Monthly Memory & Flash Market Watch
April 2024
Samsung and SK hynix showcased their upcoming GDDR7 memory solutions at NVIDIA GTC 2024
Both displayed 16Gb (2GB) devices while JEDEC GDDR7 standard is finalizing. The chips would have been produced prior to the official standard and this has some implications for the next generation Nvidia Blackwell and AMD RDNA 4 GPUs.
Kioxia and WD Elevate Capacity Utilization to nearly 90%
This is in hopes of returning to profitability with anticipation of NAND flash price hikes into 2Q24.
Kioxia sets sight on 218-layer capacity expansion by 2025 to lead in high-stack technology.
• Process upgrades are essential for maintaining cost competitiveness with NAND flash prices are on the rise in 2024 amidst a gradual reduction in suppliers’ stock levels.
• Kioxia’s strategy involves directly advancing to 300-layer and above processes after 218 layers to achieve a more favorable cost structure and regain technological and cost leadership.
Micron announced its fiscal 2Q24 financial results (ended Feb.’24)
• Revenue portion: DRAM:NAND=71%:29%
• The company expects to maintain its technology leadership in NAND. AI server demand is driving rapid growth in HBM, DDR5 and data center SSDs, which is tightening leading-edge supply availability for DRAM and NAND
SUPPLY TREND
2023-2024 Worldwide SSD Shipment
WW SSD demand is expected to grow stably throughout 2024.
2023-2024 Worldwide DRAM Output
2023-2024 NAND Price Trend & Sufficiency Ratio
NAND Sufficiency: maintained at a low level since 2H23
Price Trend: NAND flash price is expected to climb continuously at least until 3Q24
2023-2024 DDR4 Price Trend & Sufficiency Ratio
DRAM Sufficiency: maintained at an extreme low level during 1Q-3Q24
Price Trend: 8Gb contract price increased obviously in Jan.’24. and will remain higher than the spot low trend in 2024
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
Insights
View all
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."
