Micron announced CXL-based sample availability
• 128-256GB CZ120 composes servers with: 1. more memory capacity-build servers with up to 2TB of incremental memory capacity 2. low latency 3. 96%↑ database queries per day 4. 36GB/s memory R/W bandwidth/CPU, 24%↑ better than what a single R-DIMM can do in servers
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.
3D TLC (BiCS3)
We encourage you to migrate to BiCS4 and BiCS5
|3D TLC (BiCS4)||●||▂|
|3D TLC (BiCS5)||●||▂|
● Smooth supply ● Tight supply ▂ Flat ▲ Upward trend ▼ Downward trend
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