Shenzhen Indilinx Technology Co., Limited

In September 2025, the global storage market ushered in a textbook-level“Supply and demand reversal”. Micron Technologies announced on September 12 that it was the first company to suspend pricing for its full range of DDR4 and DDR5 products, triggering a chain reaction in the industry. Samsung followed suit on September 15, sK Hynix on September 18 to clarify the fourth quarter DRAM contract price increases, including DDR5 up 30% , DDR4 up 15% , NAND flash up 5%-10% , high-temperature memory chips for automotive electronics due to regulatory barriers to certification, the increase is soaring to 70% . The core engine of this round of price rises is the explosion of AI computing power. OpenAI's Stargate Project has revealed that it buys 900,000 DRAM wafers a month, or 38% of the world's monthly production, to support large-scale multi-modal training, and that a single AI server typically carries between one and four terabytes of DRAM, it's 5-20 times more expensive than a typical cloud server, and NVIDIA's H200 GPU carries HBM3e video memory, which accounts for 40% of the GPU's cost per card. Combined with accelerated construction of Q3 data centers by cloud vendors such as Alibaba Cloud and Amazon AWS, the Global DRAM inventory turnover plunged from 60 days to 32 days, with the industry starting the replenishment cycle three months ahead of schedule. The chain reaction of the end market has been fully revealed: module factories such as Weigang and Shiquan have suspended quotes from September 20 to October 15, and the spot price of enterprise-grade PCIe 4.0 SSD has risen by 8% in a single week, channel inventories fell to a record low of 1.2 months (the industry safety line is 2 months) . Domestic manufacturers benefit synchronously, Jiang Bolong's enterprise-level PCIe SSD has been imported into Tencent Cloud in batches, and its self-developed main control chip cumulative deployment exceeds 80 million pieces; The gross margin on its niche DRAM product climbed from 8 per cent in Q2 to 15 per cent in Q3, with the company stating in its earnings 2026 that“The premium will continue until Q1”.

Indilinx introduces its second-generation DDR5 Module II series, delivering comprehensive upgrades in speed, capacity, and energy efficiency for both desktop and laptop users. Designed for high-performance computing, professional content creation, and gaming, this series propels DDR5 technology into a new stage of mature application. Desktop memory offers multiple high-frequency options ranging from 4800MHz to 6000MHz, while laptop memory spans 4800MHz–5600MHz. With optimized low timings, latency is effectively reduced, significantly enhancing system responsiveness and data processing efficiency. The series supports intelligent multi-level voltage adjustment from 1.1V to 1.35V, balancing high performance and power efficiency—particularly beneficial for extending laptop battery life. The product line offers up to 32GB per module, ensures broad compatibility with mainstream platforms, and undergoes rigorous four-tier stability testing for enduring reliability. Backed by a lifetime warranty, Indilinx demonstrates strong confidence in product quality.

INDILINX introduces its high-performance M.2 PCIe 4.0 SSD, leveraging a PCIe 4.0 Gen4x4 interface to deliver exceptional sequential read speeds up to 7200MB/s. It significantly accelerates system boot, application loading, and file transfers, ensuring smooth performance for 4K/8K video editing, 3D rendering, and immersive gaming. Available in capacities from 256GB to 2TB, the drive meets diverse storage needs in a standard M.2 2280 form factor with broad compatibility across desktops and laptops. Certified by CE, FCC, and ROHS, it operates reliably from -5°C to 75°C and is backed by a 5-year warranty, delivering a blend of speed, durability, and peace of mind.

According to the latest report from TrendForce, the global NAND Flash market is experiencing a critical turnaround in supply and demand dynamics. Driven by continued production cuts from suppliers, proactive stockpiling by consumer electronics brands, and inventory replenishment demand, NAND Flash prices are expected to halt declines and begin rising in Q2 2025, ending a year-long downtrend. Client SSD and NAND Flash wafer contract prices are leading the uptick with quarterly increases of 3-8% and 10-15%, respectively, while enterprise SSD prices are bottoming out. The recovery momentum is further strengthened by factors including Windows-related replacement demand, the adoption of device-side AI, and a rebound in data center requirements.

The Storage Networking Industry Association (SNIA) has launched the Storage.AI initiative, an open standards project in collaboration with leading tech companies including AMD, Intel, and Samsung. The initiative aims to optimize end-to-end data flow for AI workloads by defining universal interfaces such as the memory-semantic SDXI, enabling seamless coordination across GPUs, SSDs, and network infrastructure. By breaking down "data silos," Storage.AI seeks to reduce GPU idle time by 30-50%, significantly improve computational efficiency in AI training and inference, lower integration complexity, and establish a vendor-neutral ecosystem for scalable and cost-effective AI infrastructure.

Micron Technology announced a global strategic adjustment, deciding to discontinue future development of mobile NAND products, including the immediate termination of its fifth-generation UFS (UFS 5) program. This decision is driven by sustained weak demand, limited growth, and profit pressures in the mobile NAND market. However, Micron will continue supporting other NAND products, including SSDs for data centers, personal computers, client devices, as well as automotive and industrial-grade solutions. The company also reaffirmed its commitment to the mobile DRAM market, pledging to supply high-performance DRAM products. By exiting mobile NAND development, Micron can focus resources on higher-value segments such as enterprise SSDs and automotive storage, optimizing its product portfolio, improving profitability, and capturing growth opportunities in data center, AI, and smart vehicle markets. The move aims to strengthen its technology leadership and enhance overall competitiveness.

The Storage Networking Industry Association (SNIA) has launched the Storage.AI initiative, an open standards project in collaboration with leading tech companies including AMD, Intel, and Samsung. The initiative aims to optimize end-to-end data flow for AI workloads by defining universal interfaces such as the memory-semantic SDXI, enabling seamless coordination across GPUs, SSDs, and network infrastructure. By breaking down "data silos," Storage.AI seeks to reduce GPU idle time by 30-50%, significantly improve computational efficiency in AI training and inference, lower integration complexity, and establish a vendor-neutral ecosystem for scalable and cost-effective AI infrastructure.