data center systems and strengthen competitiveness. AI Co. will be formed through the restructuring of Solidigm, with SK hynix committing $10 billion in capital on a call basis. The new unit aims to enhance global AI strategies and deepen collaborations with AI firms in the U.S. and beyond.