WDC gave keynote talks by Alper Ilkbahar and Siva Sivaram at the 2023 FMS. In the first talk they discussed their CMOS Bonded Array technology where they create separate wafers for the NAND flash ...

Western Digital benefits from AI-driven demand, with 75% revenue growth—outperforming the sector median by 8.3x. Read why WDC ...

Bottom line: The NAND flash industry is facing mounting pressure due to a combination of weak demand, oversupply, and declining prices. This challenging market environment has persisted throughout the ...

A lot has happened since our last note on Micron; reports of weaker data center capex spending, the CAC announcing its investigation, and Samsung pledging to cut memory chip production. We remain ...

The memory market has shown signs of recovery, according to Peter Shu, chairman of memory module manufacturer Transcend Information. Memory chipmakers have purposefully limited their output, driving ...

The evolution of flash memory over 35 years. The rise of NAND flash. How KIOXIA has been involved in advancing flash memory. This author of the article is Scott Nelson, Executive Vice President and ...