传三星推迟DDR4停产

Core Viewpoint - Samsung has decided to extend the production of DDR4 1z process DRAM until December 2026, reversing its previous plan to cease production by the end of 2025, primarily due to rising DDR4 prices and delays in HBM production capacity expansion [4][5]. Summary by Sections Samsung's Production Decision - Samsung's recent decision to continue DDR4 production until 2026 is a strategic move to maximize existing production capacity and profitability, especially as the 1z process production line is fully depreciated and has low production costs [5]. Market Dynamics - The price of PC DDR4 8Gb has increased by 50% to $3.9 as of late July, following a series of monthly increases of 22.22%, 27.27%, and 23.81% in April, May, and June respectively [6][7]. - The contract price for DDR4 8GB memory modules reached $26.5, surpassing the price of the newer DDR5 modules at $25.5, indicating a strong demand for DDR4 [7]. Supply and Demand Factors - The recent price surge in DDR4 is attributed to a decrease in overall supply and an uptick in short-term demand, as competitors SK Hynix and Micron have significantly reduced their DDR4 production [5][7]. - Some manufacturers are stockpiling DDR4 in anticipation of U.S. tariffs, while industries requiring long-term stability continue to rely heavily on DDR4 [5]. Market Trends - After a period of rapid price increases, the DDR4 market has entered a phase of stabilization, with some models experiencing price corrections in July, although certain models still face shortages leading to price spikes [8]. - The market dynamics may shift following Samsung's decision to delay DDR4 production cessation, potentially leading to new developments in the storage market [8].