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ADATA Industrial Debuts at Electronica India and embedded world North America Reinforcing AI Edge Storage Leadership
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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 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
May 2026
Union rally causes Samsung fab production to plummet by 58% during night shift — over 40,000 people attended rally for better pay and bonuses
• The disruption was caused by a large union rally, nearly one‑third of Samsung’s semiconductor fab workforce, showing that even a short labor action can have an immediate and measurable impact on highly automated semiconductor operations. A prolonged strike could undermine Samsung’s lead in next‑generation memory (such as AI‑related chips) and potentially drive customers toward competitors like SK hynix, while also pushing prices higher across the industry.
Kioxia, Solidigm and SanDisk invests in Nanya Technology
• The move reflects a capital‑light expansion strategy for the companies: instead of direct fab investment, they gain strategic influence, supply visibility, and ecosystem resilience through financial participation. By backing Nanya’s 10nm‑class DRAM roadmap (DDR5 and LPDDR5), Kioxia and SanDisk position themselves closer to next‑generation memory technologies needed for high‑performance computing, enterprise storage, and AI accelerators.
SK hynix Begins Supply of 321-layer QLC NAND Up to 2TB cSSD
• This move marks a major milestone in ultra‑high‑layer NAND commercialization. The new product, PQC21, is positioned as a next‑generation storage solution for the AI PC era, targeting systems that require high capacity, strong performance, and improved power efficiency. QLC NAND’s share of the global cSSD market is expected to grow from 22% in 2025 to 61% by 2027 according to IDC projections. The supply launch supports SK hynix’s strategy to secure leadership in QLC‑based client, full‑scale shipments to Dell Technologies began in April 2026, with SK hynix planning to broaden supply to additional global OEMs over time.
Micron begins volume shipment of HBM4 36GB 12H
•This line is designed for Nvidia’s Vera Rubin AI platform. HBM4 achieves pin speeds exceeding 11 Gb/s, delivering aggregate bandwidth greater than 2.8 TB/s, which represents a 2.3× bandwidth increase over HBM3E.To support future capacity scaling, The firm also samples HBM4 48GB 16‑high (16H) stacks, enabling a 33% increase in capacity per HBM placement versus the 36GB 12H product, demonstrating advanced packaging capabilities.
SUPPLY TREND
2026 – 2027 Worldwide NAND Flash Output
demand for legacy‑node SSDs is minimal within overall SSD shipments. Rapid expansion in AI‑related applications in 2026 is expected to drive sustained growth in demand for mainstream advanced‑node 3D‑type SSD products.
2026-2027 Worldwide DRAM Output
2025-2026 NAND Price Trend & Sufficiency Ratio
Flash Sufficiency: CSP-driven AI expansion caused severe NAND shortages starting from Q3’25, and this might last during the entire 2026.
Price Trend: overall NAND flash price rose sharply in Q4’25 with enterprise and cloud service provider (CSP) demand surging—driven by AI infrastructure expansion and server upgrades. The market condition is projected to continue in 2026, sustaining NAND flash prices at a high level.
2025-2026 DDR4 Price Trend & Sufficiency Ratio
DRAM Sufficiency: Supply has come under significant pressure from Q3’25 through 2026 1H, as manufacturers phase out DDR4 production and reallocate capacity toward high-demand applications from the CSPs. This shift has led to a pronounced tightening in overall DRAM availability.
Price Trend: DDR4 price has risen sharply across both spot and contract markets, driven by CSP-led demand absorbing supply and growing HBM allocation crowding out commodity DRAM capacity.
인사이트
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How to Choose Server RAM:
Learn how to choose server RAM, including ECC, UDIMM vs. RDIMM, DDR4 vs. DDR5, memory capacity, platform compatibility, and industrial server applications.
ECC RAM vs. Non-ECC RAM:
Compare ECC RAM vs. Non-ECC RAM and learn how ECC Memory corrects memory errors, how DDR5 On-Die ECC differs from system-level ECC, what platform compatibility requirements to consider, and how to choose between ECC UDIMM, RDIMM, and SODIMM for medical, networking, NVR, Edge AI, and transportation applications.
What Is Signage Storage?
Signage Storage supports the local storage requirements of Digital Signage, POS, kiosks, and AI retail systems. Explore key SSD selection factors, including interface, capacity, endurance, operating temperature, PLP, S.M.A.R.T. monitoring, and fixed BOM.
높은 내구성 SSD: 실제 워크로드를 위한 TBW 및 서비스 수명
TBW, DWPD, P/E 사이클과 pSLC, MLC, TLC, QLC가 산업용 SSD의 내구성에 어떤 영향을 미치는지 알아보세요. ADATA Industrial의 지원을 통해 감시, 사이버 보안 및 엣지 워크로드에 적합한 SSD를 선택할 수 있습니다.
SSD SMART 데이터를 활용해 드라이브 상태를 모니터링하는 방법
SSD SMART 데이터는 스토리지 장치의 작동 상태를 지속적으로 기록합니다. 누적 작동 시간, 온도, 쓰기 용량, 내구성 소모량, 사용 가능한 예비 용량, 예기치 않은 전력 손실 이벤트 등의 정보를 제공합니다.
자동차용 SSD란 무엇인가?
자동차용 SSD는 텔레매틱스, 철도 NVR, 차량 관리, ADAS, 도로변 엣지 시스템 등 까다로운 운송 환경에서 안정적인 스토리지를 제공하도록 설계됩니다. ADATA 산업용 등급 SSD는 -40°C~85°C에서 작동하며, 이는 AEC-Q100 Grade 3에 상응하는 온도 범위로 다양한 차량 내 애플리케이션에 적합합니다.
