https://eyesonflash.com/news/ Sourced NAND, SSD, and memory reporting from the Eyes on Flash storage beat. en-us https://eyesonflash.com/news/asml-and-tsmc-lead-shift-to-12-inch-euv-photomasks-446/ https://eyesonflash.com/news/asml-and-tsmc-lead-shift-to-12-inch-euv-photomasks-446/ Fri, 11 Sep 2026 00:00:00 GMT The collaboration aims to remove stitching constraints and lower costs for High-NA EUV production. news electronicsweekly.com https://eyesonflash.com/news/cxmt-lpddr5x-enters-nubia-navix-ultra-supply-chain-at-10667gbps-432/ https://eyesonflash.com/news/cxmt-lpddr5x-enters-nubia-navix-ultra-supply-chain-at-10667gbps-432/ Fri, 11 Sep 2026 00:00:00 GMT ChangXin Memory Technologies is supplying LPDDR5X for the ZTE and ByteDance joint venture flagship, marking a shift in high-end Chinese smartphone memory sourcing. news TrendForce https://eyesonflash.com/news/samsung-hbm-share-projected-to-hit-40-as-2nm-yields-surpass-70-433/ https://eyesonflash.com/news/samsung-hbm-share-projected-to-hit-40-as-2nm-yields-surpass-70-433/ Fri, 11 Sep 2026 00:00:00 GMT KB Securities forecasts Samsung's HBM market share will rise from 33% to 40% by Q4 2026, driven by stabilized 2nm foundry yields and HBM4 revenue tripling. news BusinessKorea https://eyesonflash.com/news/tsmc-posts-record-august-revenue-of-1635-billion-up-53-year-over-year-448/ https://eyesonflash.com/news/tsmc-posts-record-august-revenue-of-1635-billion-up-53-year-over-year-448/ Fri, 11 Sep 2026 00:00:00 GMT TSMC's record monthly revenue and 72.5% foundry share underscore the compute-side bottleneck driving AI infrastructure costs. news electronicsweekly.com https://eyesonflash.com/news/tsmc-reportedly-plans-to-double-cowos-capacity-to-260000-wpm-by-2028-449/ https://eyesonflash.com/news/tsmc-reportedly-plans-to-double-cowos-capacity-to-260000-wpm-by-2028-449/ Fri, 11 Sep 2026 00:00:00 GMT TSMC is reportedly targeting a doubling of its advanced packaging output to 260,000 wafers per month by 2028 to alleviate AI chip shortages. news wccftech.com https://eyesonflash.com/news/chinese-quartz-supplier-achieves-dram-qualification-but-foundational-mat-411/ https://eyesonflash.com/news/chinese-quartz-supplier-achieves-dram-qualification-but-foundational-mat-411/ Thu, 10 Sep 2026 00:00:00 GMT The domestic supply chain for process consumables is maturing, yet the global control over ultra-high-purity fused quartz remains intact. news Tom's Hardware https://eyesonflash.com/news/cxmt-and-ymtc-form-hbm-united-front-to-bypass-us-export-controls-430/ https://eyesonflash.com/news/cxmt-and-ymtc-form-hbm-united-front-to-bypass-us-export-controls-430/ Thu, 10 Sep 2026 00:00:00 GMT China's top DRAM and NAND makers are collaborating on high-bandwidth memory to secure AI infrastructure supply amid tight global constraints. news mk.co.kr https://eyesonflash.com/news/huawei-ascend-950dt-price-jumps-50-as-hbm-shortage-bites-chinese-ai-chip-405/ https://eyesonflash.com/news/huawei-ascend-950dt-price-jumps-50-as-hbm-shortage-bites-chinese-ai-chip-405/ Thu, 10 Sep 2026 00:00:00 GMT Gray market HBM costs are driving a 20-50% price surge for Huawei and Cambricon accelerators, exposing a critical supply chain bottleneck. market TechNews https://eyesonflash.com/news/idc-survey-947-of-firms-stored-more-data-in-12-months-as-ai-drives-compo-296/ https://eyesonflash.com/news/idc-survey-947-of-firms-stored-more-data-in-12-months-as-ai-drives-compo-296/ Thu, 10 Sep 2026 00:00:00 GMT A WD-sponsored IDC white paper finds that 75.9% of companies are now re-using archived cold data for AI workloads, collapsing the traditional active/archive boundary. news TechNews https://eyesonflash.com/news/kepler-computing-emerges-to-build-hbm-alternative-using-feram-targeting-422/ https://eyesonflash.com/news/kepler-computing-emerges-to-build-hbm-alternative-using-feram-targeting-422/ Thu, 10 Sep 2026 00:00:00 GMT After seven years in stealth, the startup claims to convert 28 nm fabs into memory production lines in eight months, bypassing EUV lithography. news TechPowerUp https://eyesonflash.com/news/sandisk-pitches-high-bandwidth-flash-as-hbm-alternative-claiming-4tb-per-429/ https://eyesonflash.com/news/sandisk-pitches-high-bandwidth-flash-as-hbm-alternative-claiming-4tb-per-429/ Thu, 10 Sep 2026 00:00:00 GMT SanDisk presented High Bandwidth Flash (HBF) at FMS 2026, proposing NAND stacking to deliver 10 to 100 times the capacity of DRAM-based HBM for large-scale AI inference. news PC Watch https://eyesonflash.com/news/tlb-debuts-8600-mts-pcbs-for-socamm-and-cxl-at-kpca-show-2026-407/ https://eyesonflash.com/news/tlb-debuts-8600-mts-pcbs-for-socamm-and-cxl-at-kpca-show-2026-407/ Thu, 10 Sep 2026 00:00:00 GMT TLB expands its memory module portfolio with high-speed PCBs for AI servers and EDSFF SSDs, marking its first independent booth at the Incheon exhibition. news thelec.net https://eyesonflash.com/news/cxmt-hbm3e-yields-reportedly-stuck-at-25-due-to-tsv-immaturity-425/ https://eyesonflash.com/news/cxmt-hbm3e-yields-reportedly-stuck-at-25-due-to-tsv-immaturity-425/ Wed, 09 Sep 2026 00:00:00 GMT South Korean media reports indicate CXMT's risk production of HBM3E is facing significant technical hurdles, with three out of four stacks reportedly defective. news TechPowerUp https://eyesonflash.com/news/ddr4-spot-prices-rise-amid-commodity-weakness-ai-infrastructure-drives-s-181/ https://eyesonflash.com/news/ddr4-spot-prices-rise-amid-commodity-weakness-ai-infrastructure-drives-s-181/ Wed, 09 Sep 2026 00:00:00 GMT Market activity shows a clear bifurcation: general consumer demand struggles, while high-performance, AI-optimized components maintain strong pricing power. market TrendForce https://eyesonflash.com/news/kioxia-denies-sk-hynix-joint-production-talks-citing-antitrust-hurdles-a-180/ https://eyesonflash.com/news/kioxia-denies-sk-hynix-joint-production-talks-citing-antitrust-hurdles-a-180/ Wed, 09 Sep 2026 00:00:00 GMT Kioxia CEO Hiroo Ota stated that closer cooperation with SK hynix would face antitrust hurdles, prioritizing price stability over shared manufacturing risk. market TrendForce https://eyesonflash.com/news/meta-and-panmnesia-propose-cxl-based-architecture-to-make-data-centers-f-102/ https://eyesonflash.com/news/meta-and-panmnesia-propose-cxl-based-architecture-to-make-data-centers-f-102/ Wed, 09 Sep 2026 00:00:00 GMT A new Nature Reviews paper details a CXL fabric that reduces inter-rack latency by up to 90% and scales a single CPU's accelerator management from two to 16. news thelec.net https://eyesonflash.com/news/micron-eyes-jdis-mobara-fab-for-back-end-packaging-amid-hbm-capacity-cru-302/ https://eyesonflash.com/news/micron-eyes-jdis-mobara-fab-for-back-end-packaging-amid-hbm-capacity-cru-302/ Wed, 09 Sep 2026 00:00:00 GMT The reported KRW 500 billion acquisition target offers a shortcut to assembly capacity as AI memory demand outpaces new construction timelines. news TrendForce https://eyesonflash.com/news/phison-posts-record-august-revenue-with-377-yoy-jump-on-ai-storage-deman-79/ https://eyesonflash.com/news/phison-posts-record-august-revenue-with-377-yoy-jump-on-ai-storage-deman-79/ Wed, 09 Sep 2026 00:00:00 GMT NAND controller maker Phison reports its highest-ever monthly and cumulative revenue, driven by surging PCIe SSD shipments for AI infrastructure. news TechNews https://eyesonflash.com/news/samsung-and-asml-to-integrate-high-na-euv-into-dram-manufacturing-by-202-111/ https://eyesonflash.com/news/samsung-and-asml-to-integrate-high-na-euv-into-dram-manufacturing-by-202-111/ Wed, 09 Sep 2026 00:00:00 GMT The partnership aims to eliminate lithography stitching constraints and extend the DRAM scaling roadmap for AI-driven memory demand. news thelec.net https://eyesonflash.com/news/samsung-targets-2028-for-high-na-euv-dram-adoption-backed-by-industry-sh-418/ https://eyesonflash.com/news/samsung-targets-2028-for-high-na-euv-dram-adoption-backed-by-industry-sh-418/ Wed, 09 Sep 2026 00:00:00 GMT Samsung Electronics announced a major technological roadmap update, detailing plans to integrate ASML’s High NA extreme ultraviolet (EUV) lithography into High-Volume. news Storage Review https://eyesonflash.com/news/sk-hynix-ceo-kwak-noh-jung-memory-market-has-shifted-from-straight-road-141/ https://eyesonflash.com/news/sk-hynix-ceo-kwak-noh-jung-memory-market-has-shifted-from-straight-road-141/ Wed, 09 Sep 2026 00:00:00 GMT At the 2026 Future Forum, SK hynix framed its AI strategy around reading external change, a pivot corroborated by record controller revenues and GPU-optimized SSD awards. market SK hynix