Monthly Memory & Flash Market Watch

Samsung unveiled an array of next-generation memory and storage technologies during Flash Memory Summit 2022. The company spotlighted four areas of technological advancement driving the big data market — data movement, data storage, data processing and data management.

Japan's government said it will provide as much as 92.9 billion yen ($680 million) to KIOXIA Holdings and Western Digital Corp (WDC.O) to help them boost production and ensure a stable supply of memory chips in Japan. Western Digital has announced its collaboration with KIOXIA to manufacture a 162 Layer NAND using a process technology called bit column stacked or BiCS NAND. This process allows for the drive to allow for 162 layers placed on a single NAND flash.

SK Hynix has indefinitely postponed plans for a 4.3 trillion won ($3.3 billion) expansion of a memory chip plant amid rising cost and concerns about a protracted slump in demand.

Micron wants a piece of the $52 billion in chips subsidies approved by US Congress. The company promised to ramp up domestic memory production over the next few years.

SUPPLY TREND

WW SSD Shipment

Worldwide SSD shipment is estimated to increase in 3Q22.

WW DRAM Output

Global output keeps growing gradually.

NAND Flash 512Gb TLC Contract Price and Sufficiency, 2021 - 2022

NAND Sufficiency: Expected to be oversupply globally until end of 2022 due to regional conflicts and global inflation.
Price Trend: SSD contract price is expected to be flat compared with July.

DDR4 8Gb 1G*8 3200MHz ASP and Sufficiency, 2021 - 2022

DRAM Sufficiency: Global demand is weaker, so a slight oversupply is expected to last until end of 2022.
Price Trend: Contract prices remain flat but spot prices are predicted to be lower.

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

WORK WITH ADATA

The oversupply and high inventory are expected to be smoothed out in Q1 2023. ADATA continues to reflect the pricing change to answer the market trend.

Please plan your orders as the indicated lead-time, and our sales will be always happy to update you on the latest pricing.

Monthly Memory & Flash Market Watch