Monthly Memory & Flash Market Watch
November 2023
Samsung’s process technology improvement brings significant benefits for performance and power consumption
• The company aims to release chips made by SF1.4 technology in 2027,which is 1.4nm-class and will gain nanosheets from three to four.
• Mechanism of increasing nanosheets per transistor:
1.enhancement of driving current→improving chip performance
Negotiations between Kioxia and Western Digital terminated due to Hynix’s opposition
• WDC exited the talks with Kioxia after losing approval from Hynix, as the latter is indirect shareholder in Kioxia.
• The combined market share of these two firms for NAND memories stood at 35.4% as of Mar.,23, larger Samsung which accounted for 34.3%.
• The two companies are expected to continue partnering on chip development and plants investment despite existing status.
SK Hynix endeavors consolidating its position in future AI infrastructure
• The company recorded a 24% revenue growth and 38% operating losses narrowed compared with 2FQ23 thanks to strong demand for high-performance mobile flagship products and HBM3, a key product for AI applications, and high-capacity DDR5.
• Hynix plans to increase investments in HBM, DDR5 and LPDDR5. It will also increase the share of the products manufactured from the 1anm and 1bnm, the 4th and the 5th generations of the 10nm process.
Micron initiates construction on memory manufacturing fab
• The factory is located in Boise, home to Micron’s corporate HQs and the only DRAM R&D fabrication facility in North America.
• Co-locating the memory manufacturing fab is expected to provide multiple strategic benefits for Micron and the US semiconductor industry at large as Micron continues to drive industry leadership.
SUPPLY TREND
2023-2024 Worldwide SSD Shipment
Demand is likely to reach new heights in 4Q23.
2023-2024 Worldwide DRAM Output
2023-2024 NAND Price Trend & Sufficiency Ratio
NAND Sufficiency: maintained at extreme low level from 2H23 to 2024
Price Trend: NAND Flash price to grow slowly and gradually throughout 4Q23 to 3Q24,after a sharp rise in 3Q23
2023-2024 DDR4 Price Trend & Sufficiency Ratio
DRAM Sufficiency: maintained at extreme low level starting from 4Q23
Price Trend: 8Gb contract price will not increase obviously until 2024/B, and may penetrate spot low level in Dec.,24.
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 ● Mildly Tight Supply ● Tight supply ▂ Flat ▲ Upward trend ▼ Downward trend
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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.
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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."
