ADATA INDUSTRIAL威刚工控 - 全球工业级存储领导品牌

Samsung’s process technology improvement brings significant benefits for performance and power consumption

• The company aims to release chips made by SF1.4 technology in 2027,which is 1.4nm-class and will gain nanosheets from three to four.

• Mechanism of increasing nanosheets per transistor:

1.enhancement of driving current→improving chip performance

2.better control of the current flow→reducing leakage current and power consumption

Negotiations between Kioxia and Western Digital terminated due to Hynix’s opposition

• WDC exited the talks with Kioxia after losing approval from Hynix, as the latter is indirect shareholder in Kioxia.

• The combined market share of these two firms for NAND memories stood at 35.4% as of Mar.,23, larger Samsung which accounted for 34.3%.

• The two companies are expected to continue partnering on chip development and plants investment despite existing status.

SK Hynix endeavors consolidating its position in future AI infrastructure

• The company recorded a 24% revenue growth and 38% operating losses narrowed compared with 2FQ23 thanks to strong demand for high-performance mobile flagship products and HBM3, a key product for AI applications, and high-capacity DDR5.

• Hynix plans to increase investments in HBM, DDR5 and LPDDR5. It will also increase the share of the products manufactured from the 1anm and 1bnm, the 4th and the 5th generations of the 10nm process.

Micron initiates construction on memory manufacturing fab

• The factory is located in Boise, home to Micron’s corporate HQs and the only DRAM R&D fabrication facility in North America.

• Co-locating the memory manufacturing fab is expected to provide multiple strategic benefits for Micron and the US semiconductor industry at large as Micron continues to drive industry leadership.

SUPPLY TREND

WW SSD Shipment

getting better in 2H23 and is expected to reach new heights in 4Q24.

WW DRAM Output

DRAM production for mobile and server accounts for 1st and 2nd largest portion among all demand, and is likely to grow starting from 1Q24.

NAND Flash 512Gb TLC Contract Price and Sufficiency, 2023 - 2024

NAND Sufficiency: Maintained at extreme low level from 2H23 to 2024.

Price Trend: NAND Flash price might increase slightly in 4Q23, and will climb more intensively in 2024.

DDR4 8Gb 1G*8 3200MHz ASP and Sufficiency , 2023-2024

DRAM Sufficiency: Maintained at extreme low level starting from 4Q23.
Price Trend: 8Gb contract price still remaining lower than spot price throughout 4Q23-2024, yet both will experience gradually increase in the same time period.

SUPPLY SIGNAL

	Type	Supply	Price
DRAM Module	DDR3	●	▂
	DDR4	●	▂
	DDR5	●	▂
Flash Storage	SLC	●	▂
	MLC	●	▂
	3D TLC (BiCS3) *Limited Supply. We encourage you to migrate to BiCS4 and BiCS5	●	▂
	3D TLC (BiCS4)	●	▂
	3D TLC (BiCS5)	●	▂

● Smooth supply ● Tight supply ▂ Flat ▲ Upward trend ▼ Downward trend

WORK WITH ADATA

Looking towards the third quarter, we expect a gradual recovery in memory prices, particularly in the DDR module category. Nevertheless, it is crucial to acknowledge that market fluctuations could lead to reduced clarity regarding pricing and supply.

To effectively manage this situation, we are being cautious in accepting contract frame orders. We strongly advise you to engage in a discussion with your account manager regarding your Q4 demand. This will allow us to plan accordingly, ensuring the best possible pricing and allocation for your needs.

Monthly Memory & Flash Market Watch

November 2023