Micron Technology(US:MU) Di Yi Cai Jing·2025-05-30 07:54Core Insights - The storage industry is experiencing significant price increases for certain DRAM products, particularly DDR4 and DDR3, driven by production halts from manufacturers rather than increased demand [1][2][3] - Major manufacturers like Micron, Samsung, and SK Hynix are reportedly planning to cease production of DDR3 and DDR4 by the end of the year, leading to a supply shortage and subsequent price hikes [2][3][4] - The shift towards high-performance memory products, such as HBM and QLC NAND Flash, is becoming more pronounced as manufacturers adjust their production strategies to meet the demands of AI applications [7][8][9] Price Trends - Recent data indicates that various DDR4 products have seen significant price increases, with specific models experiencing rises of 3.95% to 15% in a single week [2] - The market has reacted to the news of potential production halts, resulting in a rush to stockpile DDR4 and LPDDR4 products, causing supply constraints and further price increases [3][4] Production Adjustments - Manufacturers are transitioning their production focus from older memory types like DDR3 and DDR4 to newer, more profitable products such as DDR5 and HBM, which are better suited for AI applications [7][8] - The NAND Flash market is also seeing price increases, particularly for MLC NAND Flash, due to reduced supply following production cutbacks by major players like Samsung [4][6] Market Outlook - Despite localized price increases, the overall storage market is expected to grow modestly by 1% to 2% this year, with some recovery anticipated in NAND Flash prices after a significant decline earlier in the year [6] - The emphasis on high-performance storage solutions is expected to continue, with companies like Micron and SK Hynix increasing their focus on HBM production to meet rising market demands [8][9]