长鑫存储DDR4已近乎断供！

Core Viewpoint - Changxin Storage plans to cease production of DDR4 memory and shift focus to DDR5 and HBM technologies, driven by government policies aimed at aligning with national goals in AI and cloud infrastructure [2][3]. Group 1: Changxin Storage's Strategy - Changxin Storage intends to issue an End of Life (EOL) notice for DDR4 products, with a complete stop in supply expected by mid-2026 [2]. - The company will retain some production lines for DDR4 to support the supply for the consumer market through a partnership with Zhaoyi Innovation [2]. - Changxin is reportedly developing a high-end HBM solution, likely HBM3, to enhance its product offerings [2]. Group 2: Market Context - International competitors like Samsung, Micron, and SK Hynix have also been reducing their DDR4 production, with SK Hynix planning to decrease its DDR4 production share from 40% to 20% by Q4 2024 [2][3]. - Samsung has shifted some of its production capacity from DDR4 to advanced products like DDR5 and LPDDR5 [3]. Group 3: Future Projections - Counterpoint Research estimates that Changxin Storage will hold a 13% share of the global DRAM market capacity in 2024, with shipment volume and sales accounting for 6% and 3.7% of the global market, respectively [3]. - By 2025, Changxin Storage's capacity is expected to reach levels comparable to Micron Technology [3].