Monthly Memory & Flash Market Watch

Samsung ranked #1 in rebounding DRAM revenue among primary DRAM suppliers in 2Q23

• A 8.6% Q/Q revenue increased thanks to demand on inventory buildup by module houses and AI server setups.

• The company’s operating margin improved from -24% to -9%.

WDC enhances data center flexibility and scalability by releasing NVMe flash over fabric (NVMe-oF) solutions

• the new storage solutions enable an ecosystem, providing more possibility to unlock the potential of AI, object storage data centers for cloud, edge, and enterprises.

• WDC is now the only company with vertical integration capabilities on the Ethernet wire, hence is able to deliver solutions for data transferring between server initiator and storage target.

SK Hynix developed next-gen DRAM for AI applications, CS stage underway

• the firm plans to mass produce HBM3E from 1H24, which can process data up to 1.15TB/s, same as processing more than 230 Full-HD movies of 5GB-size each in 1s.

• Hynix plans to bolster its sales of HBM3, DDR5 , LPDDR5, and 176-layer 3D NAND-based SSDs in a bid to increase revenue, as these products lead to a 44% sequential increase in revenue for the 2nd quarter.

• with MR-MUF technology, HBM3E comes with a 10% improvement in heat dissipation.

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

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, 2022 - 2023

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 , 2022-2023

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

September 2023

SUPPLY TREND

WW SSD Shipment

WW DRAM Output

NAND Flash 512Gb TLC Contract Price and Sufficiency, 2022 - 2023

DDR4 8Gb 1G*8 3200MHz ASP and Sufficiency , 2022-2023

SUPPLY SIGNAL

WORK WITH ADATA

Insights

耐用型 SSD ：TBW與使用壽命，滿足應用負載

如何運用 SSD SMART 掌握儲存硬碟健康？常見參數說明

車用 SSD 是什麼？AEC-Q100 等級、子系統規格

Was ist eine NVMe-SSD?

Was ist ECC-DRAM?

So wählen Sie den richtigen NVR-Speicher aus: Schlüsselfaktoren für effiziente Überwachungssysteme