DRAM大宗交易价格5月上涨10%

Group 1 - The Japanese government is considering adjustments to the tax exemption policy for small imported goods, currently exempting goods under 10,000 yen from consumption tax and tariffs, which supports companies like "Temu" and "SHEIN" [1] - DRAM prices have been rising continuously, with the price of the benchmark 8GB DDR4 product reaching approximately $2.06, marking a high since August 2024, and the 4GB product increasing to about $1.57, both showing a 10% increase for two consecutive months [1][2] - Major DRAM manufacturers, including Samsung, SK Hynix, and Micron, are expected to halt or reduce DDR4 production due to supply constraints, leading to increased prices [2] Group 2 - The production of DDR4 by Taiwanese companies Nanya Technology and Winbond is lower than the impact of the three major manufacturers' production cuts, contributing to supply tightness [2] - China's ChangXin Memory Technologies (CXMT) is increasing DDR4 production, which is affecting the market share of the three major manufacturers in China [2] - The three major manufacturers are also focusing on producing high-bandwidth memory (HBM) for generative AI applications, with SK Hynix leading the HBM market share at 36% as of early 2025 [2] Group 3 - There is uncertainty regarding the upward trend in DDR4 prices due to weak demand for PCs and smartphones, with prices having been in a downward trend since September 2024 before the recent surge [4] - Some industry voices express concern that the current rate of price increase is too rapid [4]