Today’s Highlights 1. NAND Flash prices have surged across the board 2. Negotiations for NAND capacity startup in 2027 are scheduled 3. Samsung plans to expand DRAM capacity 4. SK Hynix raises target price 5. Phison launches new PCIe 5.0 enterprise SSD products 01 NAND Flash Prices Surge Across the Board Following a strong increase … Read more
Application of Storage Technology in Data Centers NAND Flash: The Main Storage Force in Data Centers NAND Flash is the mainstream storage technology in current data centers, thanks to its high density, low cost, and large capacity, it has become the core storage medium for SSDs (Solid State Drives). In data centers, NAND Flash is … Read more
1. The main categories can be divided into two major camps: NAND Flash and DRAM1. NAND Flash manufacturers These chips are used in devices that require long-term data storage, such as SSDs, USB drives, SD cards, and mobile storage. Currently, the global market is mainly dominated by the following companies, often referred to as the … Read more
NAND Flash cannot achieve XIP, which is entirely determined by its underlying hardware implementation technology and interface standards, rather than something that can be easily changed by software or the operating system. This stands in stark contrast to NOR Flash, which supports XIP, with the core difference being the access interface and addressing method.Interface Bus:NOR … Read more
Core Insights AI servers are reshaping the global supply and demand landscape for storage chips, with HBM (High Bandwidth Memory) becoming the most scarce strategic resource. DDR5 and enterprise-grade NAND Flash are also benefiting from the growth in demand. In the context of accelerated domestic substitution, the main investment lines in A-shares are clearly differentiated:Tongfu … Read more
The storage chip sector has been the most eye-catching on 10/24, with the hype around storage chips having been ongoing for several months. Let’s take a closer look at this sector;First, let’s examine the specific types of storage chips【Excerpt from Yuanbao】: Storage chips are one of the core branches of the semiconductor industry. They can … Read more
The chip frenzy triggered by AI is rapidly spreading from logic chips like GPUs to the storage chip sector. Morgan Stanley believes that the storage market, especially NAND flash, is currently in the “early stage” of a prolonged upward cycle.On September 23, Wall Street Journal mentioned that due to the strong demand for storage driven … Read more
【Datachina Comment】 Recently, some media commented that Wuhan Xinxin (XMC) still has a technical gap of at least 3 to 4 years compared to Samsung Electronics. However, in my view, the gap is not just 3-4 years; there are also three major companies in between—Toshiba, Micron, and Hynix. In the realm of NAND Flash, Samsung … Read more
Storage, as a core branch of the semiconductor industry, serves as the “data granary” for electronic devices. However, training AI large models requires processing billions of images and trillions of data points, leading to a dual bottleneck of “insufficient capacity and lagging speed” in traditional storage. In this context, High Bandwidth Memory (HBM) has become … Read more
DRAM Market prices continue to decline This week, there are no signs of improvement in the price drop of DRAM chips. Due to ongoing pandemic control measures in some regions, market buyers are taking the opportunity to lower prices for their demand, frequently probing for the bottom. Suppliers are facing pressure to cut prices but … Read more