Category: Memory
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SEMI expects semiconductor equipment sales to maintain growth through 2028. AI investment is lifting wafer fabrication, memory, test, assembly, and packaging.
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ZeroPoint has brought lossless compression directly into silicon memory paths. ZeroStream targets bandwidth-bound AI accelerators, CPUs, and networking SoCs.
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Samsung has begun mass production of its PCIe 6.0 SSD. The PM1763 combines ninth-generation V-NAND, a 4nm controller, high throughput, liquid-cooling optimisation, and hardware security.
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ASML raised its 2026 sales forecast as AI investment accelerates. The revision reflects stronger demand across advanced logic, memory, and lithography capacity.
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Apacer has added hardware power-loss protection to industrial SSD designs. CorePower preserves cached information during sudden supply failure, reducing corruption risk in edge-AI, manufacturing, transport, and healthcare systems.
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AI demand is reshaping memory allocation across semiconductor markets globally. SEMI has warned that intervention in memory markets could worsen supply pressure as HBM pulls capacity from conventional DRAM.
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Secure storage and board-level protection are converging around AI infrastructure. Swissbit and Nexperia are working together on high-reliability platforms for cloud, server, edge, and industrial systems.
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Micron has started a major Hiroshima expansion for advanced memory. Equipment installation is planned from the second half of 2028.
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SEMI has warned that memory intervention could worsen global shortages. AI infrastructure is pulling capacity towards HBM and advanced DRAM.
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Kioxia has started sampling 332-layer BiCS FLASH enterprise memory devices. The NAND technology targets enterprise and data-centre SSDs for AI workloads.