Samsung and Longsys unveil AI memory at FMS 2026
Analysis based on 24 articles · First reported Jul 27, 2026 · Last updated Aug 06, 2026
The announcements at FMS 2026 highlight the accelerating demand for AI-optimized memory and storage, likely boosting investor sentiment for semiconductor companies like Samsung and Lexar. The introduction of advanced technologies such as BV-NAND and AIDIMM could strengthen competitive positions and drive future revenue growth in the AI hardware market.
At the Future of Memory and Storage (FMS) 2026 conference in Santa Clara, California, held August 4-6, 2026, Samsung Electronics introduced its next-generation AI memory technology, the V10 Bonding V-NAND (BV-NAND) prototype, featuring over 400 layers and a new wafer-bonding architecture that increases storage density by about 58% over its previous V9 NAND. Samsung also showcased concept models of zHBM and zNAND-O architectures, which stack memory vertically to improve bandwidth and energy efficiency. Meanwhile, Lexar presented its 'Edge AI Storage Fusion' showcase, highlighting integrated solutions for AI Agent Hosts, AI PCs, and AI Mobile devices. Lexar partnered with AMD to integrate AIDIMM high-bandwidth memory, iSA intelligent storage agent, and AISSD, demonstrating a system running large language models with reduced memory usage. Lexar also unveiled its 5nm SPU-powered PCIe Gen5 SSD and HLCache UFS technology, which improves DRAM efficiency in mobile devices. These announcements underscore the industry's focus on meeting surging AI-driven demand for high-capacity, power-efficient memory and storage solutions.
Set up alerts, explore entity relationships, search across thousands of events, and build custom intelligence feeds.
Open Dashboard