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Kioxia developing 100 million IOPS SSD for Nvidia　 25/09/16
Kioxia is working with Nvidia to build extremely fast AI SSDs to augment high-bandwidth memory (HBM) by being directly connected to GPUs, with 2027 availability.
NVIDIA Reportedly Shifts Strategy: Focus Moves to SOCAMM2　 25/09/15
The abandonment of SOCAMM1, if accurate, resets what was expected to be a fast-tracked rollout of modular LPDDR-based memory in Nvidia’s data center stack. SOCAMM has been positioned as a new class of high-bandwidth, low-power memory for AI servers, delivering similar benefits to HBM but at a lower cost.
Samsung Electronics Prepares to Build Pyeongtaek Plant 5　 25/09/08
Samsung Electronics aims to expand HBM supply with the P5 groundbreaking.
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Update: 09-29 12:18,Data has delay
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SK Hynix KRW 349750 +3.94%
KIOXIA JPY 4585 +4.32%
Micron USD 157.270 +0.28%
WDC USD 106.880 -0.31%
SanDisk USD 97.120 +3.00%
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