SemiVoice

Intel NAND Retirement electronics research

Most Read – Glasgow diamond, Retirement Crisis, Intel reality

➀ Glasgow researchers have developed diamond transistors that default to off;

➁ Yangtze Memory Technologies is shipping a TLC NAND with 294 layers;

➂ The OECD reports on the retirement crisis facing many countries;

➃ Binder introduces Cat6A data cables with M12 connectors for railways;

➄ Intel adjusts its product roadmap with a 'get real' approach, delaying the 18A processor line.

Yangtse shipping 294-layer NAND (but 62 are dummies)

➀ Yangtze Memory Technologies (YMTC) is shipping a TLC NAND with 294 layers, 232 of which are active;

➁ The new device has the same number of active layers as the company's previous generation NAND;

➂ The reason for the increase in dummy layers is unclear.

DRAM Memory Chips NAND YMTC

AI Infineon Technologies NAND graphene

Most Read – DeepSeek AI, e-SIM IC, Georg Steinberger

➀ DeepSeek AI项目开发者引起AI界的惊讶；

➁ 四大NAND厂商被迫削减产量；

➃ 欧洲分销组织FBDi主席Georg Steinberger突然去世；

➄ 欧洲分销组织FBDi主席Georg Steinberger突然去世；

➅ Infineon推出世界上最小的符合GSMA标准的e-SIM芯片；

➆ 石墨烯结构中的太赫兹波增强成像能力。

Big Four NAND players forced to cut production

➀ Intensifying competition from China, weak demand, and oversupply are forcing traditional NAND manufacturers like Samsung, Hynix, Kioxia, and Micron to cut production volumes, which may lead to industry consolidation in the long term.

➁ According to TrendForce, these companies are implementing production cuts by lowering utilization rates and delaying process upgrades.

➂ Since Q3 2024, prices have been declining, and H1 2025 demand appears weak, with Chinese producers aggressively expanding production.

Micron NAND Samsung

zdnet

5 months ago

Samsung and SK Electronics Respond to NAND Downturn with Cost Reduction and Equipment Retrofitting

➀ Samsung Electronics and SK hynix are implementing a 'cost reduction' investment strategy in response to the NAND downturn.

➁ They are reducing production of legacy NAND while retrofitting older equipment to newer models.

➂ This approach aims to utilize idle capacity for 8th and 9th generation NAND production.

Cost Reduction NAND

Equipment sales hit record $113bn, says SEMI

➀ SEMI forecasts semiconductor manufacturing equipment sales to grow 6.5% year-on-year to $113 billion in 2024, with projections of $121 billion for 2025 and $139 billion for 2026. ➁ The wafer fab equipment (WFE) segment is expected to grow 5.4% to $101 billion in 2024, driven by DRAM, HBM, and China. ➂ Back-end equipment sales are projected to surge, with test equipment sales increasing 14.7% in 2025 and 18.6% in 2026.

China DRAM Equipment Sales Growth HBM Korea NAND SEMI Taiwan foundry investment memory semiconductor

tomshardware

Samsung prepares to unveil 10th generation V-NAND with 400+ layers — ready to power future PCIe 5.0 and 6.0 SSDs

➀ Samsung is preparing to unveil its 10th generation V-NAND with over 400 layers; ➁ The new 3D NAND will support PCIe 5.0 and potentially PCIe 6.0 SSDs; ➂ The 1Tb 3D TLC NAND has a storage density of 28 Gb/mm², slightly lower than the current world's densest non-volatile memory.

3D NAND NAND PCIe 5.0 PCIe 6.0 SSD Samsung storage technology

Kioxia sets $4.9bn valuation for IPO

➀ Kioxia has set a valuation target of $4.9 billion to $5.5 billion for its upcoming IPO. The company had previously aimed for a valuation of $10.3 billion but reduced it due to investor sentiment. ➁ Kioxia's history includes significant buyout offers from Foxconn and a Bain-led consortium. The Bain consortium and Toshiba currently own majority stakes. ➂ Kioxia holds a 13.8% share of the NAND market and aims to use the IPO to raise capital for investment.

IPO Kioxia NAND semiconductor

Hynix launches 321-layer NAND

➀ Hynix has started mass production of the world's first 321-layer NAND with 1Tb capacity; ➁ The 321-layer device offers a 12% improvement in write time and a 13% improvement in read time compared to the 238-layer device; ➂ Hynix has adopted the '3 plugs' process technology and a low-stress material for stacking more than 300 layers.

3D IC DRAM NAND memory

Kioxia NAND memory semiconductor

7 months ago

QLC UFS NAND from Kioxia

➀ Kioxia is mass-producing a QLC UFS flash memory; ➁ The 512GB QLC UFS chip offers sequential read speeds up to 4,200 MB/s and write speeds up to 3,200 MB/s; ➂ The chip supports features like HS-LSS, advanced security with RPMB, and extended initiator ID for improved performance.

tomshardware

7 months ago

Samsung 990 EVO Plus SSD review: The real EVO drive is here

➀ Samsung's 990 EVO Plus is a significant consumer SSD release, targeting high-performance drives; ➁ The drive offers a 4TB model, making it a competitor to QLC flash drives and E27T-based drives; ➂ Despite its late arrival and high price, the 990 EVO Plus is a strong drive for any system.

NAND PCIe SSD Samsung review storage

7 months ago

10%+ fall in Q4 NAND price, predicts TrendForce

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%.

Enterprise Inventory NAND Notebook SSD TrendForce Wafer server smartphone

servethehome

Samsung V9 QLC V-NAND Goes into Production

➀ Samsung has started mass production of its new V9 QLC V-NAND; ➁ The technology enables larger SSDs with features like channel hole etching for higher layer counts; ➂ Improved data retention performance and reduced power consumption are noted.

NAND QLC SSD Samsung storage

Samsung in mass production of 286-layer V9 QLC NAND

➀ Samsung has begun mass production of a 286-layer QLC NAND; ➁ The new NAND is aimed at the server market with a density of 28.5 Gb/mm²; ➂ It offers improved performance compared to the previous generation.

NAND QLC Samsung server market storage technology

weixin

PCIe5&6.0, CXL, NVMe/NVMoF, SSD, NAND, DDR5, 800GE技术业内最新进展汇总

➀ Saniffer releases updated version 11.1 of its PCIe5&6.0, CXL, NVMe/NVMoF, SSD, NAND, DDR5, 800GE test technology and tool whitepaper; ➁ PCIe Gen6 NVMe SSD testing begins, with focus on E3.S or E1.S interfaces; ➂ FMS 2024 participation summary with 3505 attendees, including 12 Chinese companies; ➃ PCIe Gen6 interoperability issues identified and scheduled for further testing in October; ➄ AI infrastructure hardware diagnosis, analysis, and testing added to whitepaper, including AI training and inference architectures; ➅ 800G/1.6T optical module development and testing advancements driven by AI and data center demands; ➆ Nvidia starts certifying 1.6T optical modules in June 2024.

800GE AI Infrastructure CXL NAND NVMe PCIe SSD ddr5

Memory spot price falling

➀ The spot price for consumer memory fell by 30% in Q2, creating a dislocation with contract prices. ➁ Module makers experienced a 40% year-over-year decline in consumer NAND shipments through retail channels, suggesting weak demand. ➂ Next year, DRAM prices are expected to rise gradually each quarter, driven by the increasing adoption of HBM3e.

DRAM NAND memory

11 months ago

Kioxia sampling 2Tb NAND

1. Kioxia is currently sampling 2Tb QLC NAND flash, utilizing both vertical and lateral scaling. 2. The company has employed CBA (CMOS directly Bonded to Array) technology. 3. By stacking 16 2Tbit dies, Kioxia can achieve a 4TB device in a compact package measuring 11.5 x 13.5mm with a height of 1.5mm.

Kioxia NAND technology