DRAM指标产品价格1个月涨至2倍

Core Viewpoint - The price of DRAM, particularly DDR4 products, has surged dramatically due to supply concerns and a shift towards high-end products by Chinese manufacturers like CXMT, influenced by government policies supporting AI and cloud semiconductor production [2][6][7]. Group 1: Market Dynamics - The trading price of DRAM has doubled within a month, with 8GB DDR4 priced around $4.12 and 4GB at approximately $3.14, marking a significant increase and reaching the highest levels since July 2021 [4]. - The supply of DDR4 is expected to decrease as CXMT plans to phase out production by mid-2026, leading to heightened concerns about supply shortages [7]. - Major players in the DRAM market, including Samsung, SK Hynix, and Micron, control about 90% of the market share, and are also shifting focus towards DDR5 and high-bandwidth memory (HBM) due to price competition [7]. Group 2: Impact on Manufacturers - The rising prices of DRAM are beginning to affect the overall costs of final products, with manufacturers like VAIO expressing concerns about how to respond to the price hikes [8]. - Some PC manufacturers, such as ASUS and NEC, are adjusting their production plans in response to component shortages but do not currently plan to raise prices [8]. - The ongoing supply constraints have led buyers to accelerate procurement efforts, giving sellers a stronger negotiating position [7].