Monthly Memory & Flash Market Watch

On October 18, Samsung Electronics announced that its latest LPDDR5X DRAM with the industry’s fastest speed of 8.5Gbps was validated for use on Snapdragon® mobile platforms. Samsung has surpassed the previous maximum speed of 7.5Gbps achieved in March, reaffirming its leadership in the memory market. LPDDR DRAM is expected to also extend its presence in emerging markets driven by artificial intelligence (AI) and the metaverse.

KIOXIA said it would reduce its output by approximately 30% of 3D NAND memory at its fabs located at its Yokkaichi and Kitakami sites starting from October. Demand for PCs and many other devices is slowing due to high inflation rates, geopolitical tensions, and producers of commodities want to reduce inventories and avoid oversupply, so they have to cut down production.

South Korea's SK Hynix Inc said on Wednesday it has received authorization from the U.S. Department of Commerce to receive chip equipment needed for its chip production facilities in China for one year, without seeking additional licensing requirements.

Micron announced plans to build the largest chip production complex in central New York state. The plan will span 20 years of construction and upgrades, with a total price tag expected to hit around $100 billion by the time Micron is finished in the 2040s. Micron's new site near Clay, New York, will not only be the company's largest campus ever built, but will also be the largest chip fab in the USA.

SUPPLY TREND

WW SSD Shipment

W.W. SSD Shipment: Worldwide SSD shipment is estimated to increase in Q422.

WW DRAM Output

Except PC DRAM, global output keeps growing gradually in a low growth rate because of the weak demand.

NAND Flash 512Gb TLC Contract Price and Sufficiency, 2021 - 2023

NAND Sufficiency: It is expected to be oversupply globally.
Price Trend: Prices are expected to be downward till 2023.

DDR4 8Gb 1G*8 3200MHz ASP and Sufficiency , 2021 2023

DRAM Sufficiency:Global demand is weak, so the oversupply situation is expected to last until 2023/Q3.
Price Trend: Contract prices remain flat but spot price is predicted to be lower.

SUPPLY SIGNAL

	Type	Supply	Price
DRAM Module	DDR3	●	▼
	DDR4	●	▼
	DDR5	●	▼
Flash Storage	SLC	●	▂
	MLC	●	▂
	3D TLC (BiCS3)	●	▂
	3D TLC (BiCS4)	●	▼
	3D TLC (BiCS5)	●	▼

● Smooth supply ● Tight supply ▂ Flat ▲ Upward trend ▼ Downward trend

WORK WITH ADATA

Though the general price trend is going down, this is more obvious in memory modules than in SSD products. Thanks to the price, DDR5 adoption rate is increasing and SSD storage is moving to tera-byte scale.

In general, the market demand doesn't go down in industrial market. We stay close watch and work closely with suppliers to make sure the delivery is smooth as it should be.