Samsung develops 10.7Gb/s LPDDR5X DRAM optimized for AI applications
• As the 1st LPDDR5X solution with performance up to 10.7Gb/s, this product has the smallest chip size produced with the 12nm advanced process, it also incorporates power-saving technologies to adjust power according to workload, designed for the on-device AI era.
Kioxia tries again to go public as AI trend stimulates business outlook
• As the world's 3rd largest manufacturer of NAND flash memory used for data storage, the company is seeking to go public under the scenario of a growing demand for memory storage in AI data centers. It’s also expected that American tech giants plan to offer services using generative AI from 2025.
Western Digital delivered excellent results in 3FQ24 with revenue of $3.5 billion, up 14% Q/Q and 23% Y/Y
Revenue portions cloud:client:consumer=45%:34%:21%, the Y/Y increase was driven by growth in flash bit shipments and ASP.
SK Hynix 1Q24 revenue reaches 144% YoY, marking all-time high
• Overall capital expenditure is expected to be larger than what the firm initially planned at the beginning of 2024
• While increasing supply volume of HBM3E, Hynix also plans to boost its conventional DRAM supply with the expectation that the product line will lead to a steady growth of the global memory market
Micron’s full suite of automotive-grade solutions qualified for Qualcomm platforms
• The ruggedized products being integrated for Qualcomm Snapdragon automotive solutions include LPDDR5X,UFS3.1 and SPI-NOR flash,featuring reliability, fast boot times, high bandwidth and thermal tolerances, low power, and a small footprint.
• The work between the 2 companies is aimed at helping the ecosystem build next-gen intelligent vehicles powered by sophisticated AI.
WW SSD demand will not show obvious growth throughout 2024, yet is still recovering gradually.
NAND Sufficiency: maintained at extreme low level from 2H23
Price Trend: NAND flash price is expected to climb continuously at least until 3Q24
DRAM Sufficiency: maintained at extreme low level during Q1-Q3’24
Price Trend: 8Gb contract price had another rebound at Q2/B after the severe price increase in Jan./24. It will remain at a higher level than the spot low trend in 2024
| 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 ● Mildly Tight Supply ● Tight supply ▂ Flat ▲ Upward trend ▼ Downward trend
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