
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.

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
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.
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.
| 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

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