- 资讯公开站Digitimes
Analysis: Kioxia's NAND pedigree meets an AI-era SSD gap
Kioxia helped create the NAND flash industry, but AI is changing what leadership in memory looks like. The Japanese supplier is benefiting from record NAND demand and higher prices, yet rivals are capturing more value fr…
- 资讯公开站EE Times
CXL-Connected MRAM Address AI Storage Latency
- 资讯公开站Digitimes
Solidigm expands Taiwan SSD production base to tap AI server supply chain
Solidigm, SK Hynix's NAND subsidiary, is expanding its Taiwan production base for data center solid-state drives (SSDs), underscoring the island's growing role in the global AI server supply chain. The move could affect …
- 资讯公开站Digitimes
Micronex plans Sanand lead-frame plant as India expands chip packaging supply chain
Micronex Technology plans to build a semiconductor lead-frame factory in Sanand, Gujarat, seeking to localize a packaging component as India expands its chip assembly and testing industry. The startup's agreement with Ka…
- 资讯公开站Digitimes
林德获Sanand土地，全球材料供应商竞相为印度首座晶圆厂本地化
Linde secures Sanand land as global materials suppliers race to localize for India's first fabs
印度芯片计划正吸引供应链材料环节落地。随着塔塔电子Dholera晶圆厂和Sanand封测集群推进，美日韩的工业气体、湿化学品和光刻胶供应商正加速布局。
- 资讯公开站Digitimes
Solidigm考虑美国IPO，AI存储需求推高估值
Solidigm weighs US IPO as AI storage demand lifts valuation
SK海力士旗下美国NAND闪存与SSD子公司Solidigm考虑最早2027年赴美IPO，报道称估值或达1500亿美元，募资目标约150亿美元。
- 资讯公开站EE Times
中国DRAM厂商CXMT有意进军NAND闪存
China’s DRAM Specialist CXMT Eyes NAND Flash Entry
摘要显示，中国DRAM专业厂商长鑫存储（CXMT）正考虑进入NAND闪存领域，与长江存储（YMTC）互相拓展对方的主场，以把握AI驱动的存储芯片短缺机遇。此举若成真，将改变中国存储产业双雄的竞争格局。
意义：若CXMT进军NAND，将加剧存储芯片竞争，影响AI服务器供应链与国产替代进程。
- 资讯公开站Semiconductor Engineering
AI的存储问题本质上是封装问题
AI’s Storage Problem Is a Packaging Problem
摘要显示，随着 AI 对存储容量与带宽需求攀升，NAND 的瓶颈正从制程转向封装。文章围绕更薄的晶粒、更高的堆叠层数以及混合键合技术展开，说明这些封装手段如何支撑 NAND 进入 AI 时代。
意义：提示开发者与 AI 基础设施从业者：存储容量与带宽的突破将更多依赖先进封装，而非单纯制程微缩。
- 资讯公开站CNX Software
基于CVITEK CV1842H-P的边缘AI相机模块支持夜视与AI-ISP
CVITEK CV1842H-P-based edge AI camera module offers night vision and AI-ISP support (Crowdfunding)
AIMORELOGY Ovis是一款基于CVITEK CV1842H-P SoC的开源AI视觉相机模块，提供全彩1080p夜视和1.5 TOPS边缘AI推理能力，采用紧凑堆叠式模块化设计。其20×20mm核心板集成CV1842H-P、2 Gbit NAND闪存、USB与UART调试焊盘；传感器板搭载SC235HAI图像传感器并增加以太网和UART接口，可选CVBS板。面向无人机、机器人、安防系统、智能相机及定制嵌入式视觉产品。
意义：为开发者提供低功耗、带NPU与夜视能力的开源视觉模块，可加速无人机、机器人和安防等边缘AI视觉产品原型开发。
