In 2023, all major memory factories will deploy DDR5, and its penetration rate will help further improve supply and demand. The three major DRAM factories such as Samsung Electronics, SK Hynix, and Micron have mass-produced DDR5 in 2022, and the initial proportion of production capacity is still not high, and the penetration rate of DDR5 in the standard DRAM field in the fourth quarter of 2022 is about 15%. Industry insiders generally believe that the oversupply of memory in 2023 will gradually improve, the top three original manufacturers will give priority to DRAM prices, conducive to DRAM from the first quarter of 2023 to the bottom, but NAND Flash competition pressure is greater, it is expected that the market demand reversal may be delayed by 1~2 quarters.