Samsung warned that it expected a recovery in chips to begin only in the second half of the year, while smartphone demand would likely contract in 2023.
KIOXIA and Western Digital jointly produce flash memory chips in Japan.WD is rumored to be in advanced talks for a possible merger with Japan's KIOXIA Holdings, a combined WD and KIOXIA would control a third of the NAND flash market, putting it on par with South Korea's Samsung Electronics.WD has announced a review of strategic alternatives which could result in the separation of its disk drives and memory chips businesses.
SK Hynix Inc. announced that its DDR5 for servers which adopts 1anm technology using the EUV lithography process, has been validated on the 4th Gen Xeon Scalable processor for a first time.The 4th gen Xeon Scalable processor, as Intel Corp.’s latest server CPU, has been cited as a key to a turnaround in the industry, for it brings server replacement and rapid increase in demand for high-performance memory chips. Experts predict that DDR5 will soon become the flagship product in the server DRAM market.
Micron has already made a marginal cut to its PC DRAM production, hence the overall PC DRAM bit output is expected to fall during 1Q23. However, suppliers’ DRAM inventories have been climbing to new heights. It is projected that the ASP of consumer DRAM products will fall by 18~23% Q/Q for 1Q23 as supply glut persists in this segment.
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
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