DDR 4价格飞涨，从业者：十年未见

Core Viewpoint - The recent surge in DDR4 DRAM spot prices, with increases of nearly 8% in a single day, indicates a significant market shift, driven by supply constraints and increased demand from OEM/ODM manufacturers [1][2]. Price Trends - DDR4 8Gb (1G×8) 3200 spot price rose from an average of $2.73 on May 30 to $3.775, marking a 38.27% increase in just half a month [2]. - Since March 31, the price has skyrocketed from $1.63 to nearly 1.32 times its original value [2]. - DDR4 16Gb (1G×16) 3200 spot price increased from $6.1 to $8.2, reflecting a 34.42% rise in June alone and over 1.07 times since March 31 [2]. Market Dynamics - Major manufacturers like Samsung and Micron are shifting focus to DDR5 and high-bandwidth memory (HBM), leading to a reduction in DDR4 supply, which is contributing to the price surge [1][2]. - The current DDR4 prices have surpassed those of higher-spec DDR5, indicating a rare price inversion [1]. Company Performance - Nanya Technology and Winbond, key suppliers of DDR4, are expected to benefit from the rising prices, with Nanya's revenue heavily reliant on DDR3 and DDR4 [3]. - Nanya is reportedly increasing its investment in DDR4 production capacity, breaking industry norms to capitalize on the growing market opportunity [3]. - Memory IC design firms like Etron Technology and Gigabyte are also beginning to receive customer orders, suggesting a positive outlook for their operations [3].