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Monthly Memory & Flash Market Watch
December 2023
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.
SUPPLY TREND
2023-2024 Worldwide SSD Shipment
Demand is likely to reach new heights in 4Q23.
2023-2024 Worldwide DRAM Output
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
SUPPLY SIGNAL
| Type | Supply | Price | |
|---|---|---|---|
|
DRAM Module  |
DDR3 | ● | ▲ |
| DDR4 | ● | ▲ | |
| DDR5 | ● | ▲ | |
|
Flash Storage  |
SLC | ● | ▂ |
| MLC | ● | ▂ | |
|
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
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