Week endingFriday, July 31, 2026Covers July 25 to July 31, 2026 · 15 items
Second quarter earnings dominated the week. Samsung and SK hynix both reported record memory results on AI server demand, Seagate closed its fiscal year, and Kioxia reported a record first quarter led by data center SSDs. Samsung also signed a memorandum with Broadcom, and SK Group and NVIDIA announced a partnership that includes HBM4 supply.
On the technology side, Kioxia began sampling a ninth generation BiCS FLASH part, introduced its first PCIe 6.0 enterprise SSD on its tenth generation flash, and announced UFS 5.0 devices. NVM Express ratified a large set of specification revisions, headed by Base Specification 2.4.
Kioxia says it has begun sample shipments of terabit class TLC memory built on its ninth generation BiCS FLASH, aimed at AI PCs and smartphones that need good performance at low to mid capacities.
Kioxia ·
The memorandum covers supply of memory for AI accelerators, including High Bandwidth Memory, alongside foundry technologies and advanced packaging. It was announced at the AI Summit in San Francisco.
Samsung Electronics ·
The CM10 Series pairs PCIe 6.0 with BiCS FLASH generation 10 TLC and offers direct cold plate liquid cooling. Kioxia aims it at AI inference and context caching, and it is sampling to select customers.
Kioxia ·
Beyond AI factory plans, SK hynix will supply HBM4 to NVIDIA under a long term memory partnership, and the two will co-develop future AI memory, including HBM.
The NX1 Series is a PCIe 5.0 E1.S data center SSD built on eighth generation BiCS FLASH with an in-house controller architecture. It is sampling to select hyperscale customers.
The devices combine an in-house UFS 5.0 controller with eighth generation BiCS FLASH and follow the new JEDEC UFS 5.0 standard. Kioxia says commercial samples are available and will show them at FMS.
The new base specification is the centerpiece of a July ratification wave that also updated the transport and command set specifications.
The revision was ratified together with the computational programs command set, both part of the push to put memory and compute inside NVMe subsystems.
Samsung says its memory business set quarterly records, scaled HBM4 sales and shipped the first HBM4E samples. It expects server DRAM, enterprise SSD and HBM demand to keep the market undersupplied.
SK hynix says HBM4 mass shipments began in the second quarter, sales of SOCAMM2 grew and its newest 1c DRAM process is shipping in earnest. It says NAND is moving to advanced nodes and that capital spending will stay disciplined.
Seagate reported fiscal fourth quarter results and said robust cloud data center demand is driving its business. It points to the Mozaic platform and HAMR roadmap for rising exabyte demand.
Kioxia posted record results for April to June, driven by higher NAND prices and strong demand from data center and enterprise customers. The link goes to Kioxia's investor news page, where the release is listed.
The authors compare published device level mechanisms with experimental DRAM characterization, then use TCAD simulations to update the explanation of why read disturbance bitflips occur.
arXiv ·
Marvell authors describe a switch-free design that uses a passive fiber shuffle to share a large CXL memory pool across many hosts, aiming to avoid cache eviction cliffs in multi-turn inference.
arXiv ·
NELSSA routes short requests to GPUs and long ones to near-memory devices on a CXL system, and migrates requests as context grows. The authors report better decode throughput and tail latency than GPU-only serving.
arXiv ·