Monthly Memory & Flash Market Watch
June 2022
Samsung Electronics introduces industry’s first 512GB CXL memory module targeting AI and big data services. Newly developed CXL memory packs 4x the memory capacity over the previous version, enabling a server to scale to tens of terabytes with only one-fifth of the system latency.
Western Digital has announced its collaboration with KIOXIA to manufacture a 162-Layer NAND flash, known as the sixth-generation BiCS NAND flash. It is lower than most competitors who offer 176-layer stacks on their NAND flash drives. WD and KIOXIA reported to be looking to create a BiCS+ NAND flash, which will offer 200-layers by 2024. WD and KIOXIA's multi-year plan will reach as far as 2032, and they hope to offer a 500-layer NAND flash by that time.
SK Hynix builds new wafer factory in Dalian, North East China's Liaoning Province, further expanding its business in China after acquiring Intel's assets in the region. The new manufacturing facility will promote the competitive power of its local capacity as well as secure supply in the Chinese market, according to the president of SK Hynix in China, in a media report published on May 16.
Micron on May 12 announced the industry's first 3D NAND memory device featuring 232 layers with a raw capacity of 1Tb (128GB). On May 25, Micron announced that it is planning to start volume production for its 1-beta nm process node in Taiwan next year, and Micron is planning to install extreme ultraviolet (EUV) lithography tools at its Taichung fab later this year. The CEO said it is in early preparation for its 1-gamma nm DRAM node volume production.
SUPPLY TREND
NAND Flash 512Gb TLC Contract Price and Sufficiency, 2021 - 2022
NAND Sufficiency: Shortage in 2Q22 is going to end and expect to recover in July.
Price Trend: SSD contract price is expected to remain at the same level.
DDR4 8Gb 1G*8 3200MHz ASP and Sufficiency, 2021 - 2022
DRAM Sufficiency: Global demand is weaker, so it is predicted to be a slight oversupply to 2022/E.
Price Trend: Contract prices are expected to remain flat.
SUPPLY SIGNAL
| Type | Supply | Price | |
|---|---|---|---|
|
DRAM Module  |
DDR3 | ● | ▂ |
| DDR4 | ● | ▂ | |
| DDR5 | ● | ▂ | |
|
Flash Storage  |
SLC | ● | ▂ |
| MLC | ● | ▂ | |
| 3D TLC (BiCS3) | ● | ▂ | |
| 3D TLC (BiCS4) | ● |
▂ |
|
| 3D TLC (BiCS5) | ● | ▂ |
● Smooth supply ● Tight supply ▂ Flat ▲ Upward trend ▼ Downward trend
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Insights
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How to Choose Industrial SSD for Medical Devices?
Medical devices are rapidly becoming more digital. From medical imaging systems, patient monitoring devices, endoscopy systems, and automated dispensing cabinets to healthcare edge gateways, an increasing number of healthcare applications must continuously record medical images, sensor data, operation logs, alarm events, and system status while supporting diagnostic and treatment workflows.
What Is an NVMe SSD?
Learn what an NVMe SSD is, how NVMe differs from SATA SSDs, and why NVMe storage is ideal for automation, industrial systems, and high-frequency data logging.
What Is ECC DRAM?
Learn what ECC DRAM is, how error correction works, and why it matters for data integrity, system stability, networking security, and mission-critical computing.
How to Choose NVR Storage: Key Factors for Efficient Surveillance Systems
NVR storage is not only about capacity planning. It also affects data integrity and long-term system reliability. For AI NVR and 24/7 recording environments, storage devices must handle heavy write workloads, RAID rebuilding, and continuous recording. As a result, choosing between HDD vs. SSD and selecting the right surveillance SSD have become critical for modern surveillance deployment.
What Is the SSD Temperature Range?
Temperature is the silent limiter of every SSD, and the SSD temperature range is both a performance spec as well as a reliability spec. Under sustained load, NVMe firmware tracks a composite temperature and will start to throttle lightly or heavily. So, write throughput drops hard and latency spikes. Heat also speeds charge leakage inside NAND, which accelerates retention loss. The effect worsens as cells age from program/erase wear. Thus, you burn endurance faster and raise data-retention trouble when the drive later remains unpowered.
Garbage Collection in Industrial SSDs: What You Need to Know
Garbage collection in SSDs is the controller's quiet cleanup job. It compacts still-valid pages into new space and erases blocks that are now mostly junk. That might sound weird until you remember NAND flash can't overwrite a programmed page. It must erase first, and erase happens at the block level, not per page. So, updates become "write elsewhere, then clean later."
