Monthly Memory & Flash Market Watch
January 2026
Samsung touts 96% lower-power NAND design
• Samsung’s FeFET‑based NAND design represents a major step toward ultra‑efficient flash memory, promising 96% lower power use and higher density (up to 5 bits per cell). While still experimental, it could redefine the future of NAND flash in energy‑sensitive applications.
Kioxia SSDs achieve compatibility with Microchip’s Adaptec SmartRAID 4300 series RAID storage accelerator
• These SSDs are now certified compatible and interoperable with Adaptec SmartRAID 4300 Series RAID storage accelerator cards, ensuring interoperability and performance for high-capacity NVMe deployments.
• The SmartRAID 4300 supports up to 32 NVMe SSDs, enabling large-scale, high-performance storage arrays.
SanDisk recognized as a reborn flash memory titan, now positioned at the center of the AI-driven storage revolution
• The company’s rebirth is described as a “radical transformation”, marking a shift from legacy consumer electronics to enterprise-grade storage solutions.
• Analysts highlight SanDisk’s strategic importance in the semiconductor and storage sectors as AI demand accelerates.
SK hynix complete Intel data center certification for 32Gb die-based 256GB server DDR5 RDIMM
• The firm’s 256GB DDR5 RDIMM, built with advanced 32Gb DRAM dies, is now officially certified by Intel for Xeon 6 servers—marking a milestone in high-capacity, next-gen memory for data centers. The 256GB RAM enables larger memory footprints per server, critical for AI, big data, and cloud workloads.
Micron announces exit from Crucial consumer business
• The company is retiring its Crucial consumer brand after nearly three decades, redirecting focus to enterprise and AI-driven data center solutions, while ensuring warranty support and employee redeployment during the transition.
SUPPLY TREND
2025 – 2026 Worldwide NAND Flash Output
Driven by AI and datacenter growth, NAND flash demand has shifted sharply toward high-capacity enterprise SSDs, prompting a steady rise in 3D NAND output and a decline in Planar NAND—signaling a structural transition in supply to meet evolving market needs.
2024-2025 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 1H.
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 since Q2’25, 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: The spot price begins to diverge upward from contract pricing starting from late 2025, reflecting the continuous shortage in more of spot and channel markets.
洞察觀點
View all
醫療設備如何選擇工業級 SSD？
醫療設備正在快速數位化。從實務上來看，醫學影像、病患監測、內視鏡系統、自動調劑櫃，到醫療邊緣閘道器，越來越多設備負責執行檢查或治療流程也同時需要即時記錄影像、感測數據、操作紀錄、警報事件與系統狀態。 對醫療設備製造商來說，儲存裝置已經從容量規格的一部分，升級為影響資料完整性、設備穩定性與產品生命週期的重要元件。
什麼是 NVMe SSD？
了解 NVMe SSD 的定義、NVMe 與 SATA SSD 的差異，以及為何 NVMe 儲存裝置適合自動化、工業系統和高頻資料記錄
什麼是 ECC DRAM？
了解 ECC DRAM 的定義、除錯運作原理，以及它對資料完整性、系統穩定性、網路安全與關鍵任務運算的重要性。
如何選擇 NVR Storage？打造高效監控系統的關鍵
解析NVR Storage選購重點，深入比較HDD和SSD、Surveillance SSD與AI NVR儲存需求，打造穩定高效的監控系統
什麼是 SSD 溫度範圍
溫度是每顆 SSD 的隱形限制器，而 SSD 溫度範圍既是效能規格也是可靠性規格。在持續負載下，NVMe 韌體會追蹤複合溫度，並會開始輕度或重度節流。因此，寫入吞吐量大幅下降，延遲飆升。高溫也會加速 NAND 內部的電荷洩漏，這會加速資料保留損失。隨著單元因編程/抹除磨損而老化，這種效應會惡化。因此，當硬碟稍後保持未通電狀態時，您會更快消耗耐用度並提高資料保留問題的風險。
工業級 SSD 的垃圾回收：你需要知道的事
SSD 中的垃圾回收是控制器的靜態清理工作。它將仍然有效的頁面壓縮到新空間，並抹除現在大多是垃圾的區塊。這聽起來很奇怪，直到您記起 NAND 快閃記憶體無法覆寫已編程的頁面。它必須先抹除，而抹除是在區塊層級進行，而非每個頁面。因此，更新變成「先寫到別處，之後再清理」。
