Market and Technology Trends

Status of the Memory Industry 2023

By Yole Intelligence

The memory market is primed for comeback as we exit 2023: $200B revenues forecast by 2025


Key Features

  • Description of technical trends andmanufacturing challenges, scaling roadmaps andplayers’ dynamics with a special focus on China.
  • Overview of the solid-state drive (SSD) andmemory module with their key protocols andinterfaces (e.g., DDR5, HBM3, CXL).
  • Breakdown of the memory market from asystem point of view, detailing present and futurememory needs for servers, smartphones, personal computers, SSDs, and vehicles.
  • Mapping of the stand-alone memory supplychain, analysis of M&A and joint ventures, and listof noteworthy news.
  • Overview of embedded memory technology andprogress towards in-memory computingapplications.

What's new

  • Technology trends analysis with focus on hybrid bonding for next-generation 3D NAND, DRAM, and HBM technologies.
  • Update on the challenges and prospects for the transition from planar to monolithic 3D DRAM.
  • 2022 financial analysis of IDM memory companies including Samsung, SK hynix, Kioxia, Western Digital, Micron, and Solidigm.
  • Update on the NOR Flash memory business: key players, growth drivers, applications, market share, revenue, and more.
  • Update on the Chinese memory business: China reactions to the October-2022 US exports controls, technology roadmaps for YMTC and CXMT, recent investments and players’ dynamics. 
  • Update on the challenges and prospects for the transition from planar to 3D monolithic DRAM.
  • Overview of technologies and players involved in persistent memory, processing-in-memory (PIM) and computational storage. 

Product objectives

  • Provide a comprehensive overview of the stand-alone memory market:​
    • NAND and DRAM market trends, including revenue and bit demand-shipment forecasts​
    • Market size and dynamics for other stand-alone memories: ​
    • Stand-alone NOR flash ​
    • Emerging NVM (PCM, MRAM, RRAM) ​
    • Other technologies: volatile and non-volatile SRAM, FRAM, EEPROM, EPROM, mask PROM/ROM, etc.​
    • China’s memory-market landscape​
    • Memory modules (incl. NVDIMM) and solid-state drives​
    • Processing in memory and computational storage
  • Present technology trends:​
    • Future developments, by technology​
    • Memory packaging technology trends​
    • Challenges and opportunities for emerging NVM ​
    • Scaling and functional roadmaps​
    • Storage and memory modules: technology and market trends

Do you have an account?

Sign in to your account to access your services