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Status of the Memory Industry 2023 | Report | www.yolegroup.com
Status of the Memory Industry 2023
• Stand-alone memory technology - overview 118
o NAND technology trends 122
o DRAM technology trends 134
o Monolithic 3D DRAM – overview 146
o NOR and other stand-alone memory 151
• Memory players and supply chain 160
o Memory players – financial analysis 169
o Supply chain mapping 182
o 2022-203 business highlights 193
List of mergers & acquisitions and noteworthy news
• China’s memory business 202
Status and prospects, investments, competitive landscape
• DRAM modules and solid-state drives – overview 214
Technology and market trends for DIMMs and SSDs
• Memory packaging – overview 225
• Emerging non-volatile memory – overview 236
• Emerging storage and memory trends 245
o Computational storage 247
o Processing in memory 252
o Compute Express Link (CXL) 256
o DNA-based storage 261
• Embedded memory business – overview 265
• Conclusions 272
• About Yole Group 279
• Yole Group Corporate presentation 282
• Glossary and definitions 3
• Objectives 6
• Scope of the report 7
• Methodology & definitions 9
• About the authors 10
• Companies cited in this report 12
• What we got right, what we got wrong 13
• 3-page summary 15
• Executive summary 19
• NAND market forecast 45
Revenues, demand, shipments, ASPs, wafer production, capex…
• DRAM market forecast 53
Revenues, demand, shipments, ASPs, wafer production, capex…
• NOR and other stand-alone memory market forecast 61
Revenue forecast for NOR, (NV)SRAM, Emerging NVM, and more
• Memory demand forecast by end system 65
NAND and DRAM bit demand and average content in $ and GB
• Stand-alone memory market overview 73
• Memory market trends – overview by end markets 83
o Telecom & infrastructure (focus on data center) 86
o Mobile and consumer 93
o Focus on smartphones and tablets 94
o Focus on computing (desktop and laptop PCs) 100
o Focus on wearables and other consumer devices 106
o Automotive 111
