Monthly Memory & Flash Market Watch

December 2023
Monthly Memory & Flash Market Watch

Samsung developing memory chip density to extreme levels

• 11-nanometer DRAM and 9th Gen. V-NAND are both under development to meet the need of hyperscale AI devices, which requires high-performance, high-capacity, and low-power memory.

• The company is also mass producing HBM products to increase proportion of power AI,data center, and machine learning platforms revenue.

WD’s board of directors approved a plan to separate its HDD and flash businesses

• The separation will better position each franchise to execute innovative technology and product development, and capitalize on unique growth opportunities

Kioxia reported a record net loss of $1.3 billion in FY2Q23, reflecting the broader challenges in semiconductor demand

• Toshiba will be delisted from the Tokyo Stock Exchange on Dec.,20,2023, following Japan Industrial Partners’s $1.4M takeover.

SK hynix's market share of the DRAM market has reached 35% as of 3Q23

• Growth fueled by demand for AI chips, lifting demand for HBM products as well.

• The firm already accounted for 50% market share of HBM in Apr.’23, although this product line only represents 10% of DRAM revenue.

Micron announced its 32Gb monolithic die-based 128GB DDR5 RDIMM memory

• The product features performance of up to 8,000MT/s to support data center workloads today and into the future.

• Targeted mission-critical applications: AI, in-memory databases (IMDBs), processing for multithreaded, multicore count general compute workloads in data center and cloud environments.


2023-2024 Worldwide SSD Shipment

Demand is likely to reach new heights in 4Q23.

2023-2024 Worldwide DRAM Output

DRAM production for all applications is expected to have stable growth starting from 4Q23.

2023-2024 NAND Price Trend & Sufficiency Ratio

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

Price Trend: NAND Flash price is likely to climb continuously from 1Q24-3Q24, after a sharp rise in 4Q23

2023-2024 DDR4 Price Trend & Sufficiency Ratio

DRAM Sufficiency: maintained at extreme low level starting from 4Q23
Price Trend: 8Gb contract price to overlap the spot low in Dec.’24., and will climb gently in 1H24


  Type Supply Price

DRAM Module


Flash Storage


3D TLC (BiCS3)

*Limited Supply.

We encourage you to migrate to BiCS4 and BiCS5

3D TLC (BiCS4)
3D TLC (BiCS5)

Smooth Supply  Mildly Tight Supply  Tight supply  Flat  Upward trend   ▼ Downward trend


While the market study may not indicate a significant price increase in Q4, we have observed a continuous uptrend in spot market prices. This uptrend is driven by supply-side factors, as chip manufacturers have significantly reduced production.
At ADATA, we are committed to supporting our long-term loyal customers in managing this price increase. We encourage you to get in touch with your account sales representative to discuss potential offers for booking your orders for 2024.