Monthly Memory & Flash Market Watch
March 2025
Samsung Launches PCIe 5.0 x4 NVMe 2.0 Up to 8TB M.2 2280 SSDs
• The 9100 PRO SSDs (with heatsink is one of its options) designed for AI-driven creators run performance up to 14,800/13,400MB/s sequential RW speeds, and are with 2,200K/2,600K IOs random RW in 4 and 8TB.
Kioxia and Sandisk Unveils Next-Gen 3D Flash Memory Technology Achieving 4.8Gb/s NAND Interface Speed
• Technologies: 1. CBA (CMOS directly Bonded to Array) 2. novel command address input method based on SCA (Separate Command Address) protocol 3. PI-LTT (Power Isolated Low-Tapped Termination) technology to reduce power consumption during data input/output
• The companies expect the new 3D flash memory to achieve a 33% improvement in NAND interface speed compared with their 8th Gen 3D flash memory currently in mass production. The technology also reduces power consumption by 10% for input and 34% for output, thereby achieving a balance of high performance and low power consumption. By increasing the number of memory layers to 332 and optimizing the floor plan for increased planar density, the technologyimproves bit density by 59%.
SK hynix Acquires TISAX Certification for Domestic Sites
• The firm aims to cooperate with global automakers and major automotive parts companies more intensively with this certificate, and lead the next gen automotive memory market by building trust with customers based on a thorough security system.(*TISAX: a global information security certification system aiming to standardize information security between companies in the automotive industry supply chain)
Micron Technology’s partnership with industrial companies aims to deliver innovative solutions for industrial applications
• The collaborations started from Feb.,2020 with 7 companies, including factory automation, transportation, and defense systems, through the Micron IQ Partner Program.
SUPPLY TREND
2024-2025 Worldwide SSD Shipment
WW SSD demand reached the highest level of total 2024 shipment amount in Q4’24, and shipment in Q2’25 is expected to climb up even higher than the previous stage
2024-2025 Worldwide DRAM Output
2024-2025 NAND Price Trend & Sufficiency Ratio
Flash Sufficiency: maintain at low level since 2024/B
Price Trend: NAND flash price drops to a low level in Q4’24, and will stay there throughout 2025 considering the general demand isn’t significantly strong and key chip makers plan to execute production cut.
2024-2025 DDR4 Price Trend & Sufficiency Ratio
DRAM Sufficiency: maintain at extreme low level throughout 2024 but is likely to have more production in 2025 1H to fulfill HBM demands.
Price Trend: 8Gb contract price had a slight drop in 2025/B, yet will stay at a relatively high place from the lowest spot price level considering consistent production cut on DDR4.
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."
