{"id":108370,"date":"2026-11-13T12:47:50","date_gmt":"2026-11-13T08:47:50","guid":{"rendered":"https:\/\/techxmedia.com\/en\/?p=108370"},"modified":"2026-11-13T12:47:50","modified_gmt":"2026-11-13T08:47:50","slug":"ai-memory-market-shifts-as-demand-surges-says-biwin","status":"publish","type":"post","link":"https:\/\/techxmedia.com\/en\/ai-memory-market-shifts-as-demand-surges-says-biwin\/","title":{"rendered":"AI Memory Market Shifts as Demand Surges, Says BIWIN"},"content":{"rendered":"\n<p>Is the memory market still cyclical, or has it changed for good?<\/p>\n\n\n\n<p>Saju Sukumaran, Consumer BU Head for the Middle East and Africa at <a href=\"https:\/\/www.biwintechnology.com\/products\/?utm_source=google&amp;utm_medium=cpc&amp;utm_campaign=EN_B2B_Lead_Brand_Pmax_202611&amp;utm_content=Brand&amp;gad_source=1&amp;gad_campaignid=24449870808&amp;gbraid=0AAAABDx6wPyOI0bZopB2k6DMH16nQdnuK&amp;gclid=Cj0KCQiA5NXXBhDEARIsABAJhdJ5kLSbLLPXlzgMnKadbX3J0rb_JWLYVZeoT-fMIdA-fqyrIZT28HkaAjiREALw_wcB\">BIWIN Technology<\/a>, believes the answer is clear: this is no longer just a cycle; it\u2019s a structural shift.<\/p>\n\n\n\n<p><a href=\"https:\/\/techxmedia.com\/en\/\">TECHx Media<\/a> sat down with Saju for an exclusive discussion. He explained what\u2019s driving demand, how pricing is being affected, and where BIWIN fits in. He also shared the company\u2019s plans for the coming quarters.<\/p>\n\n\n\n<p>BIWIN traces its origins to the mid-1990s and was incorporated in its current form in 2010. The company initially focused on storage technology and R&amp;D.<\/p>\n\n\n\n<p>Over time, it expanded into key areas of storage and memory, including controller technology, firmware development, advanced packaging, testing facilities and testing equipment. BIWIN is listed on the Shanghai Stock Exchange\u2019s STAR Market.<\/p>\n\n\n\n<p>Today, <a href=\"https:\/\/techxmedia.com\/en\/?s=BIWIN\">BIWIN<\/a> is a major supplier of semiconductor memory and storage for AI devices. According to Frost &amp; Sullivan, which tracks revenue in the relevant categories, BIWIN is the world\u2019s largest provider of memory and storage solutions for AI devices.<\/p>\n\n\n\n<p><strong>A Strong Cycle Driven by AI<\/strong><\/p>\n\n\n\n<p>Saju describes the current phase as one of the strongest the industry has seen in many years, with investment in AI data centers as the main driver.<\/p>\n\n\n\n<p>The market began recovering from its last downturn in the second half of 2023. Demand driven by AI then picked up from the second half of 2025 onward.<\/p>\n\n\n\n<p>This surge in investment has lifted demand for high-bandwidth memory, server storage and server memory.<\/p>\n\n\n\n<p><strong>Three Factors Behind Rising Prices<\/strong><\/p>\n\n\n\n<p>Saju pointed to three factors affecting prices today.<\/p>\n\n\n\n<p>First, production has shifted. Major manufacturers have moved capacity away from many other segments and toward high-bandwidth memory. This has created shortages in other areas of the memory and storage market.<\/p>\n\n\n\n<p>Second, data center demand is enormous. Investment in data centers has put heavy pressure on memory supply, leaving many other segments facing shortages.<\/p>\n\n\n\n<p>Third, supply has undergone a structural shift, affecting prices for almost all consumer memory products.<\/p>\n\n\n\n<p><strong>Why This Is No Longer a Cyclical Industry<\/strong><\/p>\n\n\n\n<p>Demand used to be driven mainly by consumer electronics. This time, it is driven mostly by data centers and related applications.<\/p>\n\n\n\n<p>That\u2019s why Saju sees a bigger change. In his view, the memory market is no longer simply cyclical; it is undergoing a structural shift that has built up over time.<\/p>\n\n\n\n<p><strong>EPOP and AI Devices<\/strong><\/p>\n\n\n\n<p>BIWIN is the first and largest manufacturer of EPOP memory and storage solutions. EPOP is used in AI devices such as smart glasses and watches.<\/p>\n\n\n\n<p>With this technology, storage sits on top of the processor itself. BIWIN developed the technology in-house, helping it become a leading supplier of EPOP semiconductor storage for AI devices, including AI glasses.<\/p>\n\n\n\n<p><strong>Integrated R&amp;D Is the Biggest Differentiator<\/strong><\/p>\n\n\n\n<p>Saju says BIWIN\u2019s biggest differentiator is its integrated R&amp;D. The company combines expertise in storage media, controller technology, algorithms and firmware development, along with packaging and testing capabilities.<\/p>\n\n\n\n<p>Together, these capabilities allow BIWIN to design, develop, manufacture and deliver products at scale. Saju groups them into three areas:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>R&amp;D:<\/strong> Controller chip design, algorithms, firmware development and the various aspects of storage media manufacturing.<\/li>\n\n\n\n<li><strong>Packaging and testing:<\/strong> Including advanced packaging facilities.<\/li>\n\n\n\n<li><strong>Global customer base:<\/strong> BIWIN designs products for customers around the world and delivers them at scale.<\/li>\n<\/ul>\n\n\n\n<p>Saju says this combination is what helps BIWIN succeed in the market.<\/p>\n\n\n\n<p><strong>Investing in Co-Packaged Optics<\/strong><\/p>\n\n\n\n<p>BIWIN is also investing in advanced packaging and technologies. It specializes in co-packaged optics, which Saju describes as the industry\u2019s latest technological advance.<\/p>\n\n\n\n<p>Bandwidth is one of the most important factors in AI data centers. Because data is analyzed in real time, latency matters.<\/p>\n\n\n\n<p>Co-packaged optics converts electrical signals into light, helping maintain the bandwidth needed for real-time performance.<\/p>\n\n\n\n<p><strong>Three Product Segments<\/strong><\/p>\n\n\n\n<p>BIWIN divides its portfolio into three areas: end devices, edge computing, and data centers and inference.<\/p>\n\n\n\n<p><strong>End Devices<\/strong><\/p>\n\n\n\n<p>For PCs, mobile devices and wearables, BIWIN offers:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>DDR5<\/li>\n\n\n\n<li>Gen 5 SSDs<\/li>\n\n\n\n<li>EPOP<\/li>\n\n\n\n<li>LPDDR5X<\/li>\n\n\n\n<li>UFS solutions<\/li>\n<\/ul>\n\n\n\n<p><strong>Edge and Automotive<\/strong><\/p>\n\n\n\n<p>For edge devices and automotive applications, BIWIN offers eMMC, LPDDR5 and UFS solutions.<\/p>\n\n\n\n<p>Saju explains that bandwidth matters in these areas because edge computing and automotive applications involve real-time data processing. That requires high-bandwidth memory.<\/p>\n\n\n\n<p><strong>Data Centers and Inference<\/strong><\/p>\n\n\n\n<p>According to Saju, this is the third and most important segment. BIWIN offers:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Server memory<\/li>\n\n\n\n<li>CXL memory<\/li>\n\n\n\n<li>Gen 5 NVMe SSDs<\/li>\n\n\n\n<li>SATA SSDs<\/li>\n<\/ul>\n\n\n\n<p>Together, these products support high data-processing capacity and low latency, improving the overall computing experience.<\/p>\n\n\n\n<p><strong>How CXL Memory Helps Organizations<\/strong><\/p>\n\n\n\n<p>Saju spent time discussing CXL memory, which he describes as a new technology that can help organizations manage infrastructure investment.<\/p>\n\n\n\n<p>Many organizations experience low CPU usage but high memory usage. This can happen because servers have a limited number of memory slots.<\/p>\n\n\n\n<p>CXL memory uses PCI slots, allowing organizations to increase total memory without significantly affecting bandwidth. This can extend server performance and, in some cases, help companies postpone investing in new servers.<\/p>\n\n\n\n<p>Saju calls it a highly cost-effective solution.<\/p>\n\n\n\n<p>BIWIN is also working on its RDM range, which Saju expects to reach the market in the coming quarters.<\/p>\n\n\n\n<p><strong>Reaching Gaming and Consumer Customers<\/strong><\/p>\n\n\n\n<p>BIWIN reaches consumer and gaming customers in the Middle East and Africa through distributors:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>MBUZZ handles BIWIN-branded consumer electronics and gaming products.<\/li>\n\n\n\n<li>FDC distributes the licensed Acer and Predator brands.<\/li>\n\n\n\n<li>SMD Technologies and Micro Point cover South Africa.<\/li>\n<\/ul>\n\n\n\n<p>BIWIN works with four distributors in the region. Saju says this channel strategy helps the company reach the entire gaming and consumer market.<\/p>\n\n\n\n<p><strong>Competing on Performance<\/strong><\/p>\n\n\n\n<p>Saju says BIWIN is strong in gaming and competes with established global leaders on product performance.<\/p>\n\n\n\n<p>Gamers need consistent speed and low latency. BIWIN focuses on both.<\/p>\n\n\n\n<p>Two products stand out:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Low-latency memory modules:<\/strong> These are not widely available in the market. BIWIN can produce them because of its in-house wafer-sorting capabilities.<\/li>\n\n\n\n<li><strong>High-capacity Gen 5 SSDs:<\/strong> Saju says they offer some of the best read and write speeds available. He describes them as the fastest SSDs on the market at this point.<\/li>\n<\/ul>\n\n\n\n<p>For Saju, the low-latency modules have been a clear winner in the Middle East and Africa. The company competes by offering strong performance for the price.<\/p>\n\n\n\n<p><strong>What Comes Next<\/strong><\/p>\n\n\n\n<p>BIWIN plans to introduce several products in the coming quarters:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CXL memory solutions<\/li>\n\n\n\n<li>RDMs<\/li>\n\n\n\n<li>Low-latency gaming modules<\/li>\n<\/ul>\n\n\n\n<p>Saju describes these as industry-leading technologies that address different segments, from enterprise servers to gaming. For gamers, the focus is on lower latency, better performance and consistent speed.<\/p>\n\n\n\n<p>His advice is simple: look out for BIWIN\u2019s gaming products.<\/p>\n\n\n\n<p><strong>Final Thoughts<\/strong><\/p>\n\n\n\n<p>Saju\u2019s message is direct: AI investment has changed the demand picture, supply is under pressure, and prices are reflecting that. In his view, the memory market has moved beyond its old cycles.<\/p>\n\n\n\n<p>BIWIN\u2019s response is to build on its integrated R&amp;D, in-house capabilities and broad product range, spanning AI devices, edge computing, data centers and gaming. With new launches planned in the coming quarters, the company is positioning itself for this structural shift in the memory market.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Is the memory market still cyclical, or has it changed [&hellip;]<\/p>\n","protected":false},"author":67,"featured_media":108371,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[9625],"tags":[10528,10616],"contributor":[9732],"class_list":["post-108370","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-interview-of-the-week","tag-biwin","tag-storage-technology","contributor-news-desk"],"featured_image_src":"https:\/\/techxmedia.com\/en\/wp-content\/uploads\/2026\/11\/BIWIN-Technology-1.jpg","author_info":{"display_name":"Muhsin","author_link":"https:\/\/techxmedia.com\/en\/author\/muhsin\/"},"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.2 - aioseo.com -->\n\t<meta name=\"description\" content=\"Explore how AI is reshaping the memory market, driving demand, supply shortages and pricing shifts, as BIWIN expands its AI memory and 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