Week endingFriday, October 30, 2026Covers October 24 to October 30, 2026 · 17 items
Earnings season set the tone. SK hynix reported record quarterly results and Seagate reported its fiscal first quarter, both leaning on AI demand. On the NAND side, SK hynix told investors that Solidigm is reviewing US capacity but has decided nothing, and Kioxia said it will fold its Iwate fab subsidiary into the parent company.
On the technology side, Kioxia described stacking several NAND array wafers on one logic wafer, Micron and Lenovo showed LPCAMM2 in a mobile workstation, and NVM Express finished its live migration feature set. Eyes on Flash added a UFS guide that starts a new series and a hands-on guide to running language models locally.
In a filing responding to press reports, SK hynix said Solidigm is looking at US capacity but no final decision has been made. It said it will update investors within a month if there is news.
SK hynix (SEC filing) ·
Micron says the ThinkPad P1 Gen 9 is the first commercial mobile workstation to use its newest LPCAMM2 modules, a swappable low power memory format aimed at AI work on a laptop.
Micron ·
A Phison blog post positions the Pascari X201E as a high endurance PCIe Gen5 enterprise SSD for write heavy tiers and compares its endurance rating with a standard one drive write per day model.
Phison ·
Kioxia announced that the wholly owned company that runs its Kitakami flash fab will be merged into Kioxia Corporation in April 2027. It is a corporate restructuring, not a change to the fab itself.
A Kioxia technology note explains a bonding approach that joins two or more array wafers to a single CMOS wafer, aimed at taller word line stacks. It points to a VLSI paper that showed the method on prototypes.
A startup with a new memory design says Z2RAM is meant to sit directly on the accelerator for AI infrastructure. The company page describes the aim; no product is shipping yet.
NVM Express says the feature set gives virtualized data centers a common way to move workloads that use NVMe devices between hosts while keeping storage state and behavior intact.
The SCSI Trade Association says its plugfest at the SNIA developer event included the first preliminary test of the proposed SCSI to NVMe Translation specification, alongside ongoing SAS interoperability work.
Kioxia’s July to September results set a company record on data center demand and higher selling prices. Its outlook for October to December calls for little change, and it said the pace of further price increases is unclear.
Sandisk’s fiscal first quarter results show sequential revenue growth driven by data center SSDs. The company also announced a forward stock split and guided higher for the next quarter.
SK hynix says quarterly sales passed their previous high, driven by HBM and server memory. It expects tight memory supply to continue and says long term supply agreements now cover a large share of coming output.
Seagate released results for the quarter ended in September in an SEC filing. The hard drive maker's report is a read on data center storage demand alongside the flash makers' quarters.
The authors built back end of line ferroelectric NOR arrays that hold multilevel and fast rewritable cells together. The system level speedups come from simulation, not hardware, and the work is a preprint.
arXiv ·
Rosemary argues that encrypted computing spends most of its time moving data between storage and compute, and proposes accelerating it inside the storage device to cut that movement.
arXiv ·
The letter proposes placing session state for agent style language model serving in high bandwidth flash, so an idle session does not have to be restored from an SSD into GPU memory. The reported gains come from the authors' own evaluation.
IEEE Computer Architecture Letters ·