Week endingFriday, July 3, 2026Covers June 27 to July 3, 2026 · 8 items
The week belonged to NAND. Kioxia and Sandisk each announced samples of their 10th generation BiCS flash, and the two companies said production has begun at the second fab at Kitakami. Both releases lean on the bonded array and logic wafer approach, now carried into a new generation aimed at data center SSDs.
Capacity and supply news ran alongside it. SK hynix laid out plans for a new NAND fab and packaging site in Cheongju and a separate Southwestern cluster, and Micron signed another long term supply agreement, this time with an automaker. Two papers looked at running memory work closer to the DRAM and at trimming storage I/O overhead in virtualized servers.
Kioxia says it has started sending samples of its tenth NAND generation, a high capacity TLC device aimed mainly at enterprise and data center SSDs. It keeps the bonded CMOS and array design, and says the ninth generation stays in the lineup for performance at lower cost.
Kioxia ·
SK hynix's CEO presented plans for a second manufacturing cluster beyond Yongin, plus a large AI data center in the Southwestern region. The company says Yongin alone cannot cover the memory demand it expects.
SK hynix ·
Sandisk says BiCS10 is now in customer sampling, built on the same bonded array and logic approach as the Kioxia part. The company pitches it at data intensive and AI workloads and points to gains in density, interface speed and power.
Sandisk ·
The joint venture partners say production of the new generation has started at Fab2, the Kitakami fab that opened in 2025 and had been making the eighth generation. They also extended their manufacturing joint venture to the end of 2034.
SK hynix says it will build an M17 NAND fab and a P&T7 advanced packaging plant at Cheongju next to its existing fab there. It also plans a regional AI data center alongside. The company says land, power and water are already in place.
Micron says GM will secure supply of low power DRAM, NOR and UFS NAND for its vehicles. The two will also work together on qualifying future memory technologies. Micron calls it one of its strategic customer agreements.
COSM is a scheduling framework that lets in memory compute commands run in the idle gaps of CPU memory traffic on a mobile device, so on device language model work does not stall other apps. The results are from simulation and the paper is an ISCA 2026 entry.
arXiv ·
The authors move the point where one guest request fans out to storage, GPU and accelerator devices into the SPDK backend, so the guest sends one combined request. They report lower latency in an SPDK based test setup. It is a letter submitted for review.
arXiv ·