业内人士称DDR4涨价效应仍可持续到2025年底

Core Viewpoint - The price increase effect of DDR4 DRAM is expected to last until the end of 2025, driven by supply constraints and strong demand from terminal customers [1] Group 1: Market Dynamics - Major memory manufacturers have announced plans to halt DDR4 production, leading customers unable to upgrade to seek new DDR4 suppliers [1] - There is a strong sales momentum for DDR4, with terminal customers actively placing orders in the second quarter, which is expected to continue into the second half of the year [1] - Current spot prices for DDR4 have surged, even surpassing those of DDR5, indicating robust market demand [1] Group 2: Future Projections - DDR5 usage is anticipated to grow gradually each quarter, suggesting a shift in market dynamics [1] - It is projected that the price increase momentum for DDR4 will begin to slow down starting in the first quarter of 2026 [1]