Monthly Memory & Flash Market Watch
July 2023
Samsung unveiled its updated fabrication technology roadmap at Samsung Foundry Forum (SFF) 2023
• The company is on track to produce chips on its 2nm and 1.4nm-class nodes in 2025 and 2027.
• Samsung intends to add a leading-edge 5nm-class radio frequency manufacturing process and start making gallium nitride (GaN) chips in the coming years.
• The strategic reallocation of resources between Kioxia and WDC could bolster the shipment volume of enterprise SSDs.
• WDC trims its capital investment in R&D team.
The company’s enterprise SSDs have lagged behind competitors with a notable decline in 2023 NAND flash profits, while its primary North American clients increasingly shift to in-house manufacturing.
SK Hynix begins mass production on 176-Layer to 238-Layer 4D NAND Flash.
• 238-layer process has 50% improvement on transfer speed (up to 2.4Gb/s) comparing to 176-layer, and 20% better RW speed.
• As the smallest NAND size, 238-layer has a 34% higher manufacturing efficiency compared to 176-layer.
• The company is planning to expand 238-layer technology across high-capacity server SSDs after adoption on smartphones.
The U.S. government is contemplating further restricting sales of AI processors to Chinese companies
The government is deliberating the possibility of imposing constraints on the lease of cloud services from giants including Micron and Amazon.
SUPPLY TREND
WW SSD Shipment
Q3 worldwide SSD shipment is expected to have higher grow rate than 2Q23.
WW DRAM Output
Q3 Global output is 9.4% lower than that of 3Q22, with a slight drop in quantity from 2Q23 numbers.
NAND Flash 512Gb TLC Contract Price and Sufficiency, 2022 - 2023
NAND Sufficiency: NAND Flash stock level is expected to fall significantly starting from Q3.
Price Trend: NAND Flash price trend almost equal to contract low and seems to be bottoming out.
DDR4 8Gb 1G*8 3200MHz ASP and Sufficiency , 2022-2023
DRAM Sufficiency: DRAM oversupply status exhibited significant improvement in 2H23.
Price Trend: D4 8Gb contract price has entered a death cross over spot price low, and will remain below that line until 4Q23.
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."
