Monthly Memory & Flash Market Watch
June 2023
Samsung develops 1st 128GB DRAM to support CXL 2.0
• CXL is a next-gen interface that adds efficiency to accelerators, DRAM, and storage devices used with CPUs in high-performance server systems.
• Samsung CXL DRAM supports PCle 5.0 interface (x8 lanes) and provides bandwidth of up to 35GB/s.
• Kioxia and WDC are speeding up merger talks and nailing down a deal structure, as a slumping flash memory market puts fresh consolidation pressure on the world's No.2 & 4 players.
• WDC shared its views on flash market trends in its 3Q23 financial results, which revealed its flash revenue was down 10% Q/Q and 42% Y/Y.
• The company expects its flash revenue to decrease sequentially as modest growth in bit shipments is more than offset by ASP declines.
• It expects bit shipment growth to accelerate in 1FH24.
SK Hynix to expand Wuxi Fab legacy production capacity.
• In response to US semiconductor restrictions on Chinese imports of equipment for processes of 18nm and below. Hynix’s Wuxi fab caters to domestic demand in China and the legacy-process consumer DRAM market.
• Increased output from the Wuxi fab could make a rebound in consumer DRAM prices even more difficult in the long run.
Micron expects China's ban on company's infrastructure chips to impact revenue up to high-single digit percentage
• The company expects the combined direct and indirect sales through distributors to China headquartered companies to be about ¼ of their total revenue.
SUPPLY TREND
WW SSD Shipment
Worldwide SSD shipment is expected to grow gradually from Q223.
WW DRAM Output
Q2 Global output is generally lower than 4Qs in 2022, especially mobile DRAM supply.
NAND Flash 512Gb TLC Contract Price and Sufficiency, 2022 - 2023
NAND Sufficiency: NAND Flash stock level is up by 2-3% comparing to May, yet is expected to fall significantly in Q3.
Price Trend: NAND Flash price continues to trend low and continues to fall to contract lows.
DDR4 8Gb 1G*8 3200MHz ASP and Sufficiency , 2022-2023
DRAM Sufficiency: DRAM oversupply status sees tremendous improvement in Jun.,23.
Price Trend: D4 8Gb contract price almost equal to spot low.
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
WORK WITH ADATA
Información
Ver todos
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."
