DDR4价暴涨 南亚科、华邦乐

Group 1 - The price of DDR4 chips has surged dramatically, with DDR4 16Gb chips now priced at about double that of DDR5, marking a historic moment in the DRAM market [1][2] - In just two weeks, the spot price of DDR4 has increased by approximately 50%, and prices have more than doubled this season for various capacities [1][2] - Nanya Technology is currently the largest supplier of DDR4 globally, benefiting significantly from the price surge, while Winbond is also gaining from this trend [1][2] Group 2 - According to TrendForce, the latest spot price for DDR4 16Gb is $12, which is a 4.35% increase, while DDR5 16Gb is priced at $6.014, confirming that DDR4 is now about twice as expensive as DDR5 [2] - The average price of DDR4 16Gb has risen from $3.95 at the end of Q1 to the current price, indicating a twofold increase within a single quarter [2] - Nanya Technology and Winbond are expected to capitalize on the rising prices, with Nanya's DDR3 and DDR4 products accounting for over 80% of its revenue [2][3] Group 3 - Adata, a leading memory module manufacturer in Taiwan, anticipates a 30% to 40% increase in DDR4 contract prices for Q3 due to strong demand from customers [3] - Despite market fluctuations, Nanya's stock showed resilience, while Winbond's stock increased by over 3.4% amid the price surge [3]