https://k4i.com/tags/flash-memory/ Recent content in Flash Memory on k4i.com Hugo en-us Sat, 04 Jul 2026 00:00:00 +0000 https://k4i.com/kioxia-and-sandisks-332-layer-milestone-a-real-technology-lead-priced-into-a-cyclical-business-with-no-dram-cushion/ Sat, 04 Jul 2026 00:00:00 +0000 https://k4i.com/kioxia-and-sandisks-332-layer-milestone-a-real-technology-lead-priced-into-a-cyclical-business-with-no-dram-cushion/ <p>The joint venture just did the thing it does best: ship a genuine engineering advance and wrap it in a press release that says more than the underlying event quite supports. Kioxia and SanDisk announced the &ldquo;start of production&rdquo; of their 10th-generation 3D flash — BiCS10 — at the K2 fab in Kitakami. The technology is real and competitive. The framing is doing some work. And the business underneath it is the most cyclical, least-cushioned corner of the memory complex, which matters a great deal for how much of this belongs in a SanDisk valuation that has already run over 750% this year.</p>