Tom Coughlin

Tonight, Dodge City Speedway in Howes Cave is offering double points on Cookie Night, sponsored by Adrenaline Rush. Next Friday will feature Thunder race number 3 on NAPA Auto of Amsterdam night.Utica...

Samsung, SK hynix, Sandisk, Kioxia and Micron report building out new DRAM and NAND flash manufacturing and packaging facilities coming on line in late 2027 or 2028.

Recent HDD head manufacturing announcements indicate that the industry will increase unit shipments in addition to overall storage capacity shipments by decade's end.

AI storage solutions are rapidly evolving to meet the demands of massive data. Backblaze secured a $335 million deal to provide cost-efficient HDD storage for CoreWeave's AI infrastructure, optimizing data placement. Meanwhile, Panmnesia's CXL controller and switch chips enable low-latency memory expansion across many servers. Meta's CXL deployment reduced distributed AI inference server needs by 25% and shortened cache response times by 29%. Additionally, Cloudera and Vast Data partnered to offer an "AI data platform anywhere," combining Cloudera's containerized data services with Vast's AI Operating System. This scalable solution supports data ingestion, refinement, and delivery to AI models across hybrid and multi-cloud environments for GPU-accelerated AI workloads.

IEEE SpaceTech committee brings together experts, companies and governments enabling outer space development. The IEEE SPACE conference demonstrated these activities.

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.

Leading semiconductor companies are integrating AI to transform design and manufacturing. LAM Research uses its "Semiverse" for AI-driven process improvement. Applied Materials' Ai^x creates digital twins, optimizing processes with real-time data. At the 2026 IEEE DAC, Synopsys, with NVIDIA, unveiled autonomous engineering workflows, including a verification agent offering 50X faster RTL validation and 20% better coverage. Siemens, also partnering NVIDIA, introduced self-verifying agentic AI for EDA, integrated into Intelligence Center X. While these agentic AI tools accelerate development, they require careful implementation, sandboxing, and foundational engineering knowledge for reliable use, fundamentally reshaping the industry.

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.

The 2026 Future of Memory and Storage Conference highlighted AI's profound impact on memory and storage markets, driving a "supercycle" of demand, shortages, and soaring prices. Analysts project significant growth for DRAM, especially high-bandwidth memory (HBM), with Trendforce forecasting 37.4% server DRAM and HBM bit growth through 2028. HBM shipments are seeing continuous upward revisions, with 60% YoY growth expected, fueled by lucrative profit margins. NAND flash demand is also increasing for server applications, but production prioritization of HBM is extending shortages. Experts predict the supply-demand imbalance will persist until at least 2028, with massive AI infrastructure investments, potentially reaching $7 trillion by 2030, sustaining this unprecedented market expansion. This has led to significantly higher enterprise storage prices and reduced consumer device memory.

SK hynix and Sandisk showed their new DRAM & NAND products and announced the initial HBF specification and roadmap at the 2026 FMS Conference.