Anaflash advances embedded flash memory for next-gen smart edge devices with Samsung foundry
• Samsung Foundry is partnering with Anaflash to advance embedded flash memory technology for next-generation smart edge devices. The collaboration highlights Samsung’s strategic role in enabling startups with innovative semiconductor solutions, particularly through its 28nm process technology.
KIOXIA introduces EXCERIA BASIC M.2 2280 PCIe Gen4x4 SSD series
• The series strengthens KIOXIA’s consumer SSD lineup by offering PCIe 4.0‑level performance at a highly accessible price point. With speeds up to 7.3 GB/s and capacities up to 2 TB, it provides a compelling upgrade path for users moving from SATA or older PCIe 3.0 drives. Its combination of speed, affordability, and reliability positions it as a strong contender in the mainstream SSD market.
SanDisk reported strong financial performance for Fiscal 1Q26
• The robust revenue growth across the firm’s multiple business segments, including Hyperscaler engagement and rapid adoption of BiCS8 NAND, brings outperforming expectations. With a positive revenue outlook for Q2 and strengthened financial position, SanDisk is entering FY26 with solid operational footing and clear growth catalysts.
SK hynix earned top-tier OCP S.A.F.E. evaluation for its SSD solution
• The evaluation was enabled by Keysight Technologies’ expertise in security testing, highlighting a pioneering industry partnership that strengthens SK hynix’s credibility in secure storage solutions.This recognition positions SK hynix as a trusted supplier in the global storage ecosystem, addressing growing supply chain risks and cybersecurity challenges driven by cloud adoption and AI workloads.
Micron plans $9.6 billion HBM fab in Japan as AI memory race accelerates
• The investment underscores the rapidly growing demand for HBM driven by AI accelerators from NVIDIA, AMD, and other major chipmakers.The facility’s 2028 production timeline aligns with the next wave of AI GPUs, giving Micron a clear runway to expand its HBM market share and secure long‑term supply partnerships.
WW SSD demand recovers from relatively lower level in Q2, and is expected to stay at a higher level than current stage in 2026.
Flash Sufficiency: maintain at low level since 2024. Suppliers have strengthened their production reduction efforts, concentrating manufacturing resources on AI-related demand.
Price Trend: overall NAND flash price is expected to increase continuously in Q4 with enterprise and cloud service provider (CSP) demand surging—driven by AI infrastructure expansion and server upgrades.
DRAM Sufficiency: Supply has come under significant pressure from Q4’25 through 2026 1H, as manufacturers phase out DDR4 production and reallocate capacity toward high-demand applications from the CSPs. This shift has led to a pronounced tightening in overall DRAM availability.
Price Trend: DDR4 prices remain high due to ongoing production cuts. Strong demand from CSPs and enterprise servers has tightened DDR5 supply, with manufacturers prioritizing DDR5 and HBM, driving prices up through Q4.
