#nand — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #nand, aggregated by home.social.
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Kioxia and Sandisk are sampling BiCS10 332-layer TLC NAND, aiming for denser, faster, lower-power SSDs in AI data centers.
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Kioxia and Sandisk are sampling BiCS10 332-layer TLC NAND, aiming for denser, faster, lower-power SSDs in AI data centers.
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Speicherpreise: Nach dem Höhepunkt 2027 folgt 2028 der Absturz? https://www.computerbase.de/news/arbeitsspeicher/speicherpreise-nach-dem-hoehepunkt-2027-folgt-2028-der-absturz.98292/ #speicherkrise #arbeitsspeicher #ram #ddr5 #dram #nand #wirtschaft
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Speicherpreise: Nach dem Höhepunkt 2027 folgt 2028 der Absturz? https://www.computerbase.de/news/arbeitsspeicher/speicherpreise-nach-dem-hoehepunkt-2027-folgt-2028-der-absturz.98292/ #speicherkrise #arbeitsspeicher #ram #ddr5 #dram #nand #wirtschaft
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https://www.wacoca.com/life/423980/ Samsung Electronics、7日に4〜6月期速報値 営業利益予想は80兆〜92兆ウォン #DRAM #HBM4 #investment #NAND #SamsungElectronics #toshi #半導体 #成果給引当金 #投資 #業績
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Höchste Flächendichte: Kioxia und Sandisk lassen BiCS10-NAND bemustern https://www.computerbase.de/news/storage/hoechste-flaechendichte-kioxia-und-sandisk-lassen-bics10-nand-bemustern.98222/ #Kioxia #Sandisk #BiCS10 #NAND
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Höchste Flächendichte: Kioxia und Sandisk lassen BiCS10-NAND bemustern https://www.computerbase.de/news/storage/hoechste-flaechendichte-kioxia-und-sandisk-lassen-bics10-nand-bemustern.98222/ #Kioxia #Sandisk #BiCS10 #NAND
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Collabora introduces Kraid Rust compiler for Panfrost Mali GPU driver
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AI inference keeps getting pricier, and a lot of that cost is memory. High Bandwidth Flash (HBF) aims to change that: HBM-class speed, up to ~16x the capacity, far less per GB. What it is, how it could cut inference cost, and why it isn't shipping yet.
https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/
#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #Semiconductors #NAND #SKhynix #SanDisk #MemoryWall -
If you run AI models in production, you've probably noticed how much of the cost traces back to memory.
Every token a model generates is served from fast memory sitting right next to the GPU. That memory — High Bandwidth Memory, or HBM — is scarce, expensive, and effectively sold out for 2026. It's the same crunch that pushed DDR5 prices several times higher this past year. For long-context models and agents, memory is now the single largest cost driver in inference.
High Bandwidth Flash (HBF) is built to attack that. The idea: take the cheap, dense flash from SSDs and rebuild it to keep pace with a GPU — much of HBM's bandwidth, up to 8–16x the capacity, at a fraction of the cost per GB. In one vendor simulation, an HBM+HBF hybrid hit up to 2.69x higher throughput per watt than HBM alone.
The catch: HBF isn't shipping. Samples are due in late 2026, first systems in 2027 — the savings so far live in simulations, not invoices.
New explainer covers what HBF is, how it would cut cost, the alternatives (CXL, processing-in-memory, LPDDR modules), and how seriously to take the claim.
https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/
#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #Semiconductors #NAND #SKhynix #SanDisk #MemoryWall
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Running AI in production? A lot of the bill is memory. Every token a model generates is served from fast memory next to the GPU — and that memory, HBM, is scarce and expensive.
HBF is built to attack that cost: much of HBM's bandwidth at a fraction of the price per GB. A new explainer covers what HBF is, how it could lower inference costs, and how close it actually is.https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/
#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #NAND #SanDisk #MemoryWall
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Running AI in production? A lot of the bill is memory. Every token a model generates is served from fast memory next to the GPU — and that memory, HBM, is scarce and expensive.
HBF is built to attack that cost: much of HBM's bandwidth at a fraction of the price per GB. A new explainer covers what HBF is, how it could lower inference costs, and how close it actually is.
https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #NAND #SanDisk #MemoryWall #tech
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“Memory-maker Micron has found a way to keep #prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” #SCA s that include a #FloorPrice the company says comes with “a very robust #GrossMargin for #Micron, well above our peak quarterly margins in any past cycle.”
#DRAM / #NAND / #economics <https://theregister.com/systems/2026/06/25/micron-locks-in-historically-high-memory-prices-for-five-years/5261854>
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“Memory-maker Micron has found a way to keep #prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” #SCA s that include a #FloorPrice the company says comes with “a very robust #GrossMargin for #Micron, well above our peak quarterly margins in any past cycle.”
#DRAM / #NAND / #economics <https://theregister.com/systems/2026/06/25/micron-locks-in-historically-high-memory-prices-for-five-years/5261854>
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Apple has substantially raised prices across multiple product lines in response to shortages of memory and storage. This has driven sharp increases in wholesale costs for DRAM and NAND memory - the so‑called “RAMpocalypse”.
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Apple has substantially raised prices across multiple product lines in response to shortages of memory and storage. This has driven sharp increases in wholesale costs for DRAM and NAND memory - the so‑called “RAMpocalypse”.
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https://www.tkhunt.com/2403629/ 【緊急】SpaceX キオクシア フジクラ 日経平均が暴落した理由。AIバブル崩壊？2億円ガチ投資の状況がヤバイ…. #285A #5803 #AIバブル #investment #NAND #NISA #SpaceX #SPCX #キオクシア #キオクシア株価 #スペースX #テクニカル分析 #なぜ下がった #ビットコイン #ファンダメンタルズ #フジクラ #フジマナ #ポートフォリオ #仮想通貨 #会社四季報 #個人投資家 #半導体株 #半導体銘柄 #投資信託 #投資状況 #損切り #損益公開 #日本株 #日経平均 #日経平均株価 #暴落の真相 #最新 #最新の株価 #最新情報 #株価急落 #株価暴落 #株式投資 #理由 #空売り #米国株 #買い増し #資産公開 #運用実績
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記憶體漲272%、iPhone漲200美元，庫克卸任前夕遇「百年水災」TNL國際編譯 2026-06-20 19:42:00 CST
庫克卸任前對《華爾街日報》罕見表態「漲價無法避免」，iPhone 18 Pro起價恐從1099漲至1299美元。AI資料中心吃掉全球記憶體產能，但三星、SK海力士與台廠卻創紀錄獲利。
https://www.thenewslens.com/article/268694
#輝達 #南亞科 #台灣 #iPhone 18 Pro #高頻寬記憶體 #手機 #RAMageddon #華邦電 #旺宏 #記憶體 #力積電 #蘋果 #毛利率 #AI晶片 #AI伺服器 #三星電子 #電動車 #消費電子產業 #NAND #努斯 #晶圓廠 #美光 #iPhone #HBM #郭明錤 #科技 #SK海力士 #筆電 #韓國 #庫克 #DRAM #供應鏈 #漲價 -
An analyst note in early June called a mid-2026 peak for DRAM and NAND prices, and it made headlines. The actual market data is more interesting. Conventional DRAM contract prices rose 93–98% in Q1 and are still rising in Q2 — but spot buyers have started balking at higher quotes, and NAND spot trading has gone quiet. The first sign of strain isn't falling prices. It's fading demand.
https://www.buysellram.com/blog/dram-nand-prices-mid-2026/
#DRAM #NAND #DDR5 #DDR4 #MemoryPrices #Semiconductors #DataCenter #technology
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An analyst note in early June called a mid-2026 peak for DRAM and NAND prices, and it made headlines. The actual market data is more interesting. Conventional DRAM contract prices rose 93–98% in Q1 and are still rising in Q2 — but spot buyers have started balking at higher quotes, and NAND spot trading has gone quiet. The first sign of strain isn't falling prices. It's fading demand.
https://www.buysellram.com/blog/dram-nand-prices-mid-2026/
#DRAM #NAND #DDR5 #DDR4 #MemoryPrices #Semiconductors #DataCenter #technology
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An analyst note in early June called a mid-2026 peak for DRAM and NAND prices, and it made headlines. The actual market data is more interesting. Conventional DRAM contract prices rose 93–98% in Q1 and are still rising in Q2 — but spot buyers have started balking at higher quotes, and NAND spot trading has gone quiet. The first sign of strain isn't falling prices. It's fading demand.
https://www.buysellram.com/blog/dram-nand-prices-mid-2026/
#DRAM #NAND #DDR5 #DDR4 #MemoryPrices #Semiconductors #DataCenter #EnterpriseIT #SSD -
An analyst note in early June called a mid-2026 peak for DRAM and NAND prices, and it made headlines. The actual market data is more interesting. Conventional DRAM contract prices rose 93–98% in Q1 and are still rising in Q2 — but spot buyers have started balking at higher quotes, and NAND spot trading has gone quiet. The first sign of strain isn't falling prices. It's fading demand.
https://www.buysellram.com/blog/dram-nand-prices-mid-2026/
#DRAM #NAND #DDR5 #MemoryPrices #Semiconductors #DataCenter #EnterpriseIT #SSD #tech
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An analyst note in early June called a mid-2026 peak for DRAM and NAND prices, and it made headlines. The actual market data is more interesting. Conventional DRAM contract prices rose 93–98% in Q1 and are still rising in Q2 — but spot buyers have started balking at higher quotes, and NAND spot trading has gone quiet. The first sign of strain isn't falling prices. It's fading demand.
https://www.buysellram.com/blog/dram-nand-prices-mid-2026/
#DRAM #NAND #DDR5 #MemoryPrices #Semiconductors #DataCenter #EnterpriseIT #SSD #tech
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the GOAT
A family member shared it with me. As to the source, I remain clueless.
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https://www.tkhunt.com/2370625/ 【株価50倍】利益はトヨタ級!? バケモノ株「キオクシア」急騰の裏側!! 今売り時?! #AI関連株 #investment #KIOXIA #NAND #NISA #S&P500 #イチカワ校長 #お金 #キオクシア #シクリカル銘柄 #ストップ高 #保険 #先進国 #初心者 #半導体株 #大化け株 #家庭 #少子化 #少子高齢化 #市川 #市川雄一郎 #年金 #投資 #投資信託 #投資初心者 #新NISA #日本の未来 #日本株 #日経平均 #暴落 #未婚 #東芝メモリ #株価 #株式 #株式投資 #決算速報 #特徴 #独身 #破産 #米国株 #経済 #経済格差 #結婚 #老後 #貧富の差 #銘柄 #高値掴み #高騰 #高齢化
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⚠️ Silicon Motion avverte: la NAND resterà un nodo critico anche nel 2027, tra domanda AI, scorte e prezzi sotto pressione. La memoria torna strategica. #NAND #Tech
🔗 https://www.tomshw.it/hardware/la-nand-sara-un-problema-anche-nel-2027-parola-di-silicon-motion
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10. Gen NAND-Flash: Kioxia gibt Gas, Samsung und SK Hynix treten auf die Bremse https://www.computerbase.de/news/storage/10-gen-nand-flash-kioxia-gibt-gas-samsung-und-sk-hynix-treten-auf-die-bremse.97517/ #Kioxia #BiCS10 #NAND
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10. Gen NAND-Flash: Kioxia gibt Gas, Samsung und SK Hynix treten auf die Bremse https://www.computerbase.de/news/storage/10-gen-nand-flash-kioxia-gibt-gas-samsung-und-sk-hynix-treten-auf-die-bremse.97517/ #Kioxia #BiCS10 #NAND
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Samsung esquiva la huelga en el último minuto: acuerdo tentativo salva al mercado global de chips
A horas de que comenzara una paralización de 18 días que amenazaba con costarle 20.000 millones de dólares a Samsung y sacudir el suministro mundial de semiconductores, la empresa y su sindicato alcanzaron un acuerdo de madrugada luego de seis meses de conflicto y tres días de negociaciones al borde del abismo (Fuente Androidheadlines).
El mundo de los semiconductores respiró aliviado este miércoles. Samsung Electronics y su sindicato de trabajadores llegaron a un acuerdo tentativo de último momento, evitando una huelga potencialmente devastadora que estaba programada para comenzar el jueves 21 de mayo en la mayor fábrica de chips de memoria del mundo. El acuerdo se alcanzó tras tres días de negociaciones al filo del abismo, poniendo fin a un enfrentamiento que llevaba seis meses sin resolución.
Los términos del acuerdo representan un punto medio entre las posiciones de ambas partes. La dirección aceptó destinar aproximadamente el 12% de las ganancias operativas anuales a bonificaciones para los empleados, y eliminar el tope máximo de bonos para los trabajadores de la división de semiconductores. Además, el nuevo esquema extiende los incentivos económicos más allá del lucrativo departamento de memoria, alcanzando también a ingenieros de las unidades de fundición y manufactura, históricamente menos rentables. El sindicato había exigido originalmente el 15%, mientras que la empresa había ofrecido alrededor del 13%.
El comité de huelga conjunto informó que la paralización planificada desde el jueves hasta el 7 de junio queda suspendida «hasta nuevo aviso», y que los más de 70.000 miembros del sindicato votarán el acuerdo salarial propuesto entre el sábado 24 y el miércoles 28 de mayo.
La magnitud de lo que se evitó no puede subestimarse. Los analistas financieros habían advertido que incluso una participación parcial del sindicato podría haber reducido el suministro global de DRAM hasta un 4% y el de memoria NAND flash hasta un 3%, en un momento en que los inventarios globales apenas cubren unas pocas semanas de demanda del mercado. El Primer Ministro surcoreano Kim Min-seok había estimado que las pérdidas económicas directas de la huelga podrían alcanzar 1 billón de wones, con un efecto en cascada que podría escalar hasta 100 billones de wones —unos 66.000 millones de dólares— si las disrupciones en producción obligaban a descartar obleas de semiconductores ya en proceso de fabricación.
Samsung Electronics representa el 22,8% de las exportaciones totales de Corea del Sur y el 26% de su capitalización bursátil total, lo que convierte este conflicto laboral en algo que va mucho más allá de una negociación salarial corporativa. La intervención directa del gobierno, con el Ministro de Trabajo Kim Young-hoon presidiendo personalmente las últimas rondas de negociación, fue determinante para destrabar el impasse. El propio ministro declaró estar «verdaderamente agradecido» de que ambas partes hubieran llegado a un acuerdo por la vía del diálogo.
Con la ratificación pendiente del voto de los trabajadores, el capítulo no está cerrado del todo. Pero por ahora, la cadena de suministro global de chips puede seguir funcionando sin sobresaltos.
#acuerdolaboral #arielmcorg #CadenaDeSuministro #chips #CoreaDelSur #dram #huelga #IA #infosertec #memoriaRAM #mercadoglobalDijisteHttpsWww #NAND #PORTADA #Samsung #SamsungElectronics #semiconductores #sindicato #tecnologia -
SanDisk Shares Surge Amidst AI Data Demands, Analysts Debate Valuation
SanDisk stock price up 492% this year. AI demand for storage drives stock. See why analysts are watching.
#SanDisk #AI #Storage #TechStocks #NAND
https://newsletter.tf/sandisk-stock-jumps-492-percent-ai-demand/
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SanDisk stock has jumped 492% this year, much higher than last year's performance. This is driven by AI needs.
#SanDisk #AI #Storage #TechStocks #NAND
https://newsletter.tf/sandisk-stock-jumps-492-percent-ai-demand/ -
It's TEDIOUS to reverse engineer a proprietary NAND ECC algorithm.
So let's have an LLM do it for us!
Here's Winbond's NAND ECC algorithm (at least for W25N01GV)
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If you wonder why Nintendo (or Playstation) had to raise its prices, that's because the memory markets (RAM and NAND) have been like that every ~5 months for the last year.
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Nicht genug Speicher? KI-Konzerne wollen selbst für neue Fertigungsstraßen und EUV-Anlagen aufkommen. #SKHynix hat angeblich Milliardenangebote erhalten. #Speicherkrise #NAND #DRAM #Flash #Arbeitsspeicher #KI https://winfuture.de/news,158588.html?utm_source=Mastodon&utm_medium=ManualStatus&utm_campaign=SocialMedia
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Comment le MONDE entier s'est fait avoir sur la RAM (et vous aussi)
Est-ce que le mot cartel s'applique ici à votre avis?
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Weiteres Standbein für UMC?: Mögliche NAND-Flash-Produktion trifft auf (zu) hohe Hürden https://www.computerbase.de/news/wirtschaft/weiteres-standbein-fuer-umc-moegliche-nand-flash-produktion-trifft-auf-zu-hohe-huerden.96971/ #semiconductor #umc #tsmc #nand
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Smartphone-Markt: Rückgang von 4,1 Prozent vor dem noch größeren Einbruch https://www.computerbase.de/news/smartphones/smartphone-markt-rueckgang-von-4-1-prozent-vor-dem-noch-groesseren-einbruch.96915/ #Smartphones #Memory #RAM #NAND
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Chinesischer Speicherhersteller: YMTC plant massive Expansion und Bau neuer Fabriken https://www.computerbase.de/news/wirtschaft/chinesischer-speicherhersteller-ymtc-plant-massive-expansion-und-bau-neuer-fabriken.96894/ #YMTC #NAND #DRAM
