Monthly Memory & Flash Market Watch
May 2023
Samsung announced severe cuts to its memory chip production due to decreased market demand
• market observers believe the cuts will focus on DDR4
• NAND flash and memory IC inventory equalization could happen as soon as Q3 2023 “Exynos” branding instead calling them “Galaxy Chip(s)”.
• Hackers who breached WDC are pushing the company to negotiate a ransom in exchange for not publishing the stolen data
• Kioxia Corporation entered into a long-term agreement to license Adeia’s semiconductor patent portfolio
Adeia licenses and partners with WW semiconductor companies with a large portfolio of intellectual property covering hybrid bonding, semiconductor packaging, and semiconductor processing technologies
SK Hynix’s high bandwidth memory (HBM) market share to exceed 50% in 2023.
• HBM market share of other suppliers: Samsung 40% Micron 10%
• Hynix is the only supplier that mass produces HBM3 products, preparing for the launch of NVIDIA H100 and AMD MI300 in 2H23.
Micron 2Q23 revenue was $3.7 billion, down 53% Y/Y
• revenue composition: DRAM 74%, NAND 24% NAND: 1.176/232L represent over 90% of NAND bit production 2.Micron 2400 as the only 176L QLC SSD qualified at OEMs.
• revenue by BU: compute & networking (21%↓ Q/Q) > mobile (44%↑ Q/Q) > embedded (14%↓ Q/Q) > storage (25%↓ Q/Q) compute & networking: cloud going down while consumer being stable embedded: automotive markets were relatively stable compared to industrial and consumer ones
SUPPLY TREND
WW SSD Shipment
Worldwide SSD shipment is expected to grow gradually from Q223.
WW DRAM Output
Global output drops to a new low compared to 2022, especially mobile RAM supply, while PC DRAM production is recovered slightly.
NAND Flash 512Gb TLC Contract Price and Sufficiency, 2022 - 2023
NAND Sufficiency: NAND Flash stock level rises slightly in May yet is expected to drop significantly in Q3.
Price Trend: NAND Flash price trend drops a bit in response to rising stock level, keeping approaching contracts low.
DDR4 8Gb 1G*8 3200MHz ASP and Sufficiency , 2022-2023
DRAM Sufficiency: DRAM oversupply status has been looking up since the beginning of 2023,huge supply drop.in May.
Price Trend: D4 8Gb contract price had dead cross over spot low in Apr.,23, and will maintain below spot low level throughout 2023.
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 ● Tight supply ▂ Flat ▲ Upward trend ▼ Downward trend
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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."
