DDR 4价格暴涨16%，面临缺货危机

Core Viewpoint - The global DRAM market is experiencing a significant supply shortage for DDR4, leading to price increases, particularly for Nanya Technology, which has raised its prices by 11% to 16% in August and anticipates further increases in Q4 [2][3]. Group 1: Market Dynamics - Major DRAM manufacturers, including Samsung, Micron, and SK Hynix, have begun to reduce DDR4 production to focus on future opportunities in DDR5 and HBM, resulting in a supply gap of 10% to 15% for DDR4 in the second half of this year [2]. - Despite a challenging consumer market, DDR4 prices are rising significantly, with both spot and contract prices showing strong upward trends [2]. Group 2: Company Performance - Nanya Technology reported a consolidated revenue of NT$53.52 billion in July, marking a 31.4% month-over-month increase and a 94% year-over-year increase, the highest monthly revenue in three and a half years [3]. - The company has been operating at full capacity since June, and its pricing strategy is more competitive compared to other major DRAM manufacturers, contributing to its recovery from nine consecutive quarters of losses [3].