Monthly Memory & Flash Market Watch

On October 18, Samsung Electronics announced that its latest LPDDR5X DRAM with the industry’s fastest speed of 8.5Gbps was validated for use on Snapdragon® mobile platforms. Samsung has surpassed the previous maximum speed of 7.5Gbps achieved in March, reaffirming its leadership in the memory market. LPDDR DRAM is expected to also extend its presence in emerging markets driven by artificial intelligence (AI) and the metaverse.

KIOXIA Corp. and Western Digital Corp. celebrated the opening of Fab7, at the Yokkaichi Plant in Mie Prefecture, Japan. Production capacity at Fab7 will ramp up in stages over time, in line with market trends. Total investment in phase one of Fab7 is expected to be approximately ¥1 trillion. Fab7 has the capability to produce sixth-generation, 162-layer flash memory and future advanced 3D flash memory, is scheduled to start shipping 162-layer flash memory in early 2023.

SK Hynix Introduced World’s First 32 GB DDR5-6400 SODIMM & UDIMM Memory Module on Oct 25. The DDR5 6,400 Mbps module product developed by SK Hynix is the current fastest DDR5 product for PC/Client. A new device called CKD (Clock Driver) is applied for more stable operation when processing high-speed data over 6,400 Mbps.

TSMC has announced the Open Innovation Platform (OIP) 3DFabric Alliance at the 2022 Open Innovation Platform Ecosystem Forum. According to TSMC, 19 members have joined the 3DFabric Alliance, including Micron Technology, Samsung Memory, SK Hynix, ASE, Siliconware, Amkor, Ibiden and Unimicron.

SUPPLY TREND

WW SSD Shipment

W.W. SSD Shipment: Worldwide SSD shipment is estimated to increase in Q422.

WW DRAM Output

Except PC DRAM, global output keeps growing gradually in a low growth rate because of the weak demand.

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

NAND Sufficiency:NAND Flash expected to keep oversupply globally in overall picture.
Price Trend: NAND Flash prices trend is expected to be downward, and it is predicted to recover in 2023Q4.

DDR4 8Gb 1G*8 3200MHz ASP and Sufficiency , 2021-2023

DRAM Sufficiency:Global demand is weak, so the oversupply situation is expected to last until 2023/Q3.
Price Trend:Contract price is expected to be lower in Q4, but spot price reflects current demand status to be much 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

Though the general price trend is going down, this is more obvious in memory modules than in SSD products. Thanks to the price, DDR5 adoption rate is increasing and SSD storage is moving to tera-byte scale.

In general, the market demand doesn't go down in industrial market. We stay close watch and work closely with suppliers to make sure the delivery is smooth as it should be.

Monthly Memory & Flash Market Watch