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北京时间·源无时间·以抓取为准·⟳ 抓取 20:32:35·⚡ 决策 08-04 20:35:12 +2m37s·84.0 天前
铠侠与 Sandisk 发布第十代 QLC 3D NAND 技术,称位密度达到行业最高
公告仅披露第十代 QLC 3D NAND 的技术指标提升,没有量产时间、客户订单、售价、收入或利润增量。
📄 原文Kioxia News↗ 原文
Please select your location and preferred language where available. New 3D Flash Memory Technology from Kioxia and Sand…
不做 铠侠控股(285A.JP)
技术发布未披露量产、客户或金额,且处于行业会议展示窗口,短线缺少可量化业绩催化,不做。
不做 Sandisk(SNDK.US)
共同技术公告偏路线图展示,未证明短期收入或利润增量,且美股主标的缺少可执行 edge,不做。
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研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 low · price-in 风险 medium ↗
关键理由
- 公告仅披露第十代 QLC 3D NAND 的技术指标提升,没有量产时间、客户订单、售价、收入或利润增量。
- 该信息发生在 FMS 2026 会议期间,属于预期内技术展示,短线更像产品路线图更新而非可立即重定价的商业催化。
主要风险
- 若后续披露明确量产节点、云厂客户导入或大额采购协议,需要重新评估铠侠与 Sandisk 的基本面弹性。
原文全文
展开原文 · 4,337 字
Please select your location and preferred language where available.
New 3D Flash Memory Technology from Kioxia and Sandisk Achieves Industry’s Highest Bit Density for QLC NAND
10th-generation QLC 3D flash memory represents a major leap forward for AI storage architectures, cloud platforms, and data-intensive innovations
- August 4, 2026
- Kioxia Corporation
- Sandisk Corporation
SANTA CLARA, Calif., Future of Memory and Storage Conference (FMS) – August 4, 2026 – Kioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A) and Sandisk Corporation (Nasdaq: SNDK) today unveiled their next-generation Quad-Level-Cell (QLC) 3D flash memory technology, which delivers up to 60% increase in bit density compared to their 8th-generation, surpassing 37 Gb/mm² and setting the industry benchmark*1 for bit density, performance and power efficiency.
Leveraging the companies’ revolutionary CMOS directly Bonded to Array (CBA) technology*2 which fabricates CMOS logic and the memory array on separate wafers before bonding them together with high-precision wafer-to-wafer alignment, the new generation improves read and write bandwidth compared to the 8th-generation 3D flash memory and becomes the industry’s first QLC 3D flash memory technology to reach a 4.8 Gb/s*3 interface.
Additional interface enhancements improve I/O data-out transfer power efficiency. These large power efficiency upgrades directly address the power and cooling challenges of modern AI and cloud infrastructure.
Chief Technology Officer at Kioxia, Hideshi Miyajima, said, “As AI continues to underpin the advancement of society, its applications are expanding from generative AI to agent-based and physical AI, while the use of data is becoming increasingly diverse and sophisticated. QLC technology enables the efficient storage of rapidly expanding data volumes, helping deliver greater performance and scalability for AI systems. Kioxia will accelerate development toward the commercialization of its 10th-generation flash memory products incorporating QLC technology.”
Chief Technology Officer at Sandisk, Alper Ilkbahar, said, "As AI training, inference, and hyperscale datacenter workloads drive unprecedented growth in data generation, the storage industry faces increasing pressure to deliver greater capacity, higher performance, and improved energy efficiency. By redefining the performance and efficiency envelope of QLC NAND, our 10th-generation QLC 3D flash memory delivers simultaneous gains in density, bandwidth, and energy efficiency and establishes a new paradigm for high-capacity flash storage to provide a scalable foundation for next-generation infrastructure applications.”
Key 10th-genaration QLC 3D flash memory technology highlights include:
- 332-layer architecture and optimized floorplan design deliver up to 60% increase in bit density, achieving >37 Gb/mm² compared to the 8th-generation.
- 4.8 Gb/s*3 NAND interface enabled by Toggle DDR6.0 and the Separate Command Address (SCA) protocol to unlock the full potential of fast interface.
- CMOS directly Bonded to Array (CBA) architecture enhances density scaling, performance, and manufacturing efficiency.
- Power-Isolated Low-Tapped Termination (PI-LTT) improves I/O data-out transfer power efficiency.
- As of August 4, 2026, based on Kioxia and Sandisk survey.
- Technology wherein each CMOS wafer and cell array wafer are manufactured separately in their optimized condition and then bonded together.
- 1Gb/s is calculated as 1,000,000,000 bits/second. This value is obtained under our specific test environment, and may vary depending on use conditions.
- Company names, product names and service names may be trademarks of their respective companies.
- This announcement has been prepared to provide information on our business and does not constitute or form part of an offer or invitation to sell or a solicitation of an offer to buy or subscribe for or otherwise acquire any securities in any jurisdiction or an inducement to engage in investment activity nor shall it form the basis of or be relied on in connection with any contract thereof.
- Information in this document, including product prices and specifications, content of services and contact information, is correct on the date of the announcement but is subject to change without prior notice.
New 3D Flash Memory Technology from Kioxia and Sandisk Achieves Industry’s Highest Bit Density for QLC NAND
10th-generation QLC 3D flash memory represents a major leap forward for AI storage architectures, cloud platforms, and data-intensive innovations
- August 4, 2026
- Kioxia Corporation
- Sandisk Corporation
SANTA CLARA, Calif., Future of Memory and Storage Conference (FMS) – August 4, 2026 – Kioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A) and Sandisk Corporation (Nasdaq: SNDK) today unveiled their next-generation Quad-Level-Cell (QLC) 3D flash memory technology, which delivers up to 60% increase in bit density compared to their 8th-generation, surpassing 37 Gb/mm² and setting the industry benchmark*1 for bit density, performance and power efficiency.
Leveraging the companies’ revolutionary CMOS directly Bonded to Array (CBA) technology*2 which fabricates CMOS logic and the memory array on separate wafers before bonding them together with high-precision wafer-to-wafer alignment, the new generation improves read and write bandwidth compared to the 8th-generation 3D flash memory and becomes the industry’s first QLC 3D flash memory technology to reach a 4.8 Gb/s*3 interface.
Additional interface enhancements improve I/O data-out transfer power efficiency. These large power efficiency upgrades directly address the power and cooling challenges of modern AI and cloud infrastructure.
Chief Technology Officer at Kioxia, Hideshi Miyajima, said, “As AI continues to underpin the advancement of society, its applications are expanding from generative AI to agent-based and physical AI, while the use of data is becoming increasingly diverse and sophisticated. QLC technology enables the efficient storage of rapidly expanding data volumes, helping deliver greater performance and scalability for AI systems. Kioxia will accelerate development toward the commercialization of its 10th-generation flash memory products incorporating QLC technology.”
Chief Technology Officer at Sandisk, Alper Ilkbahar, said, "As AI training, inference, and hyperscale datacenter workloads drive unprecedented growth in data generation, the storage industry faces increasing pressure to deliver greater capacity, higher performance, and improved energy efficiency. By redefining the performance and efficiency envelope of QLC NAND, our 10th-generation QLC 3D flash memory delivers simultaneous gains in density, bandwidth, and energy efficiency and establishes a new paradigm for high-capacity flash storage to provide a scalable foundation for next-generation infrastructure applications.”
Key 10th-genaration QLC 3D flash memory technology highlights include:
- 332-layer architecture and optimized floorplan design deliver up to 60% increase in bit density, achieving >37 Gb/mm² compared to the 8th-generation.
- 4.8 Gb/s*3 NAND interface enabled by Toggle DDR6.0 and the Separate Command Address (SCA) protocol to unlock the full potential of fast interface.
- CMOS directly Bonded to Array (CBA) architecture enhances density scaling, performance, and manufacturing efficiency.
- Power-Isolated Low-Tapped Termination (PI-LTT) improves I/O data-out transfer power efficiency.
- As of August 4, 2026, based on Kioxia and Sandisk survey.
- Technology wherein each CMOS wafer and cell array wafer are manufactured separately in their optimized condition and then bonded together.
- 1Gb/s is calculated as 1,000,000,000 bits/second. This value is obtained under our specific test environment, and may vary depending on use conditions.
- Company names, product names and service names may be trademarks of their respective companies.
- This announcement has been prepared to provide information on our business and does not constitute or form part of an offer or invitation to sell or a solicitation of an offer to buy or subscribe for or otherwise acquire any securities in any jurisdiction or an inducement to engage in investment activity nor shall it form the basis of or be relied on in connection with any contract thereof.
- Information in this document, including product prices and specifications, content of services and contact information, is correct on the date of the announcement but is subject to change without prior notice.
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