The 2026 Hot Chips Conference showed ways to expand HBM technology, including Samsung’s zHBM as well as other AI memory devices such as D-Matrix’s 3D DRAM.
The 2026 FMS showed growing adoption of CXL for memory expansion and memory pooling with projections of significant growth in adoption over the next few years.
SK hynix and Sandisk showed their new DRAM & NAND products and announced the initial HBF specification and roadmap at the 2026 FMS Conference.
2026 TMRC presentations show 8TB per disk HDDs in the laboratory. Due to the imbalance of HDD supply and demand, HDD revenues could exceed $35$ in 2026.
Agentic AI is fundamentally changing how engineers approach design and verification. The ability to effectively use these tools will be a requirement in this industry.
Digital storage and memory vendors are creating new storage products to meet the needs of video professionals so they have the tools they need to express their visions.
The Trump administration had to return three quarters of its tariff revenue collected as of February, but still renewed global tariffs of 10-12.5% on yet another legal basis.
Business implications from the Kimi K3 announcement. Geopolitical shifts, multi-vendor strategies, AI tokenomics, and the need for ROI prioritization and judgement.
AI storage announcements by Backblaze, CoreWeave, Panmnesia and Meta, as well as Cloudera and Vast provide data where it is needed in the AI workflow.
AI storage announcements by Backblaze, CoreWeave, Panmnesia and Meta, as well as Cloudera and Vast provide data where it is needed in the AI workflow.