Monthly Memory & Flash Market Watch

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

The price of DDR memory modules in the market has almost reached a bottom level. However, there are signals that suggest the price may soon rebound. Given this situation, we invite you to consider placing a contract price order with us to take advantage of this opportunity.

Monthly Memory & Flash Market Watch