Recent #Enterprise news in the semiconductor industry
➀ MIT study reveals 95% of enterprise generative AI pilots fail to measurably impact P&L, primarily due to poor integration with existing workflows.
➁ Successful AI implementations focus on back-office automation rather than sales/marketing, yet over 50% of budgets target the latter.
➂ Workforce impacts loom as companies avoid replacing vacant entry-level roles in customer support and administration, signaling potential AI-driven job displacement.
➀ Kioxia has announced the expansion of its LC9 series with the industry's first 245.76TB NVMe SSD available in both 2.5-inch and E3.L designs.
➁ The new SSD is designed for generative AI storage needs, requiring large capacity, high speed, and exceptional power efficiency.
➂ The LC9 features a PCI Express 5.0 x4 interface and a 32-die stack of 2 terabit (Tb) BiCS Flash quad-level cell (QLC) 3D flash memory, offering up to 12,000MB/s of sequential read performance and 3,000MB/s for sequential writes.
➀ The article lists the top five enterprise WLAN vendors based on IDC's report, though specific company names are not disclosed;
➁ It highlights the significance of enterprise WLAN technology in modern networking infrastructure;
➂ The content is part of David Manners' 'Mannerisms' series, which often covers industry trends and market analyses.
➀ Kioxia unveiled an optical SSD prototype at Computex 2025, demonstrating PCIe Gen5 connectivity with optical cabling spanning over 30 meters without performance loss;
➁ Partnered with Kyocera's Optinity PCIe card, the solution targets enterprise servers, enabling high-speed data transfer and extended reach for DRAM and storage;
➂ Despite the bulky prototype hardware, Kioxia plans to miniaturize the optical interface to fit within standard SSDs, aiming for data center and industrial applications.
➀ Private Wireless Radio Access Network (RAN) revenues grew 40% in 2024, contrasting with the decline in public RAN revenues;
➁ Dell’Oro Group's Stefan Pongratz highlights the promising growth trajectory of private wireless in the RAN market;
➂ The report expects private wireless RAN revenue to grow at a 15 to 20 percent CAGR by 2029, accounting for 5 to 10 percent of total RAN.
➀ The enterprise WLAN market in Q4 2024 grew by 3.2% to reach $2.6 billion, according to IDC, but for the full year the market declined by 12.7% year-on-year, ending at $9.4 billion.
➁ The latest Wi-Fi standards, Wi-Fi 6E and Wi-Fi 7, are driving this growth, with Wi-Fi 6E accounting for 29.0% of the dependent access point market segment revenues in 4Q24 and Wi-Fi 7 contributing 10.2%.
➂ In the Americas, the market increased by 6.1% year-on-year in 4Q24, but declined by 16.7% for the full year. In China, the market declined by 20.1% year-on-year in 4Q24 and by 14.2% for the full year.
➀ The Q1 NAND market remains over-supplied, leading to sustained price declines and financial strain for suppliers.
➁ Supply and demand are expected to be closer to balance in Q2, driven by production cuts, inventory reductions, and growing demand from AI and DeepSeek applications.
➂ China's trade-in subsidy policies have stimulated smartphone sales and accelerated depletion of NAND Flash inventory.