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Lam Research CEO Tim Archer suggested that rising demand for SLC flash memory from AI data centers may affect the flash memory supply and demand landscape. According to a report by Electronic Technology Application on October 28, 2026, Tim Archer stated that every 1% increase in SLC production consumes an additional 2% of flash memory capacity, thereby squeezing NAND capacity, and SSD prices may continue to rise. The report also mentioned that SLC has far higher write performance and P/E endurance than TLC and QLC, making it suitable for large-model KV caching; Samsung, Kioxia, and SK Hynix already have ultra-high-performance SSDs based on SLC, and SLC can also be used for HBF hard drives. Currently, there are no subsequent factual developments regarding this view.
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Lam Research CEO: AI Demand Drives SLC Flash, SSD Prices May Keep RisingDevelopments
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Oct 28
Electronic Technology Application
Lam Research CEO: AI Demand Drives SLC Flash, SSD Prices May Keep Rising
Lam Research CEO Tim Archer stated that rising demand for SLC flash in AI data centers will squeeze NAND capacity: every 1% increase in SLC production consumes an additional 2% of flash capacity, so SSD prices will have to keep rising. SLC's write performance and P/E endurance are far higher than those of TLC and QLC, making it suitable for large-model KV caching; Samsung, Kioxia, and SK Hynix already offer SLC-based ultra-high-performance SSDs, and SLC can also be used in HBF drives.