Monthly Memory & Flash Market Watch
December 2025
Anaflash advances embedded flash memory for next-gen smart edge devices with Samsung foundry
• Samsung Foundry is partnering with Anaflash to advance embedded flash memory technology for next-generation smart edge devices. The collaboration highlights Samsung’s strategic role in enabling startups with innovative semiconductor solutions, particularly through its 28nm process technology.
KIOXIA introduces EXCERIA BASIC M.2 2280 PCIe Gen4x4 SSD series
• The series strengthens KIOXIA’s consumer SSD lineup by offering PCIe 4.0‑level performance at a highly accessible price point. With speeds up to 7.3 GB/s and capacities up to 2 TB, it provides a compelling upgrade path for users moving from SATA or older PCIe 3.0 drives. Its combination of speed, affordability, and reliability positions it as a strong contender in the mainstream SSD market.
SanDisk reported strong financial performance for Fiscal 1Q26
• The robust revenue growth across the firm’s multiple business segments, including Hyperscaler engagement and rapid adoption of BiCS8 NAND, brings outperforming expectations. With a positive revenue outlook for Q2 and strengthened financial position, SanDisk is entering FY26 with solid operational footing and clear growth catalysts.
SK hynix earned top-tier OCP S.A.F.E. evaluation for its SSD solution
• The evaluation was enabled by Keysight Technologies’ expertise in security testing, highlighting a pioneering industry partnership that strengthens SK hynix’s credibility in secure storage solutions.This recognition positions SK hynix as a trusted supplier in the global storage ecosystem, addressing growing supply chain risks and cybersecurity challenges driven by cloud adoption and AI workloads.
Micron plans $9.6 billion HBM fab in Japan as AI memory race accelerates
• The investment underscores the rapidly growing demand for HBM driven by AI accelerators from NVIDIA, AMD, and other major chipmakers.The facility’s 2028 production timeline aligns with the next wave of AI GPUs, giving Micron a clear runway to expand its HBM market share and secure long‑term supply partnerships.
SUPPLY TREND
2024-2025 Worldwide SSD Shipment
WW SSD demand recovers from relatively lower level in Q2, and is expected to stay at a higher level than current stage in 2026.
2024-2025 Worldwide DRAM Output
2024-2025 NAND Price Trend & Sufficiency Ratio
Flash Sufficiency: maintain at low level since 2024. Suppliers have strengthened their production reduction efforts, concentrating manufacturing resources on AI-related demand.
Price Trend: overall NAND flash price is expected to increase continuously in Q4 with enterprise and cloud service provider (CSP) demand surging—driven by AI infrastructure expansion and server upgrades.
2024-2025 DDR4 Price Trend & Sufficiency Ratio
DRAM Sufficiency: Supply has come under significant pressure from Q4’25 through 2026 1H, as manufacturers phase out DDR4 production and reallocate capacity toward high-demand applications from the CSPs. This shift has led to a pronounced tightening in overall DRAM availability.
Price Trend: DDR4 prices remain high due to ongoing production cuts. Strong demand from CSPs and enterprise servers has tightened DDR5 supply, with manufacturers prioritizing DDR5 and HBM, driving prices up through Q4.
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."
