NuAxiSemiconductor trade intelligence

Micron's new SSD replaces disk for fast access storage

What happened

Micron launched a 245TB PCIe Gen5 SSD, claiming it is the highest capacity commercially available. The drive uses Gen 9 276-layer QLC NAND and targets AI data centers. Dell Technologies indicated adoption.

Impact and signal

Low impactImpact score: 20/100

Affected components and suppliers

SSDPCIe Gen5 SSDQLC NAND3D NAND

Micron TechnologyDell TechnologiesKioxia Western Digital Samsung Electronics SK Hynix

product_launchhigh_capacityai_storage

Source and time

Source: Blocks & Files · 5/5/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

🤔 High-value products are squeezing mature-node capacity, leaving MLC #NAND in short supply and driving industrial and automotive customers to SLC ...TrendForce Official (Market Data) · 7/13/2026
Apple to raise prices due to memory chip shortage, CEO Cook tells WSJ. 📰 News Source: https://buff.ly/6RukuLrTrendForce Official (Market Data) · 6/21/2026
Semiconductor Intelligence forecasts 30% semi growth this yearElectronics Weekly · 2/26/2026
YMTC in Big 3 for NAND unitsElectronics Weekly · 8/13/2026
Enterprise SSD Revenue Doubles to Over $37B in 2Q 2026 as AI Demand Lifts Prices, ShipmentsEE Times Asia · 9/3/2026
Q1 NAND price up 85-90%Electronics Weekly · 3/4/2026

Micron's new SSD replaces disk for fast access storage

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings