DDR4，价格翻番

Group 1 - The core viewpoint of the article highlights the significant increase in DRAM prices, which have doubled within a month due to expectations that Chinese manufacturers will cease production of DDR4 and shift towards next-generation DDR5 products [2][3] - The wholesale price of DDR4 8Gb reached approximately $4.12, and the 4Gb product price was around $3.14, both of which are double the prices from the previous month [2] - The price surge is attributed to the anticipated reduction in DDR4 production by major manufacturers like Samsung, SK Hynix, and Micron, alongside the shift of Chinese manufacturers towards DDR5, leading to widespread concerns about DDR4 shortages [3] Group 2 - The article notes that the three major DRAM manufacturers are transitioning to DDR5 and AI-related HBM products, which has contributed to the upward price trend since early spring [3] - The expectation of ongoing shortages has prompted buyers to rush to procure DRAM, resulting in negotiations favoring sellers [3] - The article mentions that only a few manufacturers, such as Nanya Technology from Taiwan, remain capable of supplying DDR4, further exacerbating the supply concerns [3]