Monthly Memory & Flash Market Watch
November 2022
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 Corp. and Western Digital Corp. celebrated the opening of Fab7, at the Yokkaichi Plant in Mie Prefecture, Japan. Production capacity at Fab7 will ramp up in stages over time, in line with market trends. Total investment in phase one of Fab7 is expected to be approximately ¥1 trillion. Fab7 has the capability to produce sixth-generation, 162-layer flash memory and future advanced 3D flash memory, is scheduled to start shipping 162-layer flash memory in early 2023.
SK Hynix Introduced World’s First 32 GB DDR5-6400 SODIMM & UDIMM Memory Module on Oct 25. The DDR5 6,400 Mbps module product developed by SK Hynix is the current fastest DDR5 product for PC/Client. A new device called CKD (Clock Driver) is applied for more stable operation when processing high-speed data over 6,400 Mbps.
TSMC has announced the Open Innovation Platform (OIP) 3DFabric Alliance at the 2022 Open Innovation Platform Ecosystem Forum. According to TSMC, 19 members have joined the 3DFabric Alliance, including Micron Technology, Samsung Memory, SK Hynix, ASE, Siliconware, Amkor, Ibiden and Unimicron.
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, 2022 - 2023
NAND Sufficiency:NAND Flash expected to keep oversupply globally in overall picture.
Price Trend: NAND Flash prices trend is expected to be downward, and it is predicted to recover in 2023Q4.
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 price is expected to be lower in Q4, but spot price reflects current demand status to be much 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."
