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Technology Stocks : ASML Holding NV -- Ignore unavailable to you. Want to Upgrade?

To: BeenRetired who wrote (41728)	9/30/2025 7:15:02 AM
From: BeenRetired	Respond to of 42382

Kioxia Reportedly Eyes 2027 Launch for NVIDIA-Partnered AI SSDs with 100x Speed Boost 2025-09-11 While HBM rides the AI boom with DRAM giants Samsung and SK hynix accelerating the HBM4 rollout, NAND is set to follow suit. According to Nikkei, Japan’s Kioxia, in partnership with NVIDIA, plans to commercialize SSDs by 2027 with nearly 100x faster read speeds than current models. The report highlights that the SSDs, co-developed with NVIDIA, are tailored for AI servers and intended to partially replace HBM as GPU memory expanders. By 2029, almost half of NAND demand is projected to be AI-related, Kioxia said. As per Nikkei, Koichi Fukuda, Kioxia’s Chief Engineer for SSD Applications, said the company is advancing development in response to NVIDIA’s proposals and requests. As Nikkei previously reported, sample shipments will likely begin in the second half of 2026. Nikkei explains that traditionally, SSDs have connected to GPUs through CPUs, but Kioxia is now co-developing SSDs that link directly to GPUs for faster data exchange. Notably, the new SSDs are set to boost random read performance to around 100 million IOPS—nearly 100 times today’s levels—accelerating GPU data processing. Nikkei reports that NVIDIA is targeting 200 million IOPS, which Kioxia plans to achieve using two SSD units. The drives are also expected to support PCIe 7.0, the next-next-generation SSD interface standard, the report adds. Next NAND Shortage Expected in 2026/27 It is also worth noting that in line with this trend, a U.S. investment firm report cited by TechNews highlights NAND’s long-awaited comeback after missing the AI investment boom over the past two years. The report says surging AI inference demand and the need for high-speed, high-capacity storage with random I/O access are making QLC eSSDs the go-to solution. Other emerging NAND products, including Nearline SSDs, could also gain traction as HDD supply tightens in late 2026/early 2027, while high-bandwidth flash (HBF) may help relieve memory bottlenecks in AI clusters, the report adds. Analysts from the firm project AI-related NAND will account for 34% of the global NAND market by 2029, adding about US$29 billion in TAM. Base-case deployment could trigger a 2% NAND shortage in 2026, while a bull-case scenario, with NL SSDs taking 5% market share from HDDs, could push the shortage to 8%, the report suggests. PS NAND = ArFi = bonanza. ASML Village