Weekly recap cover, week ending September 25, 2026An HBM stack of DRAM dies on a base die, joined by through-silicon vias, the lead topic of the week ending September 25, 2026; below it, one drawing for each topic the week covered: DRAM and HBM (3), SSDs and storage systems (1), Market and earnings (1), Research papers (3).THE WEEK IN MEMORY AND STORAGEWEEK ENDINGSeptember 252026LEAD · DRAM AND HBM3113

Week endingFriday, September 25, 2026Covers September 19 to September 25, 2026 · 8 items

CXMT Starts a New DRAM Platform, Samsung Validates LPDDR6, and Flash Gets Papers

A quiet week for flash and a busy one for DRAM. CXMT said its newest DRAM platform is in mass production and showed phone memory built on it, Samsung said its LPDDR6 passed validation on Qualcomm's next flagship phone platform, and SK hynix used its annual forum to lay out its AI strategy. Samsung's HBM4 plans drew a report from Korea, and Cloudian qualified a Samsung enterprise SSD family.

The research side leaned toward high bandwidth flash. Three new preprints model it, simulate it, or use it, and one ties CXL attached flash to LLM serving.

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The rest of the week

DRAM and HBM

Research papers

  1. SPLASH pairs sparse attention with high bandwidth flash to hold long KV caches (opens in a new tab)

    The paper treats HBM and high bandwidth flash as one hierarchy for the KV cache and adapts sparse attention to flash page size and plane parallelism, aiming at faster long context decoding per GPU.

    arXiv ·

  2. Paper builds a CXL SSD tuned for LLM prefix caching (opens in a new tab)

    The authors show that a stock CXL SSD is no faster than an NVMe drive for prefix caching, then design LM-CXD, which exposes KV chunks to the device and prefetches them layer by layer to cut time to first token.

    arXiv ·

  3. HBF-Sim models high bandwidth flash attached to a GPU (opens in a new tab)

    A new simulator couples GPU request limits, device queuing and NAND page behavior in one request path, so designers can see where channel layout and resource conflicts cap the bandwidth of flash placed next to a GPU.

    arXiv ·