DDR4价格又飙 现货价两天再涨逾12%

Core Viewpoint - The DDR4 spot prices have surged significantly, with a notable increase of over 20% in just three trading days, driven by strong demand and supply constraints in the market [1][2]. Group 1: Price Movements - On June 17, the DDR4 16Gb (1G×16) 3200 spot price rose by 6.32%, while the DDR4 4Gb (512M×16) saw an increase of 8.77% [1]. - In the past two trading days, the DDR4 16Gb and 8Gb prices increased by 12.8% and 16.13%, respectively, compared to the previous week [2]. - The cumulative increase in DDR4 spot prices over the last three trading days has reached approximately 20% [1]. Group 2: Market Dynamics - The DRAM market typically exhibits a "buy high, sell low" behavior, leading to heightened buying activity as major manufacturers exit DDR4 production [1]. - The phenomenon of "hoarding" has become prevalent in the market due to urgent customer demand, exacerbating the tightness in the spot market [2]. - Although there is still some inventory available, the panic buying is making inventory management increasingly challenging for manufacturers [2].