Tag: #storage38 results
Kioxia has begun shipping samples of its next-generation flash memory chips specifically designed for AI data center operators. The company aims to increase its market share against competitors in the high-performance storage sector.
Nvidia announced BlueField-4 STX, a reference architecture adding a context memory layer for KV cache, claiming 5x token throughput and 4x energy efficiency over CPU storage. It's designed for storage partners via DOCA software, with CMX as first rack implementation. Targets agentic AI's growing context needs.
Beijing-based XSKY, a distributed AI storage provider backed by Boyu Capital and Tencent, has filed for a Hong Kong IPO. The firm achieved profitability with RMB 811 million revenue in the first nine months of 2025.
DapuStor, a storage technology company, expects a net profit of 1.2 billion to 1.35 billion RMB for the first half of 2026, marking a significant turnaround from the loss reported in the same period last year.
Vercel Blob now supports consistent reads on private storage by allowing developers to bypass the CDN cache. This ensures that reads immediately reflect the latest writes, which is critical for dynamic data like agent memory or session transcripts.
Chengbang Tech expects a profit of 26 million RMB for H1 2026, marking a turnaround. The company's semiconductor storage business now accounts for over 70% of its total revenue.
SanDisk has begun sampling its 10th generation BiCS10 1Tb TLC 3D NAND flash memory. The new architecture features 332 layers, significantly improving storage density, speed, and power efficiency for modern computing.
SanDisk is nearing the release of its 8TB SDUC storage cards, with faster 4TB variants also showcased at Computex 2026. These high-capacity cards are designed for digital cameras, handhelds, and portable devices.
Kioxia Holdings Corp. experienced a massive surge in buy orders following a strong profit report. The company's performance is driven by the increasing demand for high-capacity storage solutions in AI data centers.
Seagate is prioritizing HDD areal density gains, planning 5TB per platter next year amid surging demand from AI data centers and memory shortages. The HDD market is dominated by Seagate and WD. Recent earnings show $3.11B revenue (+44%), 46.5% gross margin, and $748M profit (+120%).