DDR 4，正在消逝

Core Viewpoint - DDR4 memory prices are rising due to reduced supply rather than increased demand, as major DRAM manufacturers shift focus to DDR5 production [2][4]. Group 1: DDR4 and DDR5 Transition - DDR4 memory is losing its role as a market trend indicator due to the accelerated transition to DDR5 in the PC and server markets [2]. - Major DRAM manufacturers, including Samsung, SK Hynix, and Micron, are continuously reducing DDR4 production as the market increasingly supports DDR5 [2][3]. - Intel's latest server processors have completely stopped supporting DDR4, further pushing the market towards DDR5 adoption [2]. Group 2: Performance and Demand Drivers - The explosive growth in demand for artificial intelligence (AI) and high-performance computing (HPC) is driving the transition to DDR5, which offers 1.5 to 2 times the transmission speed and 30% better energy efficiency compared to DDR4 [3]. - Market research firm TrendForce predicts that DDR5 will account for over 50% of all PC and server DRAM shipments in the second half of this year [3]. Group 3: Market Dynamics and Future Outlook - The current price increase of DDR4 is attributed to supply reduction rather than demand increase, indicating that the market is not recovering [4]. - The global memory semiconductor market is expected to maintain stable growth through 2026, with DRAM and NAND flash performing well due to balanced supply and demand [6]. - The demand for DRAM is projected to grow by 19.3% in 2025, slightly above the industry production growth rate of 18.1% [6]. Group 4: Investment in Next-Generation DRAM - Major memory manufacturers are accelerating investments in 1c DRAM, with Samsung and SK Hynix planning to ramp up production lines [7][8]. - Micron is also expected to speed up investments in 1c DRAM, supported by significant subsidies from the Japanese government [9].