Monthly Memory & Flash Market Watch
August 2022
Samsung unveiled an array of next-generation memory and storage technologies during Flash Memory Summit 2022. The company spotlighted four areas of technological advancement driving the big data market — data movement, data storage, data processing and data management.
Japan's government said it will provide as much as 92.9 billion yen ($680 million) to KIOXIA Holdings and Western Digital Corp (WDC.O) to help them boost production and ensure a stable supply of memory chips in Japan. Western Digital has announced its collaboration with KIOXIA to manufacture a 162 Layer NAND using a process technology called bit column stacked or BiCS NAND. This process allows for the drive to allow for 162 layers placed on a single NAND flash.
SK Hynix has indefinitely postponed plans for a 4.3 trillion won ($3.3 billion) expansion of a memory chip plant amid rising cost and concerns about a protracted slump in demand.
Micron wants a piece of the $52 billion in chips subsidies approved by US Congress. The company promised to ramp up domestic memory production over the next few years.
SUPPLY TREND
NAND Flash 512Gb TLC Contract Price and Sufficiency, 2021 - 2022
NAND Sufficiency: Expected to be oversupply globally until end of 2022 due to regional conflicts and global inflation.
Price Trend: SSD contract price is expected to be flat compared with July.
DDR4 8Gb 1G*8 3200MHz ASP and Sufficiency, 2021 - 2022
DRAM Sufficiency: Global demand is weaker, so a slight oversupply is expected to last until end of 2022.
Price Trend: Contract prices remain flat but spot prices are 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
