Monthly Memory & Flash Market Watch
September 2022
SAMSUNG informed its keynote audience of important product updates to previously-announced mobile storage and high-performance SSD at Flash Memory Summit 2022. The industry’s first UFS 4.0 mobile storage, developed by SAMSUNG in May, is scheduled to enter mass production in August. The new UFS 4.0 will be a critical component in flagship smartphones that require large amounts of data processing for features like high-resolution images and graphics-heavy mobile games, and will later be used in mobility, VR and AR.
Japan's Ministry of Economy, Trade and Industry (METI) has lately announced plans to subsidize Western Digital (WD) and KIOXIA’s NAND flash manufacturing facility for the volume production of the 162-layer 3D NAND flash in Yokkaichi, Mie Prefecture.
SK Hynix aims to select a U.S. site for its advanced chip packaging plant and break ground there around 1Q2023, two people familiar with the matter said, helping the United States to compete as China pours money into chip packaging. The plant, whose estimated cost would be "several billions," would ramp up to mass production by 2025-2026 and employ about 1,000 workers, one of the sources said, declining to be named because details about the plant have not been made public.
Micron announced its plans to invest $40 billion through the end of 2030 to build leading-edge memory manufacturing in multiple phases in the U.S. With the anticipated grants and credits made possible by the CHIPS and Science Act, this investment will enable the world’s most advanced memory manufacturing in America. Micron expects to begin production between 2026 and 2030, ramping overall supply in line with industry demand trends.
SUPPLY TREND
WW SSD Shipment
Worldwide SSD shipment is estimated to increase in 3Q22.
WW DRAM Output
Global output keeps growing gradually.
NAND Flash 512Gb TLC Contract Price and Sufficiency, 2021 - 2022
NAND Sufficiency: It is expected to be oversupply globally.
Price Trend: Prices are expected to be lower than 1H of 2022.
DDR4 8Gb 1G*8 3200MHz ASP and Sufficiency , 2021 2023
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
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Insights
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How to Choose Industrial SSD for Medical Devices?
Medical devices are rapidly becoming more digital. From medical imaging systems, patient monitoring devices, endoscopy systems, and automated dispensing cabinets to healthcare edge gateways, an increasing number of healthcare applications must continuously record medical images, sensor data, operation logs, alarm events, and system status while supporting diagnostic and treatment workflows.
What Is an NVMe SSD?
Learn what an NVMe SSD is, how NVMe differs from SATA SSDs, and why NVMe storage is ideal for automation, industrial systems, and high-frequency data logging.
What Is ECC DRAM?
Learn what ECC DRAM is, how error correction works, and why it matters for data integrity, system stability, networking security, and mission-critical computing.
How to Choose NVR Storage: Key Factors for Efficient Surveillance Systems
NVR storage is not only about capacity planning. It also affects data integrity and long-term system reliability. For AI NVR and 24/7 recording environments, storage devices must handle heavy write workloads, RAID rebuilding, and continuous recording. As a result, choosing between HDD vs. SSD and selecting the right surveillance SSD have become critical for modern surveillance deployment.
What Is the SSD Temperature Range?
Temperature is the silent limiter of every SSD, and the SSD temperature range is both a performance spec as well as a reliability spec. Under sustained load, NVMe firmware tracks a composite temperature and will start to throttle lightly or heavily. So, write throughput drops hard and latency spikes. Heat also speeds charge leakage inside NAND, which accelerates retention loss. The effect worsens as cells age from program/erase wear. Thus, you burn endurance faster and raise data-retention trouble when the drive later remains unpowered.
Garbage Collection in Industrial SSDs: What You Need to Know
Garbage collection in SSDs is the controller's quiet cleanup job. It compacts still-valid pages into new space and erases blocks that are now mostly junk. That might sound weird until you remember NAND flash can't overwrite a programmed page. It must erase first, and erase happens at the block level, not per page. So, updates become "write elsewhere, then clean later."
