Recent #Enterprise news in the semiconductor industry

about 2 months ago
➀ The Seagate Exos M 30TB is designed for advanced cloud and enterprise environments, featuring HAMR technology and a 7,200rpm spindle speed. It offers a 30TB capacity, 512MB cache, and a SATA 6Gb/s interface. The drive is tested for performance and reliability, showcasing its capabilities in real-world scenarios. ➁ The review highlights the drive's power consumption, workload rating, and MTBF, emphasizing its suitability for enterprise use. ➂ The article concludes with the drive's overall performance and value for its price point.
EnterpriseHard Drivesstorage
about 2 months ago

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.

AIEnterpriseWorkforce
3 months ago

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.

Data centerEnterpriseSSDstorage
5 months ago

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.

EnterpriseKioxiaPCIe
6 months ago

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.

5GEnterpriseHuaweiNokiaSamsungWirelessrevenue growth
7 months ago

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.

EnterpriseIDCWi-Fi 6EWi-Fi 7market growth
8 months ago

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.

AIEnterpriseNANDSSDsemiconductorsmartphonestorage
12 months ago
➀ Wind River is collaborating with Rakuten Symphony to accelerate the adoption of O-RAN. The collaboration includes expanding Rakuten Symphony's partner ecosystem for O-RAN 4G and 5G solutions. ➁ A proof of concept has been completed, including Rakuten Symphony's O-RAN 4G and 5G SA vDU and vCU running on Studio Operator. ➂ Future collaborations include integrating Wind River's eLxr Pro into Rakuten Symphony's cloud portfolio and integrating Rakuten Symphony's Cloud Native Storage into Studio Operator.
5GCloudCollaborationEnterpriseLinux
12 months ago
➀ TrendForce predicts a further 10%+ drop in NAND contract prices in Q4; ➁ PC client SSD contract prices will decline by 5–10% due to limited AI practical use cases; ➂ Q4 server OEM orders have declined due to delays in AI server deployments; ➃ Smartphone and notebook manufacturers are adopting inventory reduction strategies, with Q4 eMMC and UFS prices expected to drop 8-13%.
EnterpriseInventoryNANDNotebookSSDTrendForceWaferserversmartphone
about 1 year ago
➀ Silicon Motion demonstrated the flexibility of their MonTitan Gen 5 Enterprise SSD Platform at FMS 2024, showcasing its ability to optimize data placement for AI data pipelines. ➁ The platform utilizes the NVM Express standard's Flexible Data Placement (FDP) feature to reduce write amplification and improve performance. ➂ Silicon Motion's approach allows for customization and flexibility, appealing to flash array vendors and differentiating from competitors like Phison.
EnterpriseSSDSilicon Motion