Zheng Quan Ri Bao Zhi Sheng·2025-06-17 13:14Core Viewpoint - The recent surge in DDR4 prices is attributed to a supply-demand imbalance caused by major international manufacturers reducing or halting DDR4 production while demand remains strong, creating a market vacuum for DDR4 products [1][2]. Group 1: Price Trends and Market Dynamics - DDR4 prices have seen significant increases, with 8GB and 16GB DDR4 modules experiencing daily price hikes of nearly 8%, which is considered rare [1]. - The contract prices for DDR4 modules in the second quarter are expected to rise by 13% to 18% for personal computers, and by 18% to 23% for servers, indicating a substantial upward revision from previous estimates [1]. Group 2: Demand Drivers - DDR4 remains a focal point of demand due to its compatibility with various applications, particularly in industrial control systems and automotive electronics, where DDR5's capacity is excessive and DDR3 is insufficient [2]. - Despite being in the later stages of its product lifecycle, DDR4 continues to play a crucial role in many sectors, suggesting its relevance will persist for several more years [2]. Group 3: Company Opportunities - Companies like 澜起科技 and 江波龙 are positioned to capitalize on the market gap created by the exit of overseas competitors, with both firms having capabilities to produce DDR4-related products [3]. - 东芯股份 is expanding its production capacity and client engagement across DDR3, DDR4, and low-power product lines, aiming to capture more market share [3]. - 澜起科技 is a leader in memory interface chips and is expected to see DDR5 chip shipments surpass those of DDR4 by 2024, benefiting from trends in AI and the memory interface industry's evolution [3].