NAND chip revenue in Q1 2026 was higher than the total revenue for the entire year of 2023
… As suppliers allocate more wafers toward enterprise products, fewer components remain available for mainstream consumer applications. …
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Kioxia Details 332-Layer BiCS10 NAND for Future PCIe Gen6 SSDs
… As a result, Kioxia is increasingly focusing on higher-value enterprise products and aims to generate more than 60% of its total revenue from data center and enterprise customers in the future. The company also believes the NAND market remains in a significant supply-constrained environment. …
Nvidia CEO Now Compares Aging GPUs To Fine Wine
… Older accelerators continue to find use in inference clusters, secondary AI deployments, and capacity expansion projects where access to newer hardware remains limited. …
Samsung Q1 2026 Results Driven by AI Memory Demand Surge - 50x Memory profits
… The company’s current trajectory suggests that AI infrastructure expansion will continue to dominate the semiconductor landscape, with memory supply becoming one of the most critical constraints in the years ahead. …
Akasa Introduces Realtek RTL8127AT-Based Low-Power 10GbE PCIe LAN Card
… While newer Realtek networking controllers are generally more power efficient than older enterprise-oriented 10GbE solutions, thermal management remains important during prolonged high-bandwidth transfers such as NAS backups, media editing workflows, or virtualization traffic. …
MSI Unveils EdgeMesa N AI+ Mini PC Powered by NVIDIA RTX Spark
… The mini PC is designed for AI developers, data scientists, creators, and enterprise users seeking local AI processing capabilities without relying entirely on cloud infrastructure. The system targets workloads such as large language models LLMs , generative AI applications, and real-time inference. …
Samsung Wage Talks Collapse Ahead of Planned 18-Day Semiconductor Strike
… While those figures may appear moderate, the memory market remains sensitive to supply fluctuations, especially during a period of continued AI infrastructure expansion and elevated semiconductor demand. …
AMD Expects DDR5 Market Recovery Within Two Years
… While that transition has increased DDR5 manufacturing capacity, demand from the rapidly expanding AI sector has absorbed much of the available supply. As a result, memory pricing remains elevated across both consumer and enterprise markets. …
KIOXIA EXCERIA PRO G2 (PCIe Gen 5.0 NVMe SSD @ 14,9 GB/s) review
… The current storage market continues to experience pricing pressure and supply volatility driven largely by AI infrastructure demand and hyperscale data center expansion. …