Week endingFriday, July 17, 2026Covers July 11 to July 17, 2026 · 9 items
A quiet week for product launches, with the news coming mostly from standards and supply deals. JEDEC published SPHBM4, a version of HBM4 built to sit on ordinary organic substrates, and Micron said it has finished long-term supply agreements with a group of automotive suppliers.
On the controller side, Silicon Motion's enterprise chief said development of PCIe Gen7 controllers has already started, and a trade report said SK hynix began HBM4 shipments to Nvidia. Research this week leaned on AI serving, with papers on high bandwidth flash, CXL shared memory and Rowhammer defenses.
DIGITIMES, citing a Korean outlet that relied on unnamed industry sources, reports that SK hynix started mass production shipments of HBM4 to Nvidia at the end of June and is raising output. SK hynix had not confirmed this in the report.
DIGITIMES ·
Reported by DIGITIMES; the company has not confirmed it yet.
Solidigm's newsroom recaps its executives' panel and interviews at the summit, where it argued that high capacity SSDs are a critical part of AI infrastructure. It is a company recap, not a product announcement.
Solidigm ·
In an interview with Tom's Hardware, the head of Silicon Motion's enterprise storage business said work on PCIe Gen7 SSD controllers is under way and that Nvidia's Storage-Next effort is becoming a focal point for the company's data center plans.
Tom's Hardware ·
Reported by Tom's Hardware; the company has not confirmed it yet.
At a media and analyst briefing in Munich, Solidigm said power efficiency, space and cooling now matter as much as capacity for AI storage, and pointed to its liquid cooled SSD work as an example.
JEDEC released JESD330-4. SPHBM4 reuses HBM4 DRAM dies but adds a new interface base die with fewer, faster signals, which relaxes bump pitch so stacks can mount on organic substrates instead of silicon ones.
Micron says it has signed Strategic Customer Agreements with Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis. The deals aim to give carmakers supply certainty and pricing stability for memory and storage over long vehicle lifecycles.
FlashAccel adds high bandwidth flash stacks next to a GPU's HBM and reworks data layout and storage management so model weights and KV cache can live in flash. The gains come from the authors' own evaluation, and the work is a preprint.
arXiv ·
xDSM builds a distributed shared memory system on CXL that balances data between local DRAM and CXL memory and adjusts page sizes on the fly. The authors report it beating CXL-only baselines; it is a preprint.
arXiv ·
The authors argue the real Rowhammer threshold shifts with temperature and propose a runtime layer that resets each defense's threshold every epoch. Results come from simulation, and the work was presented at the DRAM security workshop.
arXiv ·