Micron has announced its next-generation G11 3D NAND technology, set to enter mass production in the second half of 2027. This new technology will feature over 400 layers and utilize wafer-on-wafer bonding to double bit density, increase I/O performance by 50%, and reduce power consumption. These advancements are expected to benefit both client and data center SSDs, as well as emerging AI-oriented storage devices requiring high bandwidth and efficiency. AI
IMPACT This advancement in storage density and performance could accelerate the development and adoption of AI-specific hardware requiring high-bandwidth, efficient data handling.
RANK_REASON Announcement of a new generation of memory technology with significant performance and density improvements. [lever_c_demoted from significant: ic=1 ai=0.7]
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