Monthly Memory & Flash Market Watch

Kioxia highlights versatile memory and SSD solutions for AI, mobile, automotive, and data centers

• In CES 2026, Kioxia showcased products enabling fast, large-scale data processing with reliability and scalability for data centers, storage tailored to autonomous driving and connected vehicles. While in mobile, compact and energy-efficient memory for smartphones and portable electronics were stressed on, reinforced its vision of enabling next-generation digital experiences across multiple industries through innovation in memory and storage.

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.

SK hynix showcases next-gen AI memory innovation in CES 2026

• The next‑gen. products designed for data centers, AI servers, and on‑device AI include 16‑layer 48GB HBM4 for the first time, and 12‑layer 36GB HBM3E which is expected to be the main HBM volume driver in 2026.In NAND flash, the company introduced a 321‑layer 2Tb QLC NAND targeting ultra‑high‑capacity enterprise SSDs for AI data centers, emphasizing improved performance and energy efficiency.