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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: 09-23 21:03,Data has delay
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KIOXIA JPY 4820 +6.40%
Micron USD 164.620 +1.16%
WDC USD 112.410 +5.42%
SanDisk USD 102.920 +0.69%
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Techwinsemi CNY 170.62 +10.00%
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