Monthly Memory & Flash Market Watch

Samsung developing memory chip density to extreme levels

• 11-nanometer DRAM and 9th Gen. V-NAND are both under development to meet the need of hyperscale AI devices, which requires high-performance, high-capacity, and low-power memory.

• The company is also mass producing HBM products to increase proportion of power AI,data center, and machine learning platforms revenue.

WD’s board of directors approved a plan to separate its HDD and flash businesses

• The separation will better position each franchise to execute innovative technology and product development, and capitalize on unique growth opportunities

Kioxia reported a record net loss of $1.3 billion in FY2Q23, reflecting the broader challenges in semiconductor demand

• Toshiba will be delisted from the Tokyo Stock Exchange on Dec.,20,2023, following Japan Industrial Partners’s $1.4M takeover.

SK hynix's market share of the DRAM market has reached 35% as of 3Q23

• Growth fueled by demand for AI chips, lifting demand for HBM products as well.

• The firm already accounted for 50% market share of HBM in Apr.’23, although this product line only represents 10% of DRAM revenue.

Micron announced its 32Gb monolithic die-based 128GB DDR5 RDIMM memory

• The product features performance of up to 8,000MT/s to support data center workloads today and into the future.

• Targeted mission-critical applications: AI, in-memory databases (IMDBs), processing for multithreaded, multicore count general compute workloads in data center and cloud environments.

SUPPLY TREND

2023-2024 Worldwide SSD Shipment

Demand is likely to reach new heights in 4Q23.

2023-2024 Worldwide DRAM Output

DRAM production for all applications is expected to have stable growth starting from 4Q23.

2023-2024 NAND Price Trend & Sufficiency Ratio

NAND Sufficiency: maintained at extreme low level from 2H23 to 2024

Price Trend: NAND Flash price is likely to climb continuously from 1Q24-3Q24, after a sharp rise in 4Q23

2023-2024 DDR4 Price Trend & Sufficiency Ratio

DRAM Sufficiency: maintained at extreme low level starting from 4Q23
Price Trend: 8Gb contract price to overlap the spot low in Dec.’24., and will climb gently in 1H24

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 ● Mildly Tight Supply ● Tight supply ▂ Flat ▲ Upward trend ▼ Downward trend

WORK WITH ADATA

While the market study may not indicate a significant price increase in Q4, we have observed a continuous uptrend in spot market prices. This uptrend is driven by supply-side factors, as chip manufacturers have significantly reduced production.

At ADATA, we are committed to supporting our long-term loyal customers in managing this price increase. We encourage you to get in touch with your account sales representative to discuss potential offers for booking your orders for 2024.

Monthly Memory & Flash Market Watch