DDR 4，三星重要决定

Core Viewpoint - Samsung has decided to extend the production of DDR4 1z DRAM until December 2026, contrary to its previous plan to phase it out by the end of 2025, due to high demand and favorable cost conditions [2][3]. Group 1: Production Decisions - Samsung initially planned to stop DDR4 1z DRAM production by the end of 2025 but has now extended it to December 2026 [2]. - The decision to continue DDR4 production is influenced by the fully depreciated 1z production line, which allows for lower costs and significant contributions to profitability [2]. Group 2: Market Dynamics - Recent price surges in DDR4 DRAM are attributed to a decrease in chip supply, leading to increased short-term demand [3]. - Major DRAM manufacturers, SK Hynix and Micron, have reduced DDR4 DRAM production to boost HBM output, further tightening supply [3]. - As of late July, the price of PC-grade DDR4 8Gb chips rose by 50% to $3.9, with previous months showing significant price increases of 22.22%, 27.27%, and 23.81% [3]. Group 3: Future Implications - Samsung's decision to extend DDR4 production may alleviate current shortages, although prices are expected to stabilize rather than decrease [3]. - The extension indirectly indicates that Samsung's plans to expand HBM production are not progressing as expected [3].