三星紧急取消停产DDR4！

Core Viewpoint - The article discusses the current transition in the memory market, particularly focusing on the rising prices of DDR4 memory due to anticipated production halts and supply shortages, with prices doubling within a month [1][3]. Group 1: Market Dynamics - The memory market is experiencing a significant shift, with expectations that manufacturers will phase out DDR4, leading to concerns about product shortages and price increases [1]. - Samsung initially planned to stop DDR4 production by the end of 2025 but has now decided to continue production until December 2026 due to strong demand for DDR4 [3]. - The price of consumer-grade 8Gb DDR4 reached $3.9 by the end of July 2025, marking a 50% increase from June [3]. Group 2: Competitive Landscape - Samsung's decision to extend DDR4 production is partly due to its lag in the HBM (High Bandwidth Memory) sector compared to competitors SK Hynix and Micron, which has limited HBM's profitability [3]. - The recent price surge in DDR4 has been exacerbated by SK Hynix and Micron's expansion in HBM production, which has reduced DDR4 capacity [3]. - As of June 23, the price for DDR4 16Gb reached $12, while the same capacity for DDR5 was priced at $6.014, indicating a significant price disparity [4].