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[News] Samsung and NVIDIA Team Up on Ferroelectric NAND R&D, Key Step Toward 1000-Layer NAND

What happened

Samsung and NVIDIA unveiled an AI model (PINO) that accelerates ferroelectric NAND simulation by 10,000x, targeting a 1000-layer architecture for potential commercialization by 2030. This R&D collaboration aims to overcome material and structural challenges for next-generation memory. Neutral: This is a long-term (2030) research milestone with no immediate impact on current NAND supply, pricing, or trader decisions.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

NAND Flash

Samsung Electronics NVIDIA

rd-milestoneferroelectric-nandai-tool

Source and time

Source: TrendForce · 3/12/2026 · View original source

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[News] Samsung and NVIDIA Team Up on Ferroelectric NAND R&D, Key Step Toward 1000-Layer NAND

What happened

Impact and signal

Affected components and suppliers

Source and time

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