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Storage market
X posts about storage-sector equities across the US, China, Japan, and Korea.
Intel has raised prices on its Arrow Lake Refresh chip lineup by approximately 15%, with price increases of roughly $30–$50. The price hikes affect the Core Ultra 270K Plus and Core Ultra 250K Plus models shortly after their launch. The move comes amid tightening CPU supply.
Samsung is reportedly considering raising DRAM chip prices by up to 20% in the third quarter of 2026. The move is aimed at maximizing profitability amid ongoing memory market dynamics. The information comes from a brief market report shared by TrendForce, though no further details on implementation or market response were provided.
AMD is reportedly considering another round of price increases for Radeon GPUs. Key add-in board (AIB) partners have been notified of approximately a 10% hike in kit prices. The notification suggests an upcoming adjustment in the cost of components for graphics cards.
Ian Cutress encountered a conference distribution of 400+ papers as numbered PDFs, making them unidentifiable. He used a large online AI model to generate an 800-line Python script that utilized Ollama to download and run a local Llama 3B model. The script looped through each PDF, had the local model propose a descriptive filename (including institution), renamed the file, and generated a 300-token summary. The process required about one hour online for scripting and three hours of local compute, saving weeks of manual effort. The approach demonstrates a hybrid AI workflow where a powerful cloud model handles complex code generation and a smaller local model efficiently performs bulk inference tasks.
Kioxia has begun sampling its BiCS 10 3D NAND flash memory. The sampling is aimed at capturing growing demand for SSDs driven by AI workloads. It also reflects a strategic shift to gradually reduce the company's dependence on the smartphone NAND business, including its supply to Apple.
Anthropic is reportedly exploring the development of its own custom AI chip, according to a brief social media mention. This move follows OpenAI's unveiling of a 'Jalapeño' chip developed in partnership with Broadcom. No further details about the chip or its timeline were provided.