AMD and Apple Develop Flash-Based Alternatives to DRAM for AI Products

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Release Time: 06/16/2026 03:32:46

Summary

According to a Citrini Research report on June 16, AMD and Apple are developing flash-based alternatives to DRAM for AI products. AMD is acquiring MEXT to enhance flash performance to near-DRAM levels, reducing memory costs in AI data centers. Apple is implementing "LLM in a flash" for device optimization. Flash memory costs one-fiftieth of DRAM, with potential for edge AI enabled by NAND stacking and controller advancements. This AI and crypto news underscores on-chain trends in hardware innovation.

ME AI message, on June 16, Citrini Research, the issuer of the "AI Apocalypse Report," stated that AMD and Apple are currently advancing solutions to replace DRAM with flash memory in their AI products. AMD has acquired MEXT to optimize flash memory, bringing its performance close to that of DRAM and reducing memory costs in AI data centers; Apple, meanwhile, achieves similar optimization on-device through its "LLM in a flash" technology. According to Citrini’s latest research report, the high memory demand of KV caches in AI inference, combined with the "memory tax" pressure from HBM accounting for 25% of DRAM capacity, has driven interest in alternatives. Flash memory costs only 1/55th of DRAM, and through controller optimization, NAND stacking, and cell pattern adjustments, it can provide viable alternatives in capacity and bandwidth for edge AI. This report provides theoretical support for the recent sustained surge in storage stocks led by SanDisk. (Source: MLion)

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