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.
Type | Supply | Price | |
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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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