storage

Changxin Storage filed a lawsuit against the U.S. Department of Defense on August 28, Eastern Time. Changxin Storage stated that the company filed a lawsuit in the U.S. District Court for the District of Columbia, accusing the U.S. Department of Defense of mistakenly listing it as a "Chinese military enterprise," with the company first being named in January 2025. Changxin Storage is not a military enterprise; it only researches and produces DRAM (Dynamic Random Access Memory) products for commercial and civilian use, and they are not used for military purposes.

The core development team of Solana, Anza, announced that the Solana testnet has enabled the first phase of the SIMD-0437 proposal, and the account rent reduction mechanism has begun testing. This proposal includes a total of 5 functional gates, with only the first functional gate currently activated, and all adjustments have not yet been completed and deployed to the mainnet.Once all 5 phases are completed, the storage cost parameter lamports_per_byte for Solana will be reduced from 6960 to 696, resulting in an overall reduction of 90%. For example, in the case of token accounts, the deposit required to maintain an account in a rent-exempt state is expected to decrease from approximately $0.16 to $0.016, thereby lowering the costs of account creation and application deployment.

SK Hynix CEO Kwak Noh-Jung stated that the company is exploring ways to deepen cooperation with Japanese memory chip customers and suppliers, and is cautiously assessing how to jointly develop the NAND flash memory market. Regarding the company's significant indirect stake in Kioxia, he mentioned that there are currently "no definite plans."After Toshiba's recent divestment, SK Hynix's investment vehicle BCPE Pangea Cayman2 has become Kioxia's largest shareholder, holding a 14.19% stake. SK Hynix holds bonds that can be converted into nearly all voting rights of this investment vehicle; according to a previous agreement, its voting rights cannot exceed 15% before 2028 without Kioxia's consent.In addition, SK Hynix is investing over $4 billion to build its first U.S. HBM packaging facility in Indiana. The cleanroom of the factory is expected to be operational by October 2028, with mass production of the next generation HBM planned for the second half of 2029, and it is expected to employ about 1,000 people once fully operational. The company is also still evaluating the possibility of listing its U.S. NAND subsidiary Solidigm, but no decision has been made yet.

Charu Chanana, Chief Investment Strategist at Saxo Markets, stated that Nvidia's performance strongly validates the investment logic in artificial intelligence infrastructure. She pointed out that as capacity continues to expand, storage, networking, optical communication, power infrastructure, and some cloud service providers will benefit, but the market increasingly needs to see that AI investments can yield returns.Storage remains one of the clearest beneficiary areas, and Nvidia's profit margin guidance confirms that supply remains tight. After Nvidia's earnings announcement, Asian storage chip stocks generally rose. However, Chanana added that the next phase of the storage chip market will increasingly depend on AI demand and whether the storage capacity of each accelerator can absorb the continuously increasing supply capacity, rather than solely relying on supply shortages to drive price increases.

According to SemiWiki, WSTS data shows that the global semiconductor market sales reached $368 billion in the second quarter of 2026, a quarter-on-quarter increase of 35% and a year-on-year increase of 104%, setting a new historical high. The growth is mainly driven by AI demand, with significant quarter-on-quarter increases from memory manufacturers, SK Hynix and Sandisk at 51%, Kioxia at 76%; Nvidia's AI processor business grew 18% quarter-on-quarter, and Broadcom is expected to grow 33% quarter-on-quarter.Kioxia and Sandisk rose to eighth and ninth place globally, respectively, with both companies' revenues growing more than four times year-on-year. Excluding major AI suppliers, the other top 20 semiconductor manufacturers only saw a quarter-on-quarter increase of 9%, with guidance indicating a total quarter-on-quarter growth of about 6% for the third quarter of 2026. The growth expectations for memory manufacturers in the third quarter have clearly slowed down.Based on the latest forecasts, the semiconductor market growth rate for the entire year of 2026 is expected to reach or exceed 90%, with Semiconductor Intelligence predicting a growth of 101% and RCD Advisors predicting 112%; in the storage sector, WSTS expects a growth of 249%, while Gartner predicts 280%. Most institutions expect the growth rate to fall back to the mid-20% range in 2027.

According to Nikkei Asia, storage chip manufacturer Kioxia Holdings plans to build new production facilities at its factory in northern Japan, with project investments expected to exceed 1 trillion yen (approximately 6.27 billion USD).Kioxia currently ranks third in the global NAND flash memory market, behind Samsung Electronics and SK Hynix. The company's move aims to follow its South Korean competitors in increasing production capacity to meet market demand.

According to Gate market data, after-hours trading on Wednesday for U.S. stocks saw Nvidia's new quarterly results continue to exceed market expectations, with a forecast of approximately 70% sales growth for the next fiscal year, driving AI concept stocks higher in after-hours trading.The storage sector collectively strengthened, with SK Hynix rising 4.48%, SanDisk up 3.71%, Micron Technology up 3.67%, Seagate Technology up 3.15%, and Western Digital up 3.11%. The Neocloud sector saw widespread gains, with Nebius up 6.27%, CoreWeave up 4.76%, Applied Digital up 3.26%, and both IREN and Core Scientific up 3.16%.Optical communication stocks rose across the board, with Applied Optoelectronics up 4.25%, Marvell Technology up 4.08%, Credo up 3.78%, Coherent up 3.35%, and Astera Labs up 3.34%. Semiconductor stocks also strengthened, with Arm up 4.18%, Marvell Technology and Nvidia both up 4.08%, Lam Research up 2.65%, and KLA up 2.42%.

According to Gate market data, U.S. stocks opened higher, with the three major indices rising: the Dow Jones up 0.36%, the S&P 500 up 0.35%, and the Nasdaq up 0.65%.The storage concept rebounded, with SanDisk (SNDK.O) rising about 3% and SK Hynix (SKHY.O) also rising about 3%. Alibaba (BABA.N) fell 0.6%, while Jack Ma and Joe Tsai continuously increased their holdings.

According to Gate market data, the Nasdaq 100 index futures continue to rise, currently up about 1%, while the S&P 500 index futures and Dow futures are up about 0.5%. The storage concept rebounded before the market, with SK Hynix, Western Digital, and Micron Technology all rising over 3%, and SanDisk rising over 4%.

Xiaomi officially released the Xuanjie O3 chip. The new generation Xuanjie O3 is the world's first flagship mobile processor (SoC) that supports LPDDR6 memory chips. According to reporters from the Financial Associated Press, domestic storage leader Changxin Storage (CXMT) is a core partner for Xiaomi's Xuanjie O3 LPDDR6 memory.In March this year, there were reports that Changxin LPDDR6 had sent samples to key customers, and in early August, multiple media outlets reported that it was nearing the end of verification. With the launch of the Xuanjie O3, this marks the first application of domestic LPDDR6 chip products in flagship processors, which also means that domestic low-power memory has officially entered the global top tier.

According to TrendForce, at Hot Chips 2026, Micron emphasized that the progress of AI computing power is faster than storage improvements, and the challenge of the "storage wall" is becoming increasingly prominent. Micron Fellow Raghu Sriramaneni pointed out that the computing power of AI accelerators increases approximately threefold every two years, while the bandwidth of HBM increases by less than double during the same period, and the gap may further widen. The deepening reliance on HBM also brings reliability issues; Micron cited Meta Llama 3 data indicating that HBM failures account for about 17% of unexpected training interruptions. New designs that blur the boundaries between computing and storage may help break through the bottleneck.The expansion of HBM also brings area and supply pressures: the latest generation of packaging integrates two GPUs with eight 12-layer HBM4 stacks, with storage accounting for about 90% of the semiconductor area, more than eight times the area occupied by GPUs; achieving equivalent capacity with HBM requires about three times the wafers of standard DDR5 DRAM. Thermal management has also become a key constraint, with solutions such as liquid cooling and ultra-thin chips being explored.Micron is advancing innovations in interconnect, packaging, and cooling, including SerDes and die-to-die PHY optimized for storage, larger size SiP and advanced packaging with glass substrates, as well as liquid cooling and hybrid bonding, and is developing fusion bonding to reduce thermal resistance and enhance data throughput.

According to Gate data, Changxin Storage (CXMT) is currently priced at $8.256, with a 24-hour increase of 0.78%. According to CoinGlass data, Gate Changxin Storage (CXMT) has a position volume of $6.6283 million, ranking first among centralized exchanges.

Sei announced the launch of the Eidos upgrade, which involves a comprehensive reconstruction of the on-chain storage layer. Eidos is one of the three parts of the Sei Giga upgrade trilogy, following the consensus layer Autobahn and the execution layer Ares, which have been progressively advanced. Eidos is responsible for addressing the most critical storage bottleneck in blockchain scalability.Core changes include: replacing the traditional Merkle tree with FlatKV and LtHash, allowing state updates to shift from chain-based hash recalculation to constant time operations; migrating EVM state to an independent database, with historical data moved to off-chain archives, and nodes retaining only the content necessary for real-time operations.Sei's long-term goal for the Giga upgrade is 200,000 TPS, and Eidos is a key underlying support for achieving this goal. This upgrade represents an update to the technical roadmap, and the specific implementation effects will need to be validated in the future. Node operators can configure migration according to Sei's official documentation.

According to the official announcement, Bitget's stock perpetual contracts have been launched for CXMT (Changxin Storage). The contract is settled in USDT, supports up to 20 times leverage, and allows trading 24/7. So far, Bitget supports a total of 273 stock perpetual contract underlying assets.

Founder of Strategy, Michael Saylor, stated that Bitcoin integrates computers, digital networks, and cryptography to create the first currency network in human history designed in a digital manner. It completely dematerializes monetary assets, with supply controlled by public protocols rather than decisions, transforming economic value into information that can be securely transmitted across global communication networks.Compared to gold, Bitcoin is harder to inflate, easier to integrate with software, faster in transmission, and every participant has the incentive to maintain network security. The proof-of-work mechanism anchors it in the physical world, making the cost of tampering with history high by consuming real energy for ledger security, attracting miners, energy providers, and investors to collaboratively build a defense system. Bitcoin is digital gold, but understanding it as digital currency is more fitting.The Bitcoin network is not static software; it is an adaptive system composed of miners, nodes, developers, capital, and users. Bitcoin deliberately maintains functional simplicity, focusing solely on maintaining a secure and reliable ledger of scarce digital assets, leaving complexity to higher-level applications.This layered design of underlying integrity and upper-level functionality allows it to serve as a foundation for transmitting monetary energy across time and space while supporting continuous innovation in payments, credit, and financial services.The more profound impact is that Bitcoin creates a new form of digital sovereignty: private keys empower individuals to control economic energy without permission, with ownership verified by mathematics rather than institutions. Companies, banks, trusts, and applications can build a complete economic system around it, and social networks can introduce real costs and responsibilities into the digital space.Gold monetized physical scarcity, while Bitcoin monetizes digital scarcity. It is not merely a payment tool but an engineering solution to humanity's problems of energy preservation and guidance—currency is energy, and Bitcoin is the currency energy of the digital age.

According to Gate market data, U.S. stocks closed on Thursday with the Dow Jones up 0.13%, the S&P 500 index up 0.65%, and the Nasdaq up 0.8%. Micron Technology rose 4%, SanDisk rose 13.6%, and SK Hynix rose 7%.The Nasdaq China Golden Dragon Index fell 1.85%, Alibaba fell 2%, and JD.com fell 7%.