长鑫DDR4内存已近乎断供，原因曝光！

Core Viewpoint - Changxin Storage plans to cease production of DDR4 memory and shift focus entirely to DDR5 and HBM technologies, with an expected end of life (EOL) for DDR4 products by mid-2026 [1][2]. Group 1: Production Changes - Changxin Storage will issue an EOL notice for DDR4 products in Q3, with reports indicating that DDR4 products are already nearly out of stock in the market [2]. - The company will no longer develop standard DDR4 products, retaining only some production lines for Gigabyte Innovation to ensure supply for the consumer market [2]. - In addition to DDR5, Changxin is reportedly developing a high-end HBM solution, likely HBM3, driven by government policies urging major chip manufacturers to align with national goals, particularly in AI and cloud infrastructure [3]. Group 2: Market Trends - International competitors like Samsung, Micron, and SK Hynix have also been reducing their DDR4 product offerings, with SK Hynix planning to decrease its DDR4 production share from 40% in Q2 2024 to 30% in Q3 and further to 20% in Q4 [4]. - Samsung has initiated a reduction in DDR4 production, reallocating capacity to advanced products like DDR5 and LPDDR5 [5]. Group 3: Future Projections - Changxin Storage's DDR4 and LPDDR4X DRAM chips are primarily produced using 17-18nm process technology, with expectations that the company will hold a 13% share of the global DRAM market capacity in 2024, contributing 6% to global shipment volume and 3.7% to sales [6]. - By 2025, Changxin Storage's production capacity is projected to reach levels comparable to Micron Technology [7].