三大厂商退出DDR4，存储芯片涨价潮再度来袭

Industry Overview - Trend Force data indicates that DDR4 prices increased by 53% in May, marking the largest monthly increase since 2017 [1] - Micron has confirmed plans to cease DDR4 production, with expected shipment halts over the next 2-3 quarters, primarily affecting the PC and data center sectors [1] - The global top three DRAM manufacturers (Samsung, SK Hynix, Micron) are all exiting the DDR4 market, with Samsung and SK Hynix also announcing similar production halts [1] Market Dynamics - HBM demand is expected to rise due to the boost from computing chips, leading to accelerated growth in the related supply chain [2] - Storage chips are benefiting from supply-side price increases and a return to normal inventory levels, with AI driving demand for HBM, SRAM, and DDR5 [2] - Overseas manufacturers plan to reduce mid-to-low-end production capacity by 10% to 15% by the end of 2024, while domestic manufacturers are iterating products to capture market share from exiting foreign competitors [2] Company Insights - Xichuang Data is positioned as a comprehensive solution provider driven by "end devices + storage + computing" [3] - GigaDevice is a leading domestic company in the storage chip sector, focusing on storage chips, microcontrollers (MCUs), and sensors [3] - Baiwei Storage is a domestic leader in storage modules, utilizing an "R&D and packaging integration" model to break technical barriers and target high-growth sectors such as AI terminals and smart vehicles [3]