There is no facility that distributes these productivity gains to employees. Unions for white collar workers dont exist. Collective bargaining worked for Samsung and SK hynix bonuses. The same cannot be said for accountants at EY and Delloitte.
The only employees who benefit from AI were tech workers who received equity comp RSUs from AI companies. BUT now these very companies have began to replace them with smaller teams paired with AI. Meta, Google, Amazon get leaner in headcount with the very tech their employees help improve.... Digging their own grave.
Kioxia started sampling its 332-layer NAND. Lab preview to customer samples.
1Tb TLC, 59% more bit density than the previous 8th-gen flagship.
4.8 Gb/s, 33% faster.
Read power down 30%, mass production in 2027.