Samsung discontinuing DDR4 production in late 2025
• The company is making the move to free up manufacturing capacity for more lucrative technologies, including DDR5 and LPDDR5 memory for newer systems, as well as HBMs for GPUs and AI systems.
• Orders for DDR4 memory chips is expected to end in June/B, with delivery for 8GB and 16GB laptop and desktop modules by December 2025.
Kioxia Announced Development of PCIe 5.0-Compatible Broadband Optical SSD for Next-Gen Green Data Centers
• In next-gen green data centers, by replacing the electrical wiring interface with optical and utilizing broadband optical SSD technology significantly increases the physical distance between the compute and storage devices, it also contributes to the flexibility and efficiency of data center system design, where digital diversification and the evolution of GenAI require complex, high-volume, high-speed data processing.
SK hynix Completes Customer Validation of CXL 2.0-based DDR5
• Completion of customer qualification of 96GB product to help customers reduce costs when applied to server systems
• 128GB product of improved performance, equipped with 1bnm 32Gb DDR5, also in customer validation process
• Company to provide value unmatched by others through ‘Optimal Innovation’
Micron Announces Business Unit Reorganization
• The reorganization is market segment-based to capitalize on the transformative growth driven by AI, from data centers to edge devices.
• 4 business units are included: 1. Cloud Memory (CMBU): large hyperscale cloud customers and HBM for all data center customers. 2. Core Data Center (CDBU): OEM data center customers and storage solutions for all data center customers. 3. Mobile and Client (MCBU): mobile and client segments. 4. Automotive and Embedded Business (AEBU): automotive, industrial and consumer segments.
WW SSD demand reached the highest point of total 2024 shipment amount in Q4’24, and 2025 1H shipment is expected to stay at even higher level than the previous stage.
Flash Sufficiency: maintain at low level since 2024.
Price Trend: NAND flash price drops to a low level in Q4’24, yet a slight bound in 2025 is expected due to chip makers’ plan of production cut considering the general demand isn’t significantly strong, which is also affected by US uncertain tariff policy.
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 will stay at a relatively high place from spot price level considering consistent production cut on DDR4, and the spot price curve is gradually converging toward the contract price.
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