HBF Is For AI Model Weights, HBM Is For KV Cache
["high-bandwidth-flash","nand-flash","sk-hynix","dram"]
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Samsung’s DRAM And NAND Flash Success Branches Out To Advanced Chipmaking And Services, Company Forced To Increase Prices By Up To 15% Due To Extreme Demand
3d agoPhison CEO Warns NAND Supply Won't Meet Demand For Four Years, Locking In Higher SSD Prices Through 2030
6d agoNVIDIA's Vera Rubin Production Ramp-Up Is Now Squeezing TLC NAND Supply, Driving 512Gb Spot Prices To $21 After The June Slump
1w agoChina's YMTC Becomes The World's Third-Largest NAND Manufacturer, Clocking In Explosive Growth While Eyeing Samsung-Level Capacity
1w agoSanDisk Takes 'Finance Bros' For A Ride: Cherry-Picks BF16 Quantization And Outdated HBM Specs, While Completely Glossing Over HBF's Write Endurance Issues
["high-bandwidth-flash","sandisk","nand-flash","dram","sk-hynix"]
SSD Shortage Due To AI Encouraged An Engineer To Upgrade A MacBook Pro’s Storage To 8TB, But The NAND’s $800 Price And Hours Of Work Will Make Anyone Nervous
…After a long, arduous job, Redditor “arduinoRPi4” says he successfully transplanted 8TB of high-speed NAND flash to his M4 Max MacBook Pro. However, this isn’t a task for the faint…
Silicon Motion's PCIe 6.0 SSD Controller Lands Next Year, But AI Data Centers Could Devour 80% Of NAND by 2027
…However, these faster SSDs may arrive at a time when the NAND flash memory will become increasingly difficult to source. Duann expects that the situation will worsen over the next few years…
Apple's A20 Pro To Break A 13-Year Convention With The 96-Bit LPDDR6, But Pinches Pennies On The iPhone 18 Pro Duo's NAND As A Counter
…cutting on flash storage within an appropriate context. As we noted recently, while the 256GB and 512GB variants of the iPhone 18 Pro and Pro Max use a TLC NAND, the 1TB…
Samsung Tackles the Memory & Storage Wall With 400+ Layer "Hybrid Bonded" V10 BV-NAND & zHBM That Stacks HBM Directly On Top of AI Chips
["nand-flash","samsung"]
NVIDIA’s AI GPUs Face Overwhelming Data Growth Bottleneck, But Samsung’s V10 NAND Production For Next-Generation CMX Storage To Offer Relief, At The Industry’s Expense
["nvidia","nand-flash","samsung","sk-hynix"]
Lenovo Warns High Memory Prices Are The "New Normal" Through 2030, As DRAM And NAND May Never Return To Early-2025 Levels
["lenovo","dram","sk-hynix","nand-flash","amd"]
Korea's DRAM & NAND Export Statistics Show Massive Bump In Prices Versus Last Month: SSD Prices Up 63%, Memory Up 29%, HBM Up 19%
…Flash Memory or NAND Flash, which goes into SSDs and is mainly used for storage solutions, saw the biggest surge versus last month. Prices of NAND Flash products surged 63.1% versus…
Morgan Stanley Raises Alarm Bells: DDR4 Prices Will Jump By 50% In Q3, As Memory Makers Starve Legacy DRAM To Feed HBM
["nand-flash","ddr5","ddr4","dram","steam-machine"]