Monthly Memory & Flash Market Watch
May 2024
Samsung develops 10.7Gb/s LPDDR5X DRAM optimized for AI applications
• As the 1st LPDDR5X solution with performance up to 10.7Gb/s, this product has the smallest chip size produced with the 12nm advanced process, it also incorporates power-saving technologies to adjust power according to workload, designed for the on-device AI era.
Kioxia tries again to go public as AI trend stimulates business outlook
• As the world's 3rd largest manufacturer of NAND flash memory used for data storage, the company is seeking to go public under the scenario of a growing demand for memory storage in AI data centers. It’s also expected that American tech giants plan to offer services using generative AI from 2025.
Western Digital delivered excellent results in 3FQ24 with revenue of $3.5 billion, up 14% Q/Q and 23% Y/Y
Revenue portions cloud:client:consumer=45%:34%:21%, the Y/Y increase was driven by growth in flash bit shipments and ASP.
SK Hynix 1Q24 revenue reaches 144% YoY, marking all-time high
• Overall capital expenditure is expected to be larger than what the firm initially planned at the beginning of 2024
• While increasing supply volume of HBM3E, Hynix also plans to boost its conventional DRAM supply with the expectation that the product line will lead to a steady growth of the global memory market
Micron’s full suite of automotive-grade solutions qualified for Qualcomm platforms
• The ruggedized products being integrated for Qualcomm Snapdragon automotive solutions include LPDDR5X,UFS3.1 and SPI-NOR flash,featuring reliability, fast boot times, high bandwidth and thermal tolerances, low power, and a small footprint.
• The work between the 2 companies is aimed at helping the ecosystem build next-gen intelligent vehicles powered by sophisticated AI.
SUPPLY TREND
2023-2024 Worldwide SSD Shipment
WW SSD demand will not show obvious growth throughout 2024, yet is still recovering gradually.
2023-2024 Worldwide DRAM Output
2023-2024 NAND Price Trend & Sufficiency Ratio
NAND Sufficiency: maintained at extreme low level from 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 extreme low level during Q1-Q3’24
Price Trend: 8Gb contract price had another rebound at Q2/B after the severe price increase in Jan./24. It will remain at a higher level 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
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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."
