storage

According to Blue Whale Finance, the latest progress of DDR5 RDIMM and MRDIMM product lines has been obtained from the storage chip manufacturer Changxin.The DDR5 chips have completed iterations from 24Gb to 32Gb. The RDIMM modules achieve mainstream capacities ranging from 32GB to 128GB, with full coverage of speeds from 5600Mbps to 8000Mbps. The MRDIMM covers capacities of 128GB and 192GB, with a maximum speed of up to 12800Mbps.

According to Gate data, U.S. cloud service providers and the storage sector continue to strengthen, with CoreWeave's increase expanding to 20% and NEBIUS rising over 15%. At the same time, the Philadelphia Semiconductor Index's increase expanded to 5.10%, reporting 10,500.83 points, as the U.S. semiconductor sector surged.SanDisk surged over 14.7%, Lumentum rose over 12.6%, Micron Technology increased over 11.2%, Coherent rose over 11%, and Seagate Technology increased over 10.2%; SK Hynix rose over 9.6%, Marvell Technology increased over 9.1%, Arm Holdings rose over 9.0%, Intel increased over 6.9%, Lam Research, Broadcom, Applied Materials, and AMD rose over 5%, TSMC increased over 3.4%, and NVIDIA rose over 3.0%.

Multiple storage industry insiders have revealed that some leading companies have verbally informed channel partners of their intention to raise prices for enterprise-grade chips. The official price increase notice has not yet been formally issued, but prices on the channel side have already begun to move, with several agents confirming the aforementioned price increase signals. One agent from SK Hynix stated that prices are increasing daily and observed that the second-hand recovery prices are continuously rising, driving overall quotes upward; the price adjustment path involves provincial agents adjusting prices weekly, with the prices of agency products being passed down further.One agent from Samsung indicated that this round of price increases is not a universal rise across all categories, but is mainly concentrated on the DRAM contract side and enterprise-grade SSDs at both the manufacturer and channel levels, rather than a comprehensive increase in consumer-grade NAND. This agent noted that the major demand still comes from data centers, while feedback from the grassroots level indicates that demand is generally average. Since the price increases are initially focused on the DRAM contract side and enterprise-grade SSD segment, when prices are transmitted from manufacturers outward, they first reach manufacturing companies and module manufacturers, rather than end consumers.

The security research team Socket disclosed that malicious code was implanted in the Ethersphere's bee-js software package and Swarm Desktop application, targeting wallet keys.

Bitmine Chairman Thomas Lee stated that Ethereum founder Vitalik Buterin's announcement at Devcon 8 in Mumbai that "ETH is a store of value, ETH is currency" represents a seismic shift, clarifying how ETH will capture value in the upcoming tokenization and AI supercycle.Lee said, "ETH is not a 'cash flow' token model like HYPE or LIT, but rather a pure and trusted collateral that reflects how Ethereum has become the Layer 1 of choice for the vast majority of financial institutions when transferring assets to the blockchain. In other words, ETH as a store of value aligns most closely with ETH's future roadmap and the role ETH will play in the upcoming tokenization supercycle."

In response to Vitalik's suggestion that Ethereum should prioritize strengthening its positioning as a value storage, DeFi researcher Ignas published a statement claiming that ETH may be more suitable as a value storage asset than BTC and ZEC. The advantages he mentioned include native staking rewards, privacy features in the roadmap, and potential deflation achieved through transaction fee burning.Ignas also stated that using BTC or ZEC as collateral to obtain loans typically requires reliance on wrapped assets or trust in banks and centralized exchanges, while ETH can achieve native collateralization and asset exchange on the same chain. He also expressed hope that Vitalik would shift towards the value storage positioning, not because he believes that Ethereum L1 will never generate enough transaction fee revenue to drive ETH deflation; scaling will reduce transaction costs, but the key still lies in whether market demand can grow in sync and whether the Ethereum community can drive demand enhancement.

According to Ethereum co-founder Vitalik Buterin, he believes that instead of positioning ETH as a fee-burning token, more emphasis should be placed on its value storage function.Vitalik stated that the role of the fee-burning narrative is not as strong as it seems, and optimizing around this goal may struggle to balance decentralization and resistance to capture; positioning it as a value storage aligns with Ethereum's advantages such as decentralization. He believes that the stability brought by these advantages has practical value for asset holders and will also be valued in an era of transformation brought by AI.He supports retaining EIP-1559 and its burning mechanism but believes that even if fee burning remains below the breakeven level of 10% in the long term, there is no need to feel disappointed, as the value of ETH comes from other aspects.

According to the latest global storage market tracking report for the third quarter of 2026 released by market research firm Counterpoint Research, driven by strong demand for AI accelerators and data centers, as well as rising prices, DRAM revenue in the third quarter of 2026 increased nearly fivefold year-on-year.The agency stated that the current market is in a price-driven super cycle rather than a shipment-driven cycle. This quarter, DRAM bit shipments grew by only about 4%, but market revenue has approached $200 billion, approximately five times that of the same period last year.The report noted that AI has transformed storage from a commodity into a scarce high-value resource, with buyers now competing for supply assurance rather than repeatedly negotiating on price. With prices continuing to rise, suppliers are expected to set new profit records in the next quarter.

According to data from the Gate stock platform, the Philadelphia Semiconductor Index may record its largest single-day drop since March 2020, currently down 11.48%. Semiconductor and storage stocks are leading the market decline.Seagate (STX) fell 13.71%; Western Digital (WDC) fell 15.26%; SanDisk (SNDK) fell 17.04%; Micron (MU) fell 13.20%; NVIDIA (NVDA) fell 7.23%; Intel (INTC) fell 7.01%; Advanced Micro Devices (AMD) fell 13.53%.

According to Techcrunch, Dropbox announced plans to acquire cloud technology company Tigris Data for $350 million, which could become its largest acquisition to date. The transaction is expected to be completed in the fourth quarter of 2026 and aims to enhance its AI infrastructure capabilities and support the development of the storage platform DBX Agent Cloud for enterprises and developers.Initially, the platform will provide independent object storage services, compatible with Amazon S3 tools and applications, with plans to add file system functionality later to support AI agents in managing files and maintaining continuity across different tasks and sessions. Dropbox will also upgrade the AI capabilities of its core products, allowing users to process files through AI, select different models, and connect to third-party tools such as ChatGPT, Claude, and Muse.The company stated that there are currently no plans for layoffs due to the acquisition; it had already reduced its global workforce by about 9% last month. Tigris Data was founded by engineers who were involved in developing Uber's storage infrastructure and completed a $25 million Series A funding round last year.

According to Gate market data, the U.S. stock storage sector continues to face sell-offs, with the Philadelphia Semiconductor Index dropping by 5.82%.In terms of individual stocks, SanDisk's decline has expanded to 11.00%, Western Digital fell by 9.44%, Seagate Technology dropped by 9.99%, SK Hynix decreased by 7.93%, and Micron Technology fell by 7.03%. The major individual stocks in the storage sector have all declined by nearly or over 7%.

According to the official announcement, Gate has officially launched a new Proof of Security (PoSEC), becoming the first digital asset trading platform in the industry to propose a PoSEC security certification system, extending security verification from reserve adequacy to asset storage structure and risk protection.According to Gate's official page, as of the snapshot on November 4 at 08:00 (UTC+8), the platform's cold storage coverage rate reached 104.58%, with cold storage and hot wallet asset ratios being 88.26% and 11.74%, respectively. This means that according to the corresponding statistical criteria, even if all hot wallet assets are lost, cold storage can still cover all user assets. Currently, this data is being verified by an independent third-party auditing agency, and the report will be published on the official website once completed.In 2020, Gate was the first to launch an open-source Proof of Reserves (PoR) related program, and has since continued to strengthen a multi-layered security system that includes mechanisms such as the separation of cold and hot wallets, multi-signature, multi-party secure computation (MPC), and dynamic risk monitoring. The introduction of PoSEC further extends the verification of fund security from reserve adequacy to storage safety and extreme risk coverage capability, providing a new practical path for establishing a more comprehensive and transparent fund security standard for the industry.

According to Bloomberg, due to ongoing labor disputes with employee unions, Micron Technology has essentially suspended its plans to build a new storage chip factory in Taoyuan, Taiwan, with a project investment budget of $3 billion to $4.5 billion, originally scheduled to start production in 2028. Sources indicate that Micron is concerned that the agreement reached with the union may be overturned, and currently only a small amount of site safety maintenance work is being retained, after which construction will be frozen.The dispute arises from employees' demands to share the profit growth brought by the AI boom. The Taoyuan union is requesting that Micron distribute 15% of its operating profits to global employees and hopes to receive a full cash bonus rather than a portion in stock. Although Micron reached an agreement with the larger Taichung union in October, some employees are dissatisfied with the terms of the agreement, and the Taoyuan union is attempting to expand its organization to push for renegotiation.The project was originally planned to produce high-bandwidth memory (HBM) and DRAM using ASML's advanced equipment. Taiwan currently contributes about 60% of Micron's DRAM output and is also an important production base for HBM, employing approximately 15,000 people. Micron responded that the company's existing operations in Taiwan are normal and will ensure business continuity for customers, but did not directly comment on the suspension of the Taoyuan project. Taiwan's economic department stated that the government will assist Micron in resolving differences with the union and promote the implementation of the investment plan.

Meritz Securities, a South Korean securities company, pointed out that the orders received by storage chip manufacturers for 2027 to 2028 far exceed their production capacity. Even if the Democratic Party in the United States gains an advantage in the midterm elections, leading to delays or adjustments in some data center projects, it is unlikely to fundamentally change the supply shortage of storage chips.Meritz stated that the order delivery rate for storage chips this year (the ratio of available production capacity to order volume) has remained at a low level of 80% to 85%, driving a significant increase in storage chip prices. It is expected that the supply-demand gap will further widen in 2027, and the order delivery rate may drop to around 80%. During a recent visit to South Korea, OpenAI CEO Sam Altman requested SK hynix and Samsung Electronics to provide customized storage products such as HBM for 2027 to 2030, with demand exceeding the available production capacity of both companies.Community user Teng Yan added that Samsung stated during a conference call with Meritz on October 29 that 10 large customers have signed multi-year storage supply agreements, and an equal number of customers are in negotiations. The demand for storage customers has also expanded from cloud service giants and AI server manufacturers to more fields. Therefore, the slowdown in U.S. data center approvals will only affect some orders and is unlikely to change the overall tight supply-demand situation.

Investor Serenity (@aleabitoreddit) posted that the current market deleveraging has become quite severe, with investors indiscriminately selling stocks related to the AI industry chain. Some companies' stock prices have even fallen back to levels before significant orders and performance expectations were realized.Serenity cited the storage chip company ESMT as an example, noting that the company has a market capitalization of about $2 billion, achieving a gross profit of $526.2 million and a net profit of $330 million in the third quarter, with net assets of approximately $937 million, of which net cash is about $740 million. Based on current performance annualized, its price-to-earnings ratio is only about 1.6 times. Despite ongoing market concerns about the cycle peaking, unsustainable profits, and lack of competitive barriers, the trend of DDR2 and DDR3 production lines exiting is tightening supply, and ESMT expects to hedge against declining consumer demand in the fourth quarter by raising product average prices.Serenity also pointed out that manufacturers like Samsung and Micron are gradually exiting DDR2 and DDR3 production lines, and Nanya Technology has also stopped related production lines, while ESMT's revenue mainly comes from these two types of storage products. It believes that the market underestimates the price support brought by the contraction of traditional storage supply and ignores the situation where Micron, Samsung, SK Hynix, and SanDisk are locking in profitability through long-term supply agreements and price floors. Serenity criticized that the market is selling off AI and storage industry chain companies that actually generate substantial cash flow while shifting funds to companies like Walmart, which has a price-to-earnings ratio of about 47 times, and CrowdStrike, which has a forward price-to-earnings ratio of about 180 times. The current focus is not on the actual free cash flow generated by companies but rather on indiscriminate selling.

Coinbase published an article introducing its user asset protection mechanism and stated that it has not been affected by the previous security incident involving Binance's hot wallet. Currently, the platform's system and user funds remain unaffected.Coinbase stated that over 99% of user assets are stored in cold wallets, with hot wallets only retaining a small amount of funds to meet users' daily withdrawal and usage needs, dynamically adjusting the balance based on deposit and withdrawal demands. The assets in its institutional custody vaults are all stored in cold storage and are independently isolated on-chain.In terms of fund transfer security, Coinbase employs distributed key protection, withdrawal limits, abnormal activity monitoring, and emergency stop mechanisms. Cold wallet private keys are split and stored, and the signing process does not fully reconstruct them; the key signing service in the hot wallet production environment does not allow single-person independent access. If abnormal transactions or a surge in withdrawal amounts are detected, the system will trigger an investigation and limit, and if necessary, can pause part or all fund transfers by shutting down the signing key.Coinbase also stated that user assets are always held by the users, and the platform holds assets on a 1:1 basis, without lending or misappropriating them without user instructions. As of September 30, 2026, the asset scale on the Coinbase platform reached $377 billion, holding $8.6 billion in cash and cash equivalents, and $2.2 billion in investment cryptocurrencies. The company stated that as AI capabilities develop and change the security risk landscape, it will continue to increase investment in security technology.

The proposal number 108 of the TRON network has been officially approved and is now in effect. The smart contract storage operation optimization introduced in version GreatVoyage-v4.8.2.4 (Empedocles) is now synchronized and enabled. This update further optimizes contract storage-related operations, helping to improve processing consistency and stability in relevant execution scenarios.With the official implementation of proposal number 108, the TRON network has further enhanced contract execution stability and node operation reliability, providing developers and ecological applications with a more stable underlying operating environment.

According to Gate market data, U.S. stocks opened with the Dow Jones up 0.68%, the S&P 500 index up 0.48%, and the Nasdaq up 0.68%.Some storage concept stocks strengthened, with SK Hynix (SKHY.O) up 2.4%, Micron Technology (MU.O) up 0.3%, Oracle set to issue $10 billion in bonds, initially down 4.1%; Marvell Technology (MRVL.O) will acquire Lumentum (LITE.O), with stock prices down 3.4% and down 6.2%, respectively.