Solidigm reportedly weighs a US IPO that could value it anywhere from $100 billion to $150 billion, still without a US fab, Samsung plans to nearly double its HBM4/HBM4E output next year, CXMT enters mass production on a fifth-generation DRAM node using quadruple patterning, VAST Data pitches confidential computing for AI storage, and confidential computing explained.
Kioxia weighs a Nasdaq ADR listing to raise at least $10 billion while Solidigm scouts a US NAND fab to dodge export controls, HPE joins the KV-cache storage tier race, IDC's Q2 tracker has Huawei passing NetApp, Winbond buys NOR flash leadership from Infineon, and UALink explained.
DeepSeek's V4.1 Flash claims a 75% cut in HBM and an 87.5% cut in SSD needs for its KV cache, rattling Samsung and SK hynix, CXMT's gross margin tops Micron and SK hynix in Q2, TrendForce logs a 59.5% jump in DRAM industry revenue, JEDEC finalizes the SOCAMM2 memory standard, and Solidigm's IPO clock keeps ticking.
Samsung details zHBM, V10 BV-NAND, and zNAND-O, three memory products built on the same bonding trick, Silicon Motion pitches SSDs as a KV cache memory tier, Solidigm edges toward Nasdaq, Supermicro's storage summit wraps, and spot vs. contract pricing explained.
MLPerf Storage v3.0 adds checkpointing and KV cache tests, Everpure posts 877 GiB/s while the incumbents sit out, Azure becomes the first cloud submission, Google says memory is 75% of server BOM, and checkpointing explained.
Samsung's HBM5 and zHBM roadmap, Micron's widening HBM silicon penalty, the race for 16-Hi HBM4, AWS's Graviton5 memory instances, SSD pricing at 6.5x, and hybrid bonding explained.
SK hynix pushes hybrid bonding to HBM5 after hitting a 775-micron packaging limit, Everpure tops the Gartner MQ again, Kioxia and Sandisk's $31B NAND bet, and CXL memory pooling explained.
NVHBM's 30% bandwidth claim, DDN's sovereign AI win, the Pure Storage → Everpure rebrand, Uplevel Highlight on KV cache, and what's on the calendar.
Enterprise storage vendors, hyperscaler storage, the HDD capacity race, memory and flash, Backblaze field reliability data, and an optimization playbook.
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