三星HBM3e价格直降30% ！

Core Viewpoint - The article discusses the recent surge in memory prices, particularly highlighting the unusual decision by Samsung to initiate a price war on HBM3e memory, despite the overall market experiencing significant price increases [2][4]. Group 1: Memory Price Trends - Recent headlines indicate a dramatic increase in memory prices, with DDR4 experiencing even more substantial price hikes than DDR5 [2]. - HBM3e, a high-performance memory currently used in AMD and NVIDIA AI graphics cards, is set to be released in 2024, but Samsung is lagging behind competitors SK Hynix and Micron in this segment [4]. Group 2: Samsung's Pricing Strategy - Samsung, having only recently received NVIDIA's certification for HBM3e in September, is reportedly planning to reduce prices by 30% for certain customers to capture market share [4]. - The decision to lower prices on high-end HBM memory during a time of rising overall memory prices raises questions about the sustainability of the current price increases in the memory market [4]. Group 3: Market Demand and Production Capacity - Despite potential price reductions in HBM3e, it is unlikely that prices for general DDR and LPDDR memory will decrease quickly due to high demand and production capacity constraints [4]. - Even DDR4, which is considered less mainstream, has seen significant price increases driven by demand from sectors such as automotive and set-top boxes [4].