Monthly Memory & Flash Market Watch
July 2024
Samsung announced a partnership with Japanese AI company to supply 2nm-class processors
• Such processors are proprietary AI accelerators for datacenters that the Japanese company, Preferred Networks,will use for its upcoming projects.
• Samsung’s Interposer-Cube S 2.5D packaging technology will also be adopted on the processors, which also allows the firm to build multi-chiplet designs with HBM memory.
Kioxia and Xinnor collaborate to deliver PCIe 5.0 NVMe SSD RAID solution
• Kioxia Gen.5 SSDs have been successfully tested for compatibility and interoperability with the Xinnor, Ltd. (“Xinnor”) RAID solution and achieved up to 25x higher performance running PostgreSQL compared to standard RAID solutions with the same hardware configuration.
• The high performance software RAID solution maximizes the performance of PCIe 5.0 SSDs for AI, Machine Learning (ML) and data analytics applications in on-premises enterprise data centers.
WDC collaborates with 3rd-party controller manufacturers to accelerate the production of PCIe 5.0 SSDs– breaking its tradition of in-house IC development
SK Hynix plans $74.6 billion investment to strengthen its memory chip business
• The firm commands 35% of the DRAM market, planning to focus more on AI technologies with the investment.
• Hynix’s layout in the AI field includes its first PCIe 5.0 SSD development and 300TB SSD designed for data center and on-device AI applications.
Micron announced its 3FQ24 results showing a 17% revenue growth from 2FQ24
• The $6.81 billion revenue has exceeded the firm’s 3FQ24 guidance range thanks to robust AI demand and the gaining share of HBM, as one of its high-margin products. The revenue of data center SSD also hit a record high.
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."
