Monthly Memory & Flash Market Watch
June 2024
AMD to use Samsung's 3nm tech as it looks to dual-source future chips
• The firm stated at ITF World 2024 that it will mass-produce chips on a 3-nm-class GAA process, and Samsung Foundry is the only company to offer such production technology.
• Using Samsung Foundry as 2nd source other than TSMC is considered AMD’s strategy to expand its manufacturing capacity, sell more products, and gain leverage for price negotiations with TSMC.
Kioxia showcased in Dell Technologies World product lineup designed to meet evolving IT demands of the future
• The company highlighted its PCIe 5.0 SSDs in the show, stressing the benefits over PCIe 4.0 SSDs in a variety of real-world server and storage configurations/workload combinations including CD8 U.2 for data center and CM7 E3.S enterprise NVMe SSDs.
Western Digital launched WW Highest Capacity 6TB 2.5-Inch HDDs
• The record-breaking HDD features 256-bit AES hardware encryption to achieve password protection.
SK Hynix working on products suitable for datacenter AI training, edge AI, and on-device AI inference
• Such products include 300TB SSD, HBM4, CXL Pooled Memory Solutions, LPDDR6, GDDR7, and high-capacity DDR5.
• The 300TB SSD is considered a rival for Samsung's PBSSD initiative which is limited to storing 240TB of data.
Micron speeds up to 5,600MT/s in 32Gb die-based 128G DDR5 R-DIMM on leading server platforms
• The DDR5 R-DIMM is based on 1β technology, which delivers more than 45% improved bit density, up to 22% improved energy efficiency, and up to 16% lower latency over competitive products with 3DS TSV packaging technology.
• Such an advanced product will be supported by ecosystems including AMD, HPE, Intel, and Supermicro.
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 throughout 2024
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 BiCS5 |
● | ▲ | |
|
3D TLC (BiCS4) * Tight supply. We encourage you to migrate to BICS5. |
● | ▲ | |
| 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."
