➀ Kioxia is introducing a new product, AiSAQ, which uses SSDs to support larger AI models; ➁ The product aims to reduce costs by using SSDs instead of DRAM for storing vector data and indexes; ➂ It provides a faster and more cost-effective solution for accessing large amounts of data in AI applications.
Recent #Kioxia news in the semiconductor industry
➀ The article discusses the current state of server technology in 2025, including CPU core counts, networking speeds, SSD and HDD capacities, server memory, and AI-specific GPUs. It mentions the latest offerings from AMD, Intel, NVIDIA, Broadcom, and others. ➁ It highlights the trends in server technology, such as the increasing number of CPU cores, the rise of 400Gbps networking, and the growth in SSD capacities. ➂ The article also touches on the future of server technology, including the expected advancements in CPU performance, networking, and storage.
➀ KIOXIA has launched the EXCERIA PLUS G4 SSD Series for gamers and content creators, offering high performance and power efficiency. The series features PCIe 5.0 interface, BiCS FLASH 3D flash memory, and improved cooling. ➁ The SSDs provide up to 10,000 MB/s sequential read speeds and 8,200 MB/s sequential write speeds. ➂ The new series is designed to reduce power usage and heat generation, enhancing the PC experience.
➀ Kioxia, a renowned NAND flash giant, has determined its IPO price and listed on the Tokyo Stock Exchange on December 18th, with an IPO price of 1455 yen per share and a company valuation of 7840 billion yen.
➁ Kioxia, originally a semiconductor storage division of Toshiba, was forced to be split and sold in 2018 due to debt. The transaction sparked fierce competition, and a consortium led by Bain Capital outbid a group led by Western Digital at the last moment with a bid of 182 billion US dollars.
➂ However, it now appears that Kioxia will become one of the most painful failures in private equity in Japan. The acquisition price in 2018 was 2 trillion yen, and the valuation at the time of listing has shrunk by 61%.
➀ NXP has acquired Aviva Links, which may drive the open-source interoperable system for mass-adoption of ADAS; ➁ Kioxia finally went public after years of failed offers, totaling $30 billion; ➂ Google announced Android XR, a new Android platform version designed for headsets and glasses with Gemini AI integration, with the first device to be built by Samsung; ➃ The British Army successfully destroyed flying drones using a high-energy laser weapon for the first time.
➀ Kioxia's IPO on the Tokyo Stock Exchange valued the company at $5.8 billion. The Bain-led consortium, which previously owned 56.2% of Kioxia, sold a small number of shares to reduce its holding to 50.7%. The consortium paid $18 billion for its stake in 2008. ➁ Before the IPO, other significant shareholders included Toshiba (41%) and Hoya (3%). The Japanese government bailout funds INCJ and DBJ controlled 16.7% of the voting rights. ➂ Kioxia holds a 13.8% share of the NAND market.
➀ Kioxia and Pure Storage are collaborating to provide storage solutions for hyperscalers; ➁ The companies aim to offer a storage platform designed to meet the needs of hyperscale environments, with benefits such as increased performance, improved cost efficiency, and lower power consumption; ➂ Both companies emphasize the importance of all-flash technology and its role in addressing the complexities of modern hyperscale data centers.
➀ Kioxia has set a valuation target of $4.9 billion to $5.5 billion for its upcoming IPO. The company had previously aimed for a valuation of $10.3 billion but reduced it due to investor sentiment. ➁ Kioxia's history includes significant buyout offers from Foxconn and a Bain-led consortium. The Bain consortium and Toshiba currently own majority stakes. ➂ Kioxia holds a 13.8% share of the NAND market and aims to use the IPO to raise capital for investment.
➀ Kioxia is set to receive approval for its listing on the Tokyo Stock Exchange at a valuation of $4.84 billion. The company's valuation has dropped sharply from its previous cancelled IPO in October, where it was seeking a valuation of $10.3 billion.➁ Kioxia has faced various offers and acquisitions over the years, including a $30 billion offer from Foxconn in 2017, a $18 billion acquisition by a Bain-led consortium in 2018, and a $20 billion offer from Western Digital in 2022.➂ The Bain consortium owns 56% of Kioxia, Toshiba owns 41%, and the Japanese government bail-out funds INCJ and DBJ control 16.7% of the voting rights.
➀ Kioxia is expected to file for an IPO on the Tokyo Stock Exchange in H1 2025 using a new listing process. The company decided not to proceed with a planned listing in October due to unfavourable market conditions. The new process allows the company to engage with potential investors before the IPO is approved, making the valuation less susceptible to market fluctuations.➁ Kioxia aims to achieve a valuation of $6.5 billion at its listing next year, down from the $10.3 billion it was seeking before the cancelled October IPO.➂ The company has a complex ownership structure with Bain consortium and Toshiba owning significant stakes, and Japanese government funds controlling a portion of the voting rights.
➀ The Ampere AmpereOne A192-32X is reviewed, highlighting its performance, power consumption, and use in platforms like the Supermicro MegaDC ARS-211M-NR; ➁ The chip's importance in the context of the 2024 server CPU market is discussed, comparing it with Intel and AMD offerings; ➂ The cloud-native design and features of the A192-32X are detailed, including its core count, cache architecture, and support for PCIe Gen5 and DDR5.
➀ Kioxia is mass-producing a QLC UFS flash memory; ➁ The 512GB QLC UFS chip offers sequential read speeds up to 4,200 MB/s and write speeds up to 3,200 MB/s; ➂ The chip supports features like HS-LSS, advanced security with RPMB, and extended initiator ID for improved performance.
➀ Kioxia, a major Japanese NAND Flash manufacturer, has postponed its IPO plan due to investor demands for lower valuation.
➁ Kioxia's parent company, Bain Capital, aimed to use the IPO to recoup investments and inject new capital into the company.
➂ The company's market value has dropped significantly from its peak of $30 billion to around $5 billion in just three years.
➀ Wolfspeed wins $750m Chips Act award; ➁ Vietnam semi plan; ➂ China to have 11% of global DRAM capacity this year; ➃ Kioxia’s route from $30bn to $5bn; ➄ Intel sets up second high-NA EUV machine
➀ Apple and the UKESF's STEM programme; ➁ Kioxia's valuation dropping from $30 billion to $5 billion in seven years; ➃ Alps Alpine's new smallest tactile switch and Littelfuse's tact switch with change-over contacts; ➄ Collaboration on a new mission for delivering the Space Capable Asteroid Robotic Explorer (SCAR-E) to the Moon's surface.
➀ Kioxia has launched its XD8 E1.S EDSFF SSDs at the OCP Summit 2024; ➁ The new SSDs are designed for modern servers; ➂ The EDSFF form factor is expected to bring efficiency and flexibility to server storage solutions.
➀ Kioxia, the third-largest manufacturer of NAND flash, has seen its valuation drop from $30 billion to $5 billion over the past seven years. Initial bids for Toshiba's memory business reached $30 billion, but the current market value is significantly lower. ➁ Toshiba's memory unit was previously owned by a Bain-led consortium that included Hynix, Apple, Dell, Kingston, and Seagate. ➂ With the latest valuation of $5 billion, Toshiba could potentially re-integrate its former memory unit at a low price.
➀ The review focuses on the Supermicro MegaDC ARS-211M-NR, an Ampere AmpereOne system with 192 custom Arm cores. It's the first time a second-generation Ampere Arm server is reviewed, showcasing significant evolution in the platform. The server is powered by an AmpereOne processor and features high-end cloud-native Arm server capabilities. ➁ The article provides an overview of the server's external hardware, including drive bays, PCIe connections, and I/O expansion slots. It also discusses the server's internal layout and the AmpereOne processor. ➂ The review highlights the server's capabilities and performance, emphasizing its role in the evolution of the Ampere Arm server platform.
➀ The storage industry is experiencing a mixed situation with the revival of DRAM and NAND, and the rise of HBM, but the industry's future is not clear and growth has slowed down; ➁ SK Hynix is optimistic about its prospects, having started mass production of 12-layer HBM3E, and is set to supply advanced chips to Nvidia; ➂ Samsung is facing challenges, with its DRAM department lagging behind SK Hynix in HBM technology; ➃ Micron's stock has seen significant fluctuations due to strong AI demand, but it still faces challenges in the HBM market; ➄ Kioxia's future is uncertain due to its ownership by SK Hynix and its failed merger with Western Digital; ➅ Western Digital is considering a split into HDD and NAND/SSD divisions due to the underperformance of its NAND business.
➀ This review explores the Tyan GC70-B8033 1U server, a lower-cost option for the AMD EPYC Milan generation; ➁ It highlights the unique features and design of the server, including front I/O access and tool-less drive bays; ➂ The article also discusses the server's power supply, cooling system, and overall build quality.