DDR4价格急速飙升！

Core Viewpoint - DDR4 memory prices have surged significantly, with a reported increase of approximately 50% in the latter half of May, driven by various factors including supply constraints and market dynamics [1][2]. Group 1: Price Trends - DDR4 spot market prices have experienced extreme fluctuations recently, with contract prices for 8GB and 16GB chips rising by 22% to 25% compared to early May [1]. - It is anticipated that DDR4 prices will continue to rise in the third quarter, with expected increases ranging from 10% to 20% [1]. Group 2: Supply Dynamics - Major manufacturers are shifting away from DDR4 production to focus on DDR5 and other higher-margin products, contributing to the price increase [1]. - Companies like Micron, Samsung, and SK Hynix have been pushed out of the DDR4 market by Chinese firms such as Changxin Storage, which offer lower prices [1]. Group 3: Geopolitical Factors - The ongoing US-China tensions and market uncertainties have added upward pressure on DDR4 prices, with companies stockpiling DDR4 due to US tariff policies [2]. Group 4: Market Segmentation - Despite the rising prices, some smaller suppliers may continue to produce DDR4, targeting industrial and embedded platforms that still require DDR4, such as Intel's Ice Lake and AMD's Milan server platforms [3]. - The profitability window for DDR4 is closing rapidly as major manufacturers exit the market, but there remains a niche for smaller players [3].