➀ The demand for high-performance, reliable storage products is growing with the rise of AI applications; ➁ This trend is attracting unprecedented attention to Chinese enterprise SSD manufacturers; ➂ The competition revolves around factors such as performance, reliability, and innovation.
Recent #Enterprise news in the semiconductor industry
➀ Silicon Motion demonstrated the flexibility of their MonTitan Gen 5 Enterprise SSD Platform at FMS 2024, showcasing its ability to optimize data placement for AI data pipelines. ➁ The platform utilizes the NVM Express standard's Flexible Data Placement (FDP) feature to reduce write amplification and improve performance. ➂ Silicon Motion's approach allows for customization and flexibility, appealing to flash array vendors and differentiating from competitors like Phison.
1. SK hynix plans to release a 60 TB SSD next quarter, entering the ultra-premium enterprise SSD market. 2. The company expects eSSD sales to quadruple compared to last year. 3. SK hynix has options to use its own or Solidigm's controllers for the new SSD.
➀ The enterprise WLAN market in Q4 2024 grew by 3.2% to reach $2.6 billion, according to IDC, but for the full year the market declined by 12.7% year-on-year, ending at $9.4 billion.
➁ The latest Wi-Fi standards, Wi-Fi 6E and Wi-Fi 7, are driving this growth, with Wi-Fi 6E accounting for 29.0% of the dependent access point market segment revenues in 4Q24 and Wi-Fi 7 contributing 10.2%.
➂ In the Americas, the market increased by 6.1% year-on-year in 4Q24, but declined by 16.7% for the full year. In China, the market declined by 20.1% year-on-year in 4Q24 and by 14.2% for the full year.
➀ The Q1 NAND market remains over-supplied, leading to sustained price declines and financial strain for suppliers.
➁ Supply and demand are expected to be closer to balance in Q2, driven by production cuts, inventory reductions, and growing demand from AI and DeepSeek applications.
➂ China's trade-in subsidy policies have stimulated smartphone sales and accelerated depletion of NAND Flash inventory.
➀ Wind River is collaborating with Rakuten Symphony to accelerate the adoption of O-RAN. The collaboration includes expanding Rakuten Symphony's partner ecosystem for O-RAN 4G and 5G solutions. ➁ A proof of concept has been completed, including Rakuten Symphony's O-RAN 4G and 5G SA vDU and vCU running on Studio Operator. ➂ Future collaborations include integrating Wind River's eLxr Pro into Rakuten Symphony's cloud portfolio and integrating Rakuten Symphony's Cloud Native Storage into Studio Operator.
➀ TrendForce predicts a further 10%+ drop in NAND contract prices in Q4; ➁ PC client SSD contract prices will decline by 5–10% due to limited AI practical use cases; ➂ Q4 server OEM orders have declined due to delays in AI server deployments; ➃ Smartphone and notebook manufacturers are adopting inventory reduction strategies, with Q4 eMMC and UFS prices expected to drop 8-13%.
➀ MosChip Technologies launches DigitalSky™; ➁ Suite aims to transform global enterprises into intelligent entities; ➂ Enables organizations to thrive in the digital age
1. AMD has signed a definitive agreement to acquire Silo AI, Europe's largest private AI lab, for $665 million in an all-cash deal. 2. The acquisition aims to strengthen AMD's end-to-end AI solutions and open-source AI software capabilities. 3. Silo AI brings notable customers like Rolls-Royce, Nokia, and Philips, and has a presence in both Europe and North America.