Monthly Memory & Flash Market Watch
September 2023
Samsung ranked #1 in rebounding DRAM revenue among primary DRAM suppliers in 2Q23
• A 8.6% Q/Q revenue increased thanks to demand on inventory buildup by module houses and AI server setups.
• The company’s operating margin improved from -24% to -9%.
WDC enhances data center flexibility and scalability by releasing NVMe flash over fabric (NVMe-oF) solutions
• the new storage solutions enable an ecosystem, providing more possibility to unlock the potential of AI, object storage data centers for cloud, edge, and enterprises.
• WDC is now the only company with vertical integration capabilities on the Ethernet wire, hence is able to deliver solutions for data transferring between server initiator and storage target.
SK Hynix developed next-gen DRAM for AI applications, CS stage underway
• the firm plans to mass produce HBM3E from 1H24, which can process data up to 1.15TB/s, same as processing more than 230 Full-HD movies of 5GB-size each in 1s.
• Hynix plans to bolster its sales of HBM3, DDR5 , LPDDR5, and 176-layer 3D NAND-based SSDs in a bid to increase revenue, as these products lead to a 44% sequential increase in revenue for the 2nd quarter.
• with MR-MUF technology, HBM3E comes with a 10% improvement in heat dissipation.
Micron announced CXL-based sample availability
• 128-256GB CZ120 composes servers with: 1. more memory capacity-build servers with up to 2TB of incremental memory capacity 2. low latency 3. 96%↑ database queries per day 4. 36GB/s memory R/W bandwidth/CPU, 24%↑ better than what a single R-DIMM can do in servers
SUPPLY TREND
WW SSD Shipment
getting better in 2H23 and is expected to reach new heights in 4Q24.
WW DRAM Output
NAND Flash 512Gb TLC Contract Price and Sufficiency, 2023 - 2024
NAND Sufficiency: Maintained at extreme low level from 2H23 to 2024.
Price Trend: NAND Flash price might increase slightly in 4Q23, and will climb more intensively in 2024.
DDR4 8Gb 1G*8 3200MHz ASP and Sufficiency , 2023-2024
DRAM Sufficiency: Maintained at extreme low level starting from 4Q23.
Price Trend: 8Gb contract price still remaining lower than spot price throughout 4Q23-2024, yet both will experience gradually increase in the same time period.
SUPPLY SIGNAL
| Type | Supply | Price | |
|---|---|---|---|
|
DRAM Module  |
DDR3 | ● | ▂ |
| DDR4 | ● | ▂ | |
| DDR5 | ● | ▂ | |
|
Flash Storage  |
SLC | ● | ▂ |
| MLC | ● | ▂ | |
|
3D TLC (BiCS3) *Limited Supply. We encourage you to migrate to BiCS4 and BiCS5 |
● | ▂ | |
| 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."
