Samsung announced a partnership with Japanese AI company to supply 2nm-class processors
• Such processors are proprietary AI accelerators for datacenters that the Japanese company, Preferred Networks,will use for its upcoming projects.
• Samsung’s Interposer-Cube S 2.5D packaging technology will also be adopted on the processors, which also allows the firm to build multi-chiplet designs with HBM memory.
Kioxia and Xinnor collaborate to deliver PCIe 5.0 NVMe SSD RAID solution
• Kioxia Gen.5 SSDs have been successfully tested for compatibility and interoperability with the Xinnor, Ltd. (“Xinnor”) RAID solution and achieved up to 25x higher performance running PostgreSQL compared to standard RAID solutions with the same hardware configuration.
• The high performance software RAID solution maximizes the performance of PCIe 5.0 SSDs for AI, Machine Learning (ML) and data analytics applications in on-premises enterprise data centers.
WDC collaborates with 3rd-party controller manufacturers to accelerate the production of PCIe 5.0 SSDs– breaking its tradition of in-house IC development
SK Hynix plans $74.6 billion investment to strengthen its memory chip business
• The firm commands 35% of the DRAM market, planning to focus more on AI technologies with the investment.
• Hynix’s layout in the AI field includes its first PCIe 5.0 SSD development and 300TB SSD designed for data center and on-device AI applications.
Micron announced its 3FQ24 results showing a 17% revenue growth from 2FQ24
• The $6.81 billion revenue has exceeded the firm’s 3FQ24 guidance range thanks to robust AI demand and the gaining share of HBM, as one of its high-margin products. The revenue of data center SSD also hit a record high.
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 throughout 2024
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 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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