Samsung completes validation of fast LPDDR5X for use with MediaTek mobile platform
• The LPDDR5X has the industry’s fastest operation speed at 10.7Gb/s and delivers more than 25% improved power consumption compared to the previous-gen, enhancing on-device AI performance.
• MediaTek’s upcoming Dimensity 9400 SoC that applies LPDDR5X 16GB package from Samsung is scheduled to be released in 2H24.
Kioxia showcases new Optical Interface SSD for Next-Generation Green Data Centers
• Optical switching devices allow system builders to place storage drives up to 40 meters away from the CPU, which can optimize cooling and power requirements of data centers.
• Optical SSDs require less space owing to their slimmer connectors compared to current technology. They're also less susceptible to electromagnetic interference, so shielding and cable placement is relatively easier.
SK Hynix looking at US IPO for Solidigm subsidiary
• Solidigm has achieved its first profit after 12 consecutive quarters of losses, which makes the IPO evaluation more feasible. Yet the venture between this 2 firms still depends on how the new organization is structured, such as which assets are included in Solidigm versus those retained by SK Hynix, and how both entities address future technology plans.
Micron sampling MRDIMM to accelerate data center workloads
• As 1st-gen in the Micron MRDIMM family, this DRAM solution will be compatible with Xeon 6 processors, and outperform current TSV RDIMMs by enabling the highest bandwidth, largest capacity with the lowest latency to accelerate memory-intensive virtualized multi-tenant, HPC, and AI data center workloads.
WW SSD demand is expected to reach a peak in the end of 2024, and 2025 general shipping status is likely to stay above 2024’s quarterly level.
maintained at low level since 2024/B
Price Trend: NAND flash price trends stable until Q1’25, and will experience a gradual hike QoQ in demand peak seasons
DRAM Sufficiency: maintained at extreme low level throughout 2024
Price Trend: 8Gb contract price had a strong rebound in 2Q24 and another wave of hikes is possible in 4Q24. There is a relatively large gap between general price level and lowest spot price level
| Type | Supply | Price | |
|---|---|---|---|
|
DRAM Module  |
DDR3 | ● | ▲ |
| DDR4 | ● | ▲ | |
| DDR5 | ● | ▲ | |
|
Flash Storage  |
SLC | ● | ▂ |
| MLC | ● | ▂ | |
|
3D TLC (BiCS3) *Limited Supply. We encourage you to migrate to BiCS5 |
● | ▲ | |
|
3D TLC (BiCS4) * Tight supply. We encourage you to migrate to BICS5. |
● | ▲ | |
| 3D TLC (BiCS5) | ● | ▲ |
●Smooth Supply ● Mildly Tight Supply ● Tight supply ▂ Flat ▲ Upward trend ▼ Downward trend
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