https://greatnumber.pages.dev/storage-feed.html Timestamp-sorted storage, memory, semiconductor and enterprise storage feed. Thu, 14 May 2026 03:48:47 GMT https://www.businesskorea.co.kr/news/articleView.html?idxno=269409 3741b6cad6f6d297 Thu, 14 May 2026 18:27:28 GMT BusinessKorea supply-chain The Ministry of Trade, Industry and Energy, the Ministry of Science and ICT, and the Presidential Committee on National AI Strategy held the 「Korea-UAE AI Infrastructure and Semiconductor Investment Forum」 at the Grand InterContinental Seoul Parnas on May 13.Following the state visit to the UAE in J https://www.businesskorea.co.kr/news/articleView.html?idxno=269403 5c2445fce18eed1f Thu, 14 May 2026 18:06:51 GMT BusinessKorea supply-chain LS Eco Energy announced on May 14 that its Haiphong production subsidiary, LS-VINA, will supply power cables for a mega-scale AI data center construction project by Viettel Group, Vietnam’s largest telecommunications company.This project is one of the largest AI infrastructure projects in northern V https://www.thelec.net/news/articleView.html?idxno=10428 a8498a9cb47a90f9 Thu, 14 May 2026 17:09:25 GMT The Elec supply-chain The global semiconductor materials market reached a record high in 2025 as rising demand for advanced semiconductor processes and high-bandwidth memory (HBM) fueled industry growth amid the expansion of artificial intelligence technologies.According to SEMI on May 13, global semiconductor materials https://www.thelec.net/news/articleView.html?idxno=10404 0fc9a488738792c4 Thu, 14 May 2026 14:58:14 GMT The Elec supply-chain Artificial intelligence infrastructure demand is expected to push AI servers' share of global DRAM consumption to as much as 55% by 2028, according to market research firm Sigmaintell.On May 12, Sigmaintell projected that AI servers will account for 50% to 55% of DRAM demand by 2028, including DDR, https://www.businesskorea.co.kr/news/articleView.html?idxno=269389 c89959bb2e7b446c Thu, 14 May 2026 06:52:32 GMT BusinessKorea supply-chain Posts about Korean stocks are spreading like memes on social media platform X (formerly Twitter). From step-by-step guides on how to purchase Korean stocks directly through Interactive Brokers (IBKR) to breakdowns of SK Hynix’s corporate governance structure, interest from individual foreign investo https://asia.nikkei.com/business/tech/semiconductors/texas-instruments-boosts-in-house-chip-output-for-ai-infrastructure-boom 5bc750a4fd244721 Nikkei Asia Semiconductors business-news https://asia.nikkei.com/business/technology/artificial-intelligence/will-singapore-warm-to-nuclear-as-20-of-electricity-goes-to-data-centers c5d9e2e5729c7add Nikkei Asia Semiconductors business-news https://asia.nikkei.com/business/technology/tech-asia/the-ai-space-race-us-and-china-bet-big-on-orbital-data-centers 84b661615048cc83 Nikkei Asia Semiconductors business-news https://asia.nikkei.com/opinion/china-s-demographic-decline-is-not-the-disaster-many-fear c49b44ad335fbad4 Nikkei Asia Semiconductors business-news https://asia.nikkei.com/business/companies/nidec-confirms-suspected-improper-conduct-over-quality-irregularities eacf2d0eb36e7875 Nikkei Asia Semiconductors business-news https://technews.tw/2026/05/14/samsung-electronics-korean-labor-union-fail-2/ c9590f64f7c0ca91 Thu, 14 May 2026 02:39:08 GMT TechNews 科技新报 Memory supply-chain 三星電子與韓國工會 13 日未能就薪資協議達成共識，工會表示在預定的大規模罷工前，「不再考慮進一步談判」。目前 […] https://finance.technews.tw/2026/05/14/ssd-prices-skyrocket-by-300-in-japan/ 31c0f19ba6863d93 Thu, 14 May 2026 02:10:05 GMT TechNews 科技新报 Memory supply-chain 日本 SSD 市場近期再度出現劇烈波動，三星多款 SSD 通路售價大幅上調，部分型號較 1 月累積漲幅更超過 […] https://www.digitimes.com/news/a20260514PD202/lam-research-taiwan-demand-equipment-2026.html 2567ca444224ff58 Thu, 14 May 2026 01:33:21 GMT DIGITIMES supply-chain Lam Research said it will hire more than 1,000 professional engineers in Taiwan in 2026 as customer demand mounts and the company expands technical support services for foundry, memory and assembly and test customers. https://www.digitimes.com/news/a20260514PD208/foxconn-wisconsin-cybersecurity-plant-security.html 0501015afc093bb1 Thu, 14 May 2026 01:03:47 GMT DIGITIMES supply-chain Foxconn confirmed a ransomware intrusion at its Wisconsin plant in the US, and said the affected facility continued operating normally after the incident. The attack renewed scrutiny of cybersecurity practices across Taiwan's tech manufacturing sector, where executives said rapid advances in AI servers, semiconductors, and space systems have heightened the… https://www.digitimes.com/news/a20260514PD207/electricity-data-market-demand-australia.html 6ed92867c163834d Thu, 14 May 2026 01:01:52 GMT DIGITIMES supply-chain HDRE announced it will enter the AI compute dispatch market by building containerized compute centers paired with energy storage systems in Australia and Japan, aiming to finalize cooperation projects in the first half of 2026. The firm said it will colocate GPUs with existing storage battery sites to boost the value of power output and address permitting r… https://www.digitimes.com/news/a20260514PD206/taiwan-spot-market-market-2027-launch.html c8b38e37a8e48cf4 Thu, 14 May 2026 00:58:31 GMT DIGITIMES supply-chain Taiwan intends to launch a green power spot market as early as late 2026 or early 2027 to allocate intermittent renewable generation better and reduce surplus electricity pressures on semiconductor and other energy-intensive industries, market sources said. The move aims to address mismatches between peak renewable output and corporate electricity demand th… https://news.skhynix.com/2026-analyst-interview-02/ 117c3d36cda4d5b8 Wed, 13 May 2026 23:58:22 GMT SK hynix Newsroom company-primary SK hynix continued to deliver solid results in the first quarter of 2026 amid favorable market conditions, once again reaffirming its presence as a leader in AI memory. In particular, expanded investment in AI servers and rising demand for high-performance memory centered on data centers are being viewed as key factors driving not just a […] The post [Analy… https://www.digitimes.com/news/a20260513PD208/oppo-taiwan-smartphone-revenue-sales.html fb3ebc75a2f9a38e Wed, 13 May 2026 23:45:23 GMT DIGITIMES supply-chain Oppo Taiwan said on the 12th that annual smartphone shipments were likely to fall 5% to 8% this year as surging memory prices pushed up handset costs and extended replacement cycles from 38 months to 42 months. Still, the company expected higher sales value from stronger demand for mid-to-high-end models. The firm launched its new Find X9 series in Taiwan o… https://www.digitimes.com/news/a20260513PD207/ap-memory-profit-revenue-shipments-2026.html d060ce0cbcc93fd8 Wed, 13 May 2026 23:43:31 GMT DIGITIMES supply-chain AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor and benefited from strong demand for its IoTRAM customized memory. The Taiwan-based chip packaging and memory supplier said silicon capacitor shipments entered a ramp-up phase i… https://www.theregister.com/patches/2026/05/14/welcome-to-the-vulnpocalypse-as-vendors-use-ai-to-find-bugs-and-patches-multiply-like-rabbits/5240027 f13b09f1cfd3eef9 Wed, 13 May 2026 23:27:50 GMT The Register Storage enterprise-storage Palo Alto Networks found and fixed 75 flaws this month, up from its usual five https://www.theregister.com/paas-and-iaas/2026/05/13/aws-patched-quick-auth-bypass-says-customers-werent-using-control/5240041 3fc8b831fac4db3c Wed, 13 May 2026 22:56:41 GMT The Register Storage enterprise-storage If a setting fails in the forest and nobody hears it ... https://www.theregister.com/software/2026/05/13/googles-ai-enabled-mouse-pointer-understands-this-and-that/5240005 1034739a0a1057c1 Wed, 13 May 2026 22:19:47 GMT The Register Storage enterprise-storage Right-clicking could go the way of the 3.5-inch floppy at the Chocolate Factory https://x.com/fiiiiiist/status/2054678617116889365 x-dnystedt-2054678617116889365 Wed, 13 May 2026 21:42:11 GMT Dan Nystedt x-supply-chain 已转帖Tim Fist@fiiiiiist·5小时If true, the facts alleged here are pretty damning for NVIDIA. Claims from the report: - While NVIDIA claims that its compute revenues from China have dropped to zero, over 20% of its FY2026 AI compute revenue was driven by China, both through illegal chip smuggling and the use如果属实，这里所指控的事实对英伟达来说相当不利。报告的主要内容包括： 尽管英伟达声称其来自中国的计算收入已降至零，但其2026财年人工智能计算收入的20%以上来自中国，这既包括非法芯片走私，也包括使用非法芯片。引用Culper@CulperResearch·9小时NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in… https://x.com/BenBajarin/status/2054677094928728189 x-BenBajarin-2054677094928728189 Wed, 13 May 2026 21:36:08 GMT Ben Bajarin x-semiconductors @BenBajarin·5小时Had a number of vendor conversations today that make me think most have not fully reconciled how different the shape, and requirement, of inference demand compute is going to be. Especially with storage and memory. The word you will want to brace for is superlinearly :)今天和几家供应商进行了交流，这让我觉得大多数供应商还没有完全意识到推理计算的需求和形式将会发生多么大的变化，尤其是在存储和内存方面。 你最需要注意的词是“超线性” :)65575,884 https://x.com/danielnewmanUV/status/2054674201819202045 x-danielnewmanUV-2054674201819202045 Wed, 13 May 2026 21:24:38 GMT Daniel Newman x-enterprise-tech @danielnewmanUV·6小时Can I say something?我可以说句话吗？引用Culper@CulperResearch·9小时NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.最新消息：我们做空英伟达 ( $NVDA) 。我们认为英伟达在中国市场面临严峻挑战。请访问我们的网站查看完整报告及披露信息（链接见个人简介）。281653.1万 https://www.eetimes.com/mram-gets-its-own-sig/ 92616b08d7fd45b0 Wed, 13 May 2026 21:17:50 GMT EE Times industry-news SNIA MRAM alliance looks to unite a broader ecosystem to encourage magnetoresistive random access #memory (#MRAM) adoption. The post MRAM Gets Its Own SIG appeared first on EE Times . https://www.theregister.com/on-prem/2026/05/13/datacenters-are-having-fewer-but-bigger-failures/5239951 abb54a5bebfb1658 Wed, 13 May 2026 20:48:48 GMT The Register Storage enterprise-storage And neither AI nor international conflict are helping https://www.theregister.com/ai-ml/2026/05/13/anthropic-butts-in-to-small-business-promises-help-with-payroll-and-other-core-tasks/5239967 67da1214d189c049 Wed, 13 May 2026 20:48:46 GMT The Register Storage enterprise-storage But Pro or Max biz users should know that the company may train its AI on your data https://x.com/EdLudlow/status/2054657443372880166 x-BenBajarin-2054657443372880166 Wed, 13 May 2026 20:18:02 GMT Ben Bajarin x-semiconductors 已转帖Ed Ludlow@EdLudlow·7小时Woah: CISCO SEES FY26 ORDERS FROM HYPERSCALERS $9B, UP FROM $5B哇哦： 思科预计2026财年来自超大规模数据中心的订单额将达到90亿美元，高于去年的50亿美元。114026010万 https://www.theregister.com/security/2026/05/13/bug-hunter-tracks-down-three-serious-mcp-database-flaws-one-left-unpatched/5238916 acbecd3ce9da846d Wed, 13 May 2026 20:17:24 GMT The Register Storage enterprise-storage Apache, Alibaba databases vulnerable and only one has a patch https://www.theregister.com/ai-ml/2026/05/13/see-through-local-ai-lies-with-irish-eyes/5239911 7d7be9186603857f Wed, 13 May 2026 19:35:48 GMT The Register Storage enterprise-storage ICCL Enforce project offers Verity fact-checking server https://www.storagereview.com/review/dapustor-r6060-122tb-review-read-heavy-gen5-qlc-at-scale 41a268a14596070e Wed, 13 May 2026 19:12:43 GMT StorageReview enterprise-storage The DapuStor R6060 is a PCIe Gen5 enterprise QLC SSD built around the company’s DP800 controller and 3D QLC NAND. The series spans U.2, E3.L, and E1.L form factors, with capacities of 15.36TB, 30.72TB, 61.44TB, and 122.88TB, plus a 245TB SKU at the top of the stack. The interface supports PCIe 5.0 x4 or 2×2 The post DapuStor R6060 122TB Review: Read-Heavy G… https://www.forrester.com/blogs/build-smarter-b2b-pricing-for-long-term-growth-and-profitability/ e807b96dd2124ece Wed, 13 May 2026 18:24:24 GMT Forrester Storage Research research Effective B2B AI pricing must balance several goals that often pull in different directions: It needs to reduce buyer risk and accelerate adoption, especially as many organizations are still experimenting with how AI fits into their workflows. It should align price to measurable value. This gives customers a clear connection between what they pay and […] https://x.com/BenBajarin/status/2054628409691799853 x-BenBajarin-2054628409691799853 Wed, 13 May 2026 18:22:40 GMT Ben Bajarin x-semiconductors @BenBajarin·9小时In hindsight, this report we did on the customer (and capacity) reordering at TSMC would have made it very clear why Intel is well positioned as a second source.事后看来，我们之前对台积电客户（及产能）重新订购情况所做的这份报告，本可以非常清楚地说明为什么英特尔作为第二供应商具有良好的地位。The Reordering To AI/HPC: TSMC's 2026 Outlook and Beyond向人工智能/高性能计算重新排序：台积电2026年及以后的展望来自 thediligencestack.com24193,413 https://x.com/BenBajarin/status/2054625382566080956 x-BenBajarin-2054625382566080956 Wed, 13 May 2026 18:10:38 GMT Ben Bajarin x-semiconductors @BenBajarin·9小时Digging into two phase liquid cooling so will check this out when I'm there next week.引用Accelsius@AccelsiusATX·10小时NEXT WEEK: We'll be attending Dell Tech World alongside strategic partner Legrand! Be sure to visit Legrand's booth (#307) to learn more about how we're partnering to scale our liquid cooling solution for mission critical data centers.1133,266 https://x.com/CulperResearch/status/2054623784452120917 x-danielnewmanUV-2054623784452120917 Wed, 13 May 2026 18:04:17 GMT Daniel Newman x-enterprise-tech @danielnewmanUV·6小时$CSCO nearly doubled its guide for AI infrastructure orders in FY26. Massive move here. Cisco has been an obvious beneficiary of the AI buildout. Appropriate recognition. $CSCO 思科在 2026 财年将其人工智能基础设施订单预期提高了近一倍。这是一个巨大的举措。思科显然是人工智能建设浪潮的受益者。这是理所应当的。 引用Wall St Engine@wallstengine·7小时$CSCO Q3 EARNINGS HIGHLIGHTS Revenue: $15.8B (Est $15.54B) ; +12% YoY Adj. EPS: $1.06 (Est $1.04) ; +10% YoY Product Orders: +35% YoY Networking Product Orders: +50%+ YoY AI Infrastructure Orders: FY26 expected orders raised to $9B from $5B FY26 Guide: 思科第三季度财报亮点 收入：$15.8B（预计 $15.54B） ；同比+12% 调整后每股收益… https://www.forrester.com/blogs/openais-daybreak-promises-to-improve-appsec-but-introduces-a-new-pricing-model-five-buyer-side-implications-for-cisos/ 4923c6fba89d56b9 Wed, 13 May 2026 17:47:17 GMT Forrester Storage Research research OpenAI recently announced Daybreak, its vision for making agentic application security faster and more capable. While promising, Daybreak will also make security more expensive per unit of work. In this model, customers will pay for tokens and multiagent workflows burn tokens. CISOs and CIOs should budget for application security (AppSec) line-item inflatio… https://x.com/DanielNenni/status/2054607867588604165 x-danielnenni-2054607867588604165 Wed, 13 May 2026 17:01:03 GMT Daniel Nenni x-semiconductors SemiWiki@DanielNenni·10小时Configurable xSPI memory controller IP core is FuSa-ready https://semiwiki.com/ip/cast/369140-configurable-xspi-memory-controller-ip-core-is-fusa-ready/… #AutomotiveFunctionalSafety #ISO26262ASIL-D #SerialFlash #SerialPSRAM #XSPIMemoryController可配置的 xSPI 存储器控制器 IP 核已准备好支持 FuSa https://semiwiki.com/ip/cast/369140-configurable-xspi-memory-controller-ip-core-is-fusa-ready/… #AutomotiveFunctionalSafety #ISO26262ASIL -D #SerialFlash #SerialPSRAM #XSPIMemoryController Configurable xSPI memory controller IP core is FuSa-ready - Semiwiki可配置的 xSPI 存储器控制器 IP 核符合 FuSa 标准 - Semiw… https://www.theregister.com/ai-ml/2026/05/13/ai-customer-service-bots-get-rolled-back-at-74-of-firms/5239800 1e148bd906f40f6e Wed, 13 May 2026 16:53:39 GMT The Register Storage enterprise-storage AI rollback rates hit 81% at firms with mature guardrails, suggesting enterprises are struggling to manage the systems in production, says Sinch https://www.thelec.net/news/articleView.html?idxno=10387 634e4c5598ba72df Wed, 13 May 2026 16:48:13 GMT The Elec supply-chain Everpure, formerly known as Pure Storage, said it has partnered with Red Hat to integrate the data management capabilities of its Portworx platform directly into the Red Hat OpenShift console. The integration is designed to allow customers to manage storage and data operations for AI workloads, cont https://www.theregister.com/on-prem/2026/05/13/utah-mega-datacenter-could-dump-23-atomic-bombs-worth-of-energy-per-day/5239670 f57819173958c483 Wed, 13 May 2026 16:36:00 GMT The Register Storage enterprise-storage Physicist warns proposed Stratos campus could seriously affect local environment https://www.storagereview.com/news/minio-introduces-memkv-for-petabyte-scale-ai-inference-memory 9aad7f0f8a84725f Wed, 13 May 2026 16:17:17 GMT StorageReview enterprise-storage MinIO has announced MemKV, a context memory store designed to address a growing bottleneck in large-scale AI inference environments. Positioned as the second core component of the company’s portfolio alongside AIStor, MemKV extends MinIO’s data infrastructure into the memory tier, targeting persistent, shared context for agentic AI workloads operating acros… https://www.theregister.com/security/2026/05/13/disgruntled-researcher-releases-two-more-microsoft-zero-days/5239758 c2f1c92820dd054f Wed, 13 May 2026 16:16:02 GMT The Register Storage enterprise-storage Security pros warn YellowKey claim could make stolen laptops a much bigger problem https://www.storagereview.com/news/scality-introduces-adi-platform-for-ai-driven-sovereign-data-infrastructure 756d1472bd01fd5f Wed, 13 May 2026 16:09:45 GMT StorageReview enterprise-storage Scality has announced Scality Autonomous Data Infrastructure (ADI), a platform aimed at enterprises facing increasing pressure to support diverse AI workloads, strengthen cyber resilience, and maintain sovereign control over data. The offering combines Scality’s distributed object storage foundation with a new autonomous operations layer designed to reduce… https://x.com/DanielNenni/status/2054588126560207313 x-danielnenni-2054588126560207313 Wed, 13 May 2026 15:42:36 GMT Daniel Nenni x-semiconductors SemiWiki@DanielNenni·11小时- MATCH Act targets key chipmaking tools that foreign companies like #ASML supply #China - China has been vocal in opposition, prepared countermeasures including new decree #Semiconductors #Semiconductor #Semiconductormanufacturing- MATCH 法案针对的是外国公司（如 #ASML ） 供应的关键芯片制造工具 #China 中国一直公开反对，并准备了包括新法令在内的应对措施。 #Semiconductors #Semiconductor #Semiconductormanufacturing semiwiki.comChina criticizes US chip equipment bill in run-up to Beijing talks在与北京会谈前夕，中国批评美国芯片设备法案。- MATCH Act targets key chipmaking tools that foreign companies like ASML supply China - China has been vocal… https://www.thelec.net/news/articleView.html?idxno=10398 e9df64e139b05ffe Wed, 13 May 2026 15:28:35 GMT The Elec supply-chain Shinsung E&G said Tuesday it will showcase integrated heating, ventilation and air conditioning (HVAC) solutions at HVAC Korea 2026, highlighting technologies aimed at AI data centers and semiconductor cleanroom operations.HVAC Korea 2026, a major South Korean mechanical facilities exhibition, will https://www.thelec.net/news/articleView.html?idxno=10396 b27dc2ffc74a40b6 Wed, 13 May 2026 15:28:35 GMT The Elec supply-chain Applied Materials said Tuesday it has entered a new collaboration agreement with TSMC aimed at advancing energy-efficient semiconductor performance.Under the partnership, the two companies will work together at Applied Materials' EPIC Center in Silicon Valley to address key challenges tied to advanc https://x.com/DanielNenni/status/2054582923580604900 x-danielnenni-2054582923580604900 Wed, 13 May 2026 15:21:55 GMT Daniel Nenni x-semiconductors SemiWiki@DanielNenni·12小时- #Trump and #Xi set to hold series of talks May 14-15 - #Nvidia's Huang added to trip last minute, source says - Business delegation largely trying to resolve #China issues #Semiocnductors #Semiconductor- #Trump 和 #Xi 定于 5 月 14 日至 15 日举行一系列会谈 据消息人士透露， #Nvidia 的黄在最后一刻加入了行程。 - 业务代表团主要致力于解决 #China 个问题 #Semiocnductors #Semiconductor semiwiki.comTrump lands in China for Xi summit with Nvidia CEO in tow特朗普携英伟达 CEO 抵达中国参加与习近平的峰会- Trump and Xi set to hold series of talks May 14-15 - Nvidia's Huang added to trip last minute, source says - Business delegation largely trying to… https://www.theregister.com/on-prem/2026/05/13/rust-stalks-ibm-mainframes-but-only-in-nightly-form/5239710 58f2ba7c1f34f6c8 Wed, 13 May 2026 15:21:29 GMT The Register Storage enterprise-storage Patch series would bring memory-safe code to Linux's s390 port, with compiler caveats attached https://x.com/DanielNenni/status/2054577666729132416 x-danielnenni-2054577666729132416 Wed, 13 May 2026 15:01:02 GMT Daniel Nenni x-semiconductors SemiWiki@DanielNenni·12小时CEO Interview with Dr. Jekaterina Viktorova of Syenta https://semiwiki.com/ceo-interviews/369204-ceo-interview-with-dr-jekaterina-viktorova-of-syenta/… #Chiplet-based #DeepTech #Dr.JekaterinaViktorova #SemiconductorIndustry #Syenta对 Syenta 公司首席执行官 Jekaterina Viktorova 博士的采访 https://semiwiki.com/ceo-interviews/369204-ceo-interview-with-dr-jekaterina-viktorova-of-syenta/… #Chiplet -based #DeepTech #Dr .JekaterinaViktorova #SemiconductorIndustry #Syenta CEO Interview with Dr. Jekaterina Viktorova of Syenta - Semiwiki对 Syenta 公司首席执行官 Ekaterina Viktorova 博士的采访 - Semiwiki来自… https://www.theregister.com/public-sector/2026/05/13/royal-household-seeks-3m-finance-system-fit-for-a-king/5239616 0495706061d84d28 Wed, 13 May 2026 14:33:00 GMT The Register Storage enterprise-storage One seeks contractor to manage millions in taxpayer cash, will provide generous 20% off Windsor biscuit tins and tea towels https://www.techinsights.com/teardown/apple-watch-series-11-5g-teardown 3d808b07c1967510 Wed, 13 May 2026 14:32:29 GMT TechInsights Storage research Apple Watch Series 11 5G Teardown JWinters Wed, 05/13/2026 - 14:32 https://www.idc.com/resource-center/blog/the-market-every-western-executive-should-be-watching-idcs-ceo-already-is/ d898e2bdcf4499a6 Wed, 13 May 2026 14:18:10 GMT IDC Enterprise Storage research When IDC CEO Lorenzo Larini chose China as one of his first major destinations as a new chief executive, he wasn’t following a script. He was reading the data. Four months into his tenure, Larini is heading to Beijing to see firsthand what IDC’s analysts have been tracking for years: a market in a fundamental shift that most Western executives are still […]… https://www.thelec.net/news/articleView.html?idxno=10390 f6b02f63eaffd8de Wed, 13 May 2026 14:12:01 GMT The Elec supply-chain President Lee Jae-myung, Industry Minister Kim Jung-kwan and Labor Minister Kim Young-hoon have all delivered messages with strikingly similar undertones regarding the union's demand for higher bonuses at Samsung Electronics.Their argument is straightforward: Samsung's success was not achieved solel https://www.thelec.net/news/articleView.html?idxno=10385 7e7b0e2f762c57ad Wed, 13 May 2026 14:11:28 GMT The Elec supply-chain Samsung Electronics is preparing to begin mass production of memory products based on the Compute Express Link (CXL) 3.1 standard as early as the fourth quarter, according to industry sources.CXL is a high-speed interconnect technology built on the PCI Express (PCIe) standard that enables faster dat https://www.forrester.com/blogs/youve-got-more-time-enterprise-architecture-award-deadline-extended-to-june-2/ baf30469515a0dfb Wed, 13 May 2026 14:04:46 GMT Forrester Storage Research research If you were considering a nomination for Forrester’s global Technology Awards ths year — including the Enterprise Architecture Award, presented in partnership with The Open Group — the submission deadline has been extended to Tuesday, June 2. Here’s the reason I’m genuinely excited about this year’s EA entries (and why a short extension matters): The […] https://www.theregister.com/oses/2026/05/13/microsoft-aims-to-speed-windows-with-leap-forward-in-winui-3-perf/5239559 3715a4a53414a9f4 Wed, 13 May 2026 13:49:00 GMT The Register Storage enterprise-storage Bittersweet post tells devs what they already knew: The framework is too slow https://www.blocksandfiles.com/data-protection/2026/05/13/netapp-claims-faster-backup-and-recovery-for-red-hat-openshift-vms/5239644 6023a57d4d5945cf Wed, 13 May 2026 13:35:24 GMT Blocks & Files enterprise-storage https://www.blocksandfiles.com/flash/2026/05/13/kioxia-launches-xg10-pcie-50-client-ssd/5239468 c2722ea303a26e45 Wed, 13 May 2026 13:32:01 GMT Blocks & Files enterprise-storage https://www.theregister.com/science/2026/05/13/spacex-sets-date-for-starship-test-that-asks-did-we-break-anything-in-the-upgrade/5239547 5e7205013d9e12e5 Wed, 13 May 2026 13:29:00 GMT The Register Storage enterprise-storage May 19 launch will put redesigned rocket, pad, and engines through their paces https://www.theregister.com/public-sector/2026/05/13/greater-manchester-still-says-no-to-nhs-data-platform-with-palantir-at-its-heart/5239584 8823edf37d287890 Wed, 13 May 2026 13:07:45 GMT The Register Storage enterprise-storage Public concern has only grown, says ICB, while evidence of benefits remains thin https://www.theregister.com/oses/2026/05/13/microsoft-gives-windows-update-a-ctrl-z-for-bad-drivers/5239489 3f73980a49ad5577 Wed, 13 May 2026 13:00:00 GMT The Register Storage enterprise-storage Cloud-powered undo will roll back dodgy code without users or hardware partners lifting a finger https://www.theregister.com/public-sector/2026/05/13/london-cops-hail-fixed-facial-recognition-cams-after-suspects-collared-every-35-mins/5239521 96b4c1d21154dc5c Wed, 13 May 2026 12:15:00 GMT The Register Storage enterprise-storage Croydon trial helped secure 173 arrests, though civil liberties groups remain unconvinced https://www.storagenewsletter.com/2026/05/13/alphabet-fiscal-1q26-financial-results/ ae6b8ed99a54bef8 Wed, 13 May 2026 12:01:50 GMT StorageNewsletter enterprise-storage Summary: Consolidated Alphabet revenues increased 22%, or 19% in constant currency, to $109.9 billion, reflecting strong performance across the business and our 11th consecutive quarter of double-digit growth Google Services revenues increased 16% to $89.6 billion, led by 19% growth in Google Search & other, 19% in Google subscriptions, platforms, and devic… https://www.storagenewsletter.com/2026/05/13/eunetworks-strengthens-super-highway-network-with-new-frankfurt-strasbourg-route/ 215dca9a79a88bd3 Wed, 13 May 2026 12:01:39 GMT StorageNewsletter enterprise-storage Summary: Frankfurt to Strasbourg makes up the latest route in euNetworks’ state-of-the-art Super Highway fibre system The route addresses demand in an increasingly busy corner of the FLAP-D region, which comprises of Europe’s largest data centre markets euNetworks’ Super Highway network is the only modern fibre network system live today that connects key da… https://www.storagenewsletter.com/2026/05/13/neo-semiconductor-demonstrates-3d-x-dram-proof-of-concept-secures-strategic-investment-to-advance-ai-memory/ 59ba6509be19c94a Wed, 13 May 2026 12:01:28 GMT StorageNewsletter enterprise-storage NEO Semiconductor, an innovator in advanced AI and memory technologies, announced successful proof-of-concept (POC) results for its 3D X-DRAM technology, marking a major milestone toward next-gen, high-density memory solutions for AI and data-centric systems.The company also announced a new strategic investment led by Stan Shih, founder and former chairman… https://www.storagenewsletter.com/2026/05/13/saimemory-selected-for-nedo-grant-to-advance-commercialization-of-zam-next-gen-memory/ 88c527289cf89f3e Wed, 13 May 2026 12:01:17 GMT StorageNewsletter enterprise-storage SAIMEMORY Corp., a subsidiary of SoftBank Corp., announced that its next-generation memory technology development project, “Development of High-Density, High bandwidth, Low-Power ZAM (Z-Angle Memory)”, jointly promoted with Intel K.K., has been selected under the research theme “Development of Innovative Memory Manufacturing Technology with High Density, Hi… https://www.storagenewsletter.com/2026/05/13/red-hat-summit-2026-red-hat-ai-factory-with-nvidia-expands-support-for-a-new-class-of-autonomous-agents-in-the-enterprise/ dc37d13c0f17d0b2 Wed, 13 May 2026 12:01:06 GMT StorageNewsletter enterprise-storage Red Hat, a key provider of open source solutions, announced new milestones in its co-engineered Red Hat AI Factory with Nvidia software platform – advancing enterprise adoption of AI and autonomous, long-running agents.The latest updates introduce enhanced security capabilities for continuously operating agents and deliver ready-to-deploy solutions that hel… https://www.storagenewsletter.com/2026/05/13/red-hat-summit-2026-red-hat-unites-builders-and-operators-on-the-agentic-future-with-major-advancements-to-red-hat-ai/ 5939ac04be96e1f0 Wed, 13 May 2026 12:00:55 GMT StorageNewsletter enterprise-storage Red Hat, a key provider of open source solutions, announced significant advancements across the Red Hat AI portfolio to help bridge the gap between AI experimentation and production-grade operational control.By delivering a unified, metal-to-agent platform, Red Hat AI 3.4 simplifies the development and deployment of agentic workflows, allowing organizations… https://www.storagenewsletter.com/2026/05/13/ocp-emea-summit-2026-supermicro-expands-data-center-building-block-solutions-flexibility-with-arm-based-platforms-and-ocp-systems-for-next-gen-ai-infrastructure/ 4f25f39b28ec318c Wed, 13 May 2026 12:00:45 GMT StorageNewsletter enterprise-storage Summary: Arm AGI CPU-based platforms increase performance-per-watt for modern workloads High-density liquid-cooled systems accelerate HPC and AI workloads Flexible infrastructure supports agentic AI across cloud and enterprise environments Super Micro Computer, Inc., an AI, enterprise, storage, 5G/edge total solution provider, expanded its Data Center Build… https://www.storagenewsletter.com/2026/05/13/ocp-emea-summit-2026-celestica-accelerates-ai-scale-networking-with-the-ds6000-series-1-6tbe-switch/ 5ed65abe49a6d485 Wed, 13 May 2026 12:00:34 GMT StorageNewsletter enterprise-storage Celestica Inc., an active player in data center infrastructure and advanced technology solutions, announced its DS6000-series 1.6TbE switches are available for order to initial customers.This milestone signals the platform’s transition from development to ready-to-order status, providing the critical backbone for the next generation of generative AI and mac… https://www.storagenewsletter.com/2026/05/13/the-university-of-manchester-picks-datadobis-unstructured-data-platform-to-transform-its-storage-optimisation-strategy/ 624d917c4165b03c Wed, 13 May 2026 12:00:23 GMT StorageNewsletter enterprise-storage Datadobi, a player in unstructured data management, announced that The University of Manchester, an education institutions, has selected StorageMAP, Datadobi’s intelligent data management platform, to transform its storage optimization strategy.The deployment will enable the University to make significant cost savings over the next five years by efficiently… https://www.storagenewsletter.com/2026/05/13/apricorn-appoints-jeanclaude-toma-as-chief-executive-officer/ 5978451c95cb2fbd Wed, 13 May 2026 12:00:12 GMT StorageNewsletter enterprise-storage Apricorn, a provider of quantum-resistant hardware-encrypted external storage solutions, announced the appointment of Jeanclaude Toma as CEO. Mr. Toma joins Apricorn at an important growth stage in the company’s evolution as it builds on its reputation for products that deliver secure data at rest and in transit. A seasoned executive with more than 25 years… https://www.storagenewsletter.com/2026/05/13/seagate-announces-the-retirement-of-michael-r-cannon-lead-independent-director-after-a-40-year-history-in-the-disk-drive-industry/ 4eea509c657fc9f5 Wed, 13 May 2026 12:00:01 GMT StorageNewsletter enterprise-storage Seagate Technology Holdings plc, an innovator of mass-capacity storage, announced that Mike Cannon, lead independent director, has informed the company of his decision to retire from Seagate’s Board of Directors at the conclusion of his current term in October 2026. Cannon has served on the Board since February 2011, including 5 years as Lead Independent […… https://www.theregister.com/oses/2026/05/13/linux-gains-more-critical-windows-apps-3d-movie-maker-and-space-cadet-pinball/5239455 cd3badb649e18a1d Wed, 13 May 2026 11:30:00 GMT The Register Storage enterprise-storage Further demonstrating its role as industry default OS the versatility of modern porting tools https://www.theregister.com/databases/2026/05/13/dbase-debased-database-titan-fades-to-black-after-47-years/5238841 375b6625a3b9a5e4 Wed, 13 May 2026 10:44:00 GMT The Register Storage enterprise-storage Blog post mourning decline appears to have helped knock what was left of the veteran app's online presence offline https://www.snia.org/node/19678 4562485f6f7a96b8 Wed, 13 May 2026 10:41:48 GMT SNIA standards The challenges of long-term data storage and the technologies that can enable it diane.marsili Wed, 05/13/2026 - 10:41 Summary A panel of experts, including SNIA board member Scott Shadley, discuss how we will store data long into the future with DNA data storage. Date Wed, 03/11/2026 - 06:44 Source Intelligent Data Systems Event URL https://www.intelligent… https://www.theregister.com/offbeat/2026/05/13/this-browser-add-in-doesnt-just-hide-ads-it-tells-you-to-obey/5238887 8f15158c44ea0ff4 Wed, 13 May 2026 10:00:00 GMT The Register Storage enterprise-storage Chromium extension swaps promos for John Carpenter-style subliminal slogans https://www.eetimes.com/europe-photonics-push-runs-through-spain/ b8537d1aad2e5542 Wed, 13 May 2026 09:37:44 GMT EE Times industry-news Spain coordinates Europe’s €400 million PIXEurope initiative to turn photonics research into scalable semiconductor manufacturing capacity. The post Europe’s Photonics Push Runs Through Spain appeared first on EE Times . https://investors.micron.com/news-releases/news-release-details/meiguangtuichu-256gb-ddr5-cifuqimozuyangpinzhongxindingyi-ai 6406d48818010ac6 Wed, 13 May 2026 09:36:11 GMT Micron Investor Relations company-primary 美光推出 256GB DDR5 伺服器模組樣品，重新定義 AI 效能 shuranzhang@mi… May 13, 2026 美光推出 256GB DDR5 伺服器模組樣品，重新定義 AI 效能 May 14, 2026 at 11:00 AM CST Taiwan 繁體中文 採用 1-gamma DRAM  與先進封裝技術，提供業界最快速效能 愛達荷州博伊西， 2026  年 5  月 14  日   —  美光科技（ Nasdaq: MU ）今日宣布，已向主要伺服器生態系合作夥伴提供 256GB DDR5  具暫存器雙列直插式記憶體模組（ RDIMM ）樣品。該模組採用業界領先的 1-gamma  製程技術，最高速度可達每秒… https://www.theregister.com/ai-ml/2026/05/13/sap-u-turn-brings-ai-features-to-ecc-and-on-prem-s/4hana/5239040 dc7d36229ccc6a55 Wed, 13 May 2026 09:16:31 GMT The Register Storage enterprise-storage CEO says there is 'no confusion at all' after cloud-only innovation plan drew flak https://www.digitimes.com/news/a20260513PD230/ic-substrate-abf-substrate-demand-substrate-2026.html 798b51b1330d827e Wed, 13 May 2026 09:02:37 GMT DIGITIMES supply-chain Ajinomoto has informed IC substrate makers that it will raise prices for its key ABF build-up film by 30%, with the new pricing expected to take effect in the third quarter of 2026. Taiwanese package substrate makers confirmed they have received the official notice, as cost pressure in the IC substrate supply chain remains elevated. https://www.theregister.com/networks/2026/05/13/zte-advances-intelligent-network-monetization-strategy-at-agc2026-empowering-isps-for-sustainable-growth/5239443 60ef969f4638c636 Wed, 13 May 2026 08:33:13 GMT The Register Storage enterprise-storage Leveraging 10G PON, light OTN, and Wi-Fi 7 to modernize infrastructure and reduce operational costs for local operators https://www.digitimes.com/news/a20260513PD237/ai-server-odm-business-revenue.html c194b0431bd38d1e Wed, 13 May 2026 08:32:37 GMT DIGITIMES supply-chain As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue without lifting manufacturing fees at the same pace, leaving original design manufacturers (ODMs) facing lower gross margins as assembly orders grow. https://www.theregister.com/public-sector/2026/05/13/civil-servants-to-protest-outside-capita-agm-over-pension-shambles/5238985 301a3b5f27f9617e Wed, 13 May 2026 08:30:00 GMT The Register Storage enterprise-storage Union demands government strips outsourcer of contract after delays, bereavement failures, and data breach https://www.theregister.com/networks/2026/05/13/zte-hosts-2026-broadband-user-congress-in-so-paulo-under-the-theme-monetize-your-intelligent-broadband/5239403 4723a140a34793f8 Wed, 13 May 2026 08:25:26 GMT The Register Storage enterprise-storage Empowering operators to move beyond basic connectivity with next-gen AI and ODN systems https://www.idc.com/resource-center/blog/ecosystem-strategy-in-2026-why-ai-is-rewriting-partner-led-growth/ 2126a0e26c6bacac Wed, 13 May 2026 08:21:59 GMT IDC Enterprise Storage research AI is reshaping how partner ecosystems create value. As automation absorbs traditional delivery work, partner-led growth is shifting toward influence, orchestration, and trusted advisory roles. Here’s what ecosystem leaders need to know for 2026. Artificial intelligence (AI) has moved from experiment to operating reality across the technology ecosystem. Mod… https://www.digitimes.com/news/a20260512VL207/taiwan-monthly-tracker-aspeed-ai-server-demand-market.html d3620c0df727b43a Wed, 13 May 2026 07:44:54 GMT DIGITIMES supply-chain ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI server deployments. https://www.digitimes.com/news/a20260511RS402/2026-shipments-ap-price-smartphone-ap.html?chid=2 a538a661ebfc1dab Wed, 13 May 2026 07:22:52 GMT DIGITIMES supply-chain Global smartphone AP shipments in the second quarter of 2026 are estimated to see a yearly decline of 15.2% as memory price hike pressure emerges. https://semiengineering.com/dft-in-automotive/ d80cd4f5f1c68641 Wed, 13 May 2026 07:05:08 GMT Semiconductor Engineering Memory industry-news What's needed to ensure reliability of automotive chips, and why it’s about to get even tougher. The post DFT In Automotive appeared first on Semiconductor Engineering . https://semiengineering.com/lasers-are-the-heartbeat-of-the-optical-ai-data-center/ b04a46744b408037 Wed, 13 May 2026 07:01:57 GMT Semiconductor Engineering Memory industry-news These III-V semiconductors are essential for super-high-bandwidth optical interconnects. The post Lasers Are The Heartbeat Of The Optical AI Data Center appeared first on Semiconductor Engineering . https://semiengineering.com/scaling-pcie-controllers-for-ai-bandwidth-a-multistream-architecture-analysis-for-64-gt-s-and-128-gt-s/ df24e63b418b9683 Wed, 13 May 2026 07:01:26 GMT Semiconductor Engineering Memory industry-news As PCIe moves toward 128 GT/s and beyond, multistream architecture transitions from an optimization to a requirement. The post Scaling PCIe Controllers for AI Bandwidth: A Multistream Architecture Analysis for 64 GT/s and 128 GT/s appeared first on Semiconductor Engineering . https://semiengineering.com/blog-review-may-13-3/ 1009c852947da7d2 Wed, 13 May 2026 07:01:11 GMT Semiconductor Engineering Memory industry-news GPU rasterizer for computational lithography; restructuring techniques; inline memory encryption; automotive electronic stability program. The post Blog Review: May 13 appeared first on Semiconductor Engineering . https://finance.technews.tw/2026/05/13/a-brand-new-memory-stock-etf-has-quickly-become-the-hottest-thematic-trade-since-covid/ 6e57e10df3115434 Wed, 13 May 2026 04:30:20 GMT TechNews 科技新报 Memory supply-chain 受惠 AI 需求爆發，記憶體成為當前市場最強主流族群，散戶資金大舉湧入全球首檔純記憶體 ETF「Roundhi […] https://technews.tw/2026/05/13/lam-research-merck-spotlight-molybdenum-as-key-material-for-ai-era-chips/ 60001d0a381989f0 Wed, 13 May 2026 04:00:02 GMT TechNews 科技新报 Memory supply-chain AI 帶動先進製程升級，鉬快速從研發選項躍升為下代半導體材料的焦點。SEMI 11 日在韓國水原舉行「Stra […] https://www.thelec.net/news/articleView.html?idxno=10378 d47caebe8f5c26b0 Wed, 13 May 2026 02:44:10 GMT The Elec supply-chain Samsung Display posted a larger share of the global smartphone organic light-emitting diode (OLED) panel market in the first quarter than the combined total of four major Chinese panel makers, even as overall shipments declined amid weakening smartphone production.According to market research firm U https://www.thelec.net/news/articleView.html?idxno=10382 3b28ecb1fbdba8b8 Wed, 13 May 2026 01:10:08 GMT The Elec supply-chain SoftBank Group Chief Executive Masayoshi Son is discussing plans to build artificial intelligence-focused semiconductor fabs and data centers in France with investments that could reach as much as $100 billion, Bloomberg reported Sunday, citing people familiar with the matter.The initiative is being https://news.skhynix.com/tech-note-series-ep1/ 43a2fab044759ceb Tue, 12 May 2026 23:58:47 GMT SK hynix Newsroom company-primary AI doesn’t wait. The foundations of every industry are already cracking. This isn’t a story about one sector. Manufacturing. Finance. Healthcare. Data centers. The entire industrial order is being rebuilt around AI — and it’s happening now. Knowing about AI is no longer a competitive advantage. You need to see through it. That’s why our […] The post [Tech N… https://www.forrester.com/blogs/sap-sapphire-2026-the-autonomous-enterprise-is-credible-but-it-comes-with-concentration-risk/ 2d6f49719f99d28a Tue, 12 May 2026 21:15:33 GMT Forrester Storage Research research At SAP Sapphire 2026, SAP consolidated eighteen months of M&A, product development, and AI strategy into a single integrated vision it dubbed the “autonomous enterprise.” JPMorganChase CFO Jeremy Barnum confirmed live on stage that the bank is migrating its general ledger to SAP’s latest version. Bayer, Novartis, Takeda, Ericsson, and H&M anchored the produ… https://x.com/lamw/status/2054305743386669077 x-lamw-2054305743386669077 Tue, 12 May 2026 21:00:31 GMT William Lam x-enterprise-storage @lamw·5月12日 ESX on Arm 9.1 For those asking, we support the following hardware: @HPE RL300 Gen 11 w/Ampere Altra & AltraMax @GIGABYTEUSA w/Ampere Altra & AltraMax @Supermicro ARS-221GL Single or Dual Nvidia Grace (C1,C2) #VCF91 ESX on Arm 9.1 应部分用户的询问，我们支持以下硬件： @HPE RL300 Gen 11 带 Ampere Altra 和 AltraMax @GIGABYTEUSA 配备 Ampere Altra 和 AltraMax @Supermicro ARS-221GL 单路或双路 Nvidia Grace (C1,C2) #VCF91 210231,086