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ADATA Industrial to Participate in Embedded World 2026 Leading the New Era of AI-Driven Innovation
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ADATA INDUSTRIAL Unveils AI and Edge Storage Innovations at Embedded World North America 2025
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ADATA Industrial Releases DDR5 6400 CU-DIMM and CSO-DIMM - Empowering HPC with overclocking speed and extraordinary stability
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Monthly Memory & Flash Market Watch
April 2024
Samsung and SK hynix showcased their upcoming GDDR7 memory solutions at NVIDIA GTC 2024
• Both displayed 16Gb (2GB) devices while JEDEC GDDR7 standard is finalizing. The chips would have been produced prior to the official standard and this has some implications for the next generation Nvidia Blackwell and AMD RDNA 4 GPUs.
Kioxia and WD Elevate Capacity Utilization to nearly 90%
• This is in hopes of returning to profitability with anticipation of NAND flash price hikes into 2Q24.
Kioxia sets sight on 218-layer capacity expansion by 2025 to lead in high-stack technology.
Process upgrades are essential for maintaining cost competitiveness with NAND flash prices are on the rise in 2024 amidst a gradual reduction in suppliers’ stock levels.
Kioxia’s strategy involves directly advancing to 300-layer and above processes after 218 layers to achieve a more favorable cost structure and regain technological and cost leadership.
Micron announced its fiscal 2Q24 financial results (ended Feb.’24)
• Revenue portion: DRAM:NAND=71%:29%
• The company expects to maintain its technology leadership in NAND. AI server demand is driving rapid growth in HBM, DDR5 and data center SSDs, which is tightening leading-edge supply availability for DRAM and NAND.
SUPPLY TREND
2023-2024 Worldwide SSD Shipment
WW SSD demand is expected to grow stably throughout 2024.
2023-2024 Worldwide DRAM Output
2023-2024 NAND Price Trend & Sufficiency Ratio
NAND Sufficiency: maintained at a low level since 2H23
Price Trend: NAND flash price is expected to climb continuously at least until 3Q24
2023-2024 DDR4 Price Trend & Sufficiency Ratio
DRAM Sufficiency: maintained at an extreme low level during 1Q-3Q24
Price Trend: 8Gb contract price increased obviously in Jan.’24. and will remain higher than the spot low trend in 2024
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
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耐用型 SSD ：TBW與使用壽命，滿足應用負載
解析工業級SSD的TBW、DWPD、P/E循環與pSLC/MLC/TLC/QLC差異，依監控、網安、邊緣運算等工作負載選對耐用型固態硬碟。威剛工業級提供選型與樣品支援。
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車用 SSD 是什麼？AEC-Q100 等級、子系統規格
完整解析車用 SSD :AEC-Q100 IC 溫度等級（Grade 0~3）、IATF 16949、ISO/SAE 21434 資安與 PLP、pSLC 等子系統規格，並比較 eMMC/UFS/SSD 差異。威剛工業級提供車載、鐵道 NVR 與邊緣運算的寬溫儲存方案與選型支援。
NVMe SSDとは？
NVMe SSDとは何か、NVMeとSATA SSDとの違い、そしてNVMeストレージが自動化、産業用システム、および高頻度データロギングに最適な理由について解説します。
ECC DRAMとは？
ECC DRAMとは何か、エラー訂正の仕組み、そしてデータの整合性、システムの安定性、ネットワークセキュリティ、ミッションクリティカルなコンピューティングにおいて重要となる理由について解説します。
NVRストレージの選び方効率的な監視システムに必要となる重要なポイント
NVRストレージを選定する際の主な検討事項：HDD、SSD、監視用SSD、およびAI NVRのストレージ要件を比較し、安定した高性能監視システムを構築しましょう。
