The demand for DRAM and NAND flash memory is booming, leading to significant revenue growth and price increases. While this is good news for tech companies, consumers may face higher costs for electronic products, potentially impacting demand.
Results for: NAND Flash
The rapid growth of artificial intelligence (AI) is driving significant increases in revenue for the DRAM and NAND Flash industries, as these memory and storage components are crucial for building the massive data centers and supercomputers needed to train complex AI models. This demand is expected to continue, boosting revenue by 75% for DRAM and 77% for NAND Flash in 2024, with further growth projected in 2025. While this surge presents opportunities for investment in new technologies, it also raises concerns about potential strain on the supply of raw materials needed for manufacturing.
Samsung Electronics, the global leader in memory technology, has commenced mass production of its one-terabit (Tb) triple-level cell (TLC) 9th-generation vertical NAND (V-NAND), solidifying its dominance in the NAND flash market. This groundbreaking innovation boasts a 50% increase in bit density compared to its predecessor, achieved through advanced ‘channel hole etching’ technology that enhances the productivity of the V-NAND’s double-stack structure.