Kioxia has begun sampling 332-layer tenth-generation BiCS Flash memory devices. Direct wafer bonding raises density and interface speed while reducing read and write power.
GigaDevice has entered the industrial EEPROM market with GD24CL devices. Endurance reaches four million write cycles, with retention specified at 100 years.
Exascend has extended rugged storage into industrial PCIe 5.0 systems. New enterprise and embedded options combine high capacity, power-loss protection, wide-temperature operation, and endurance-focused pSLC configurations.
SEMI expects semiconductor equipment sales to maintain growth through 2028. AI investment is lifting wafer fabrication, memory, test, assembly, and packaging.
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.
ASML raised its 2026 sales forecast as AI investment accelerates. The revision reflects stronger demand across advanced logic, memory, and lithography capacity.
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.