Monthly Memory & Flash Market Watch

SAMSUNG has decided to ramp up its wafer production capacities for memory and system semiconductors by around 10% in 2023. Its move is in sharp contrast to those of its rivals such as TSMC, Intel, Micron Technology, and SK Hynix, which all declared a reduction of their investments. SAMSUNG also decided to install more than 10 units of EUV lithography equipment for high-tech DRAM and foundry production. It currently has about 40 units of EUV equipment.

WDC has restarted talks with KIOXIA in a deal that could unite two technology storage providers, according to people familiar with the matter. The value of deals targeting semiconductor companies fell by more than a third last year to about $25 billion.

SK Hynix has set up a global strategy organization to respond to the rapidly changing global business environment and streamlined its internal decision-making system to increase the speed and flexibility of decision-making. It is planning to abolish its existing safety development and manufacturing and business organizations and speed up decision-making between the CEO and heads of major organizations.

Micron on Dec. 21 announced a host of cost-cutting measures, including a 10% workforce reduction, aimed at helping it weather a rapid drop in revenue. It said the worst industry glut in more than a decade would make it difficult to return to profitability next year. Micron also projected a steep sales decline and a wider loss than analysts had estimated for the current quarter.

SUPPLY TREND

WW SSD Shipment

W.W. SSD Shipment: Worldwide SSD shipment is expected to grow gradually.

WW DRAM Output

Global output is more conservative because of weak demand.

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

NAND Sufficiency: NAND Flash expected to maintain oversupply globally in the overall picture.
Price Trend: NAND Flash price trend is expected to be flat in Q1 and dip slightly lower in Q2 and Q3.

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

DRAM Sufficiency: Global demand is weak, so oversupply is expected to last until 2023/Q3.
Price Trend: Contract price is expected to trend lower in Q1 but rate of decline will be slower YoY.

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

With the coming Chinese New Year holidays ( 20th-27th of January), all production plan in January is almost full. In case you have urgent orders to be delivered in January, please contact your ADATA account manager ASAP.

We expect the production will keep tight in February due to fewer working days and rolling backlogs in January. Please plan your order ahead.