Week endingFriday, September 18, 2026Covers September 12 to September 18, 2026 · 10 items
Fab geography dominated the week. Reuters reported that SK hynix is talking with Intel about making memory in the United States and that its Solidigm unit is weighing a US NAND plant; SK hynix said nothing has been decided on the Intel talks. Reuters also reported that CXMT plans a NAND research line, which would move the DRAM maker toward YMTC's turf.
Micron showed a very dense server DDR5 module, PCI-SIG posted new base specification revisions, and Kioxia said it is preparing a US share listing after a Bloomberg report. Research this week kept returning to high bandwidth flash and SSD backed local inference.
Reuters, citing sources, says the DRAM maker plans a research and development production line for NAND at its new Beijing plant. CXMT had not commented. This is a report, not a company announcement.
TrendForce, citing Reuters ·
Reported by TrendForce, citing Reuters; the company has not confirmed it yet.
Micron says it demonstrated the world's highest capacity DDR5 module on several server platforms, with AMD and Intel validating it. Stacked DRAM dies joined by through silicon vias make the density possible.
Micron ·
PCI-SIG listed new base specification revisions for the 7.x and 6.x generations, both with a September 17 download date. The pages give no change summary, so the contents are not yet described here.
PCI-SIG ·
After Reuters reported talks about making memory in the United States, including leasing part of an Intel site in Ohio, SK hynix said it is exploring options but has finalized nothing.
SK hynix introduced SK hynix Ventures at an event in Silicon Valley, saying it will invest across the AI ecosystem, including AI computing, data centers, system software and optical interconnect.
Bloomberg, citing sources, reports Kioxia is talking with banks about a listing of depositary receipts next year. Kioxia replied that it is preparing a US listing but has not set the schedule, market or method. This is a report.
Reported by Bloomberg; the company has not confirmed it yet.
Micron appointed Deirdre Hanford to run Micron Research Labs, its long horizon research institution in Boise, which will set up its infrastructure, operating model and academic and industry partnerships.
The authors explore how much DRAM bandwidth and host bandwidth an appliance needs once model weights move to high bandwidth flash. Results are analytical and the work is a preprint.
arXiv ·
The system streams mixture of experts weights from an SSD through RAM and GPU memory with an I/O pipeline built for expert delivery. The authors report faster decoding than baselines on a single consumer GPU. It is a preprint.
arXiv ·
The paper proposes a memory system built only from high bandwidth flash that balances KV placement, schedules write back around compute and packs data by lifetime to cut garbage collection. Results come from trace driven simulation.
arXiv ·