三大存储原厂暂停DDR5报价

Group 1 - The core viewpoint of the article highlights a significant increase in DRAM prices, particularly DDR5, driven by supply chain disruptions and heightened demand from cloud service providers [3][5]. - Samsung Electronics has paused the contract pricing for DDR5 DRAM in October, leading other manufacturers like SK Hynix and Micron to follow suit, which is expected to create a supply shortage [3][4]. - The article predicts that DDR5 prices will experience a "triple jump" increase of 30%-50% from Q4 this year to the first half of next year, with potential prices reaching $30 for 16Gb DDR5 by mid-2026 [3][4]. Group 2 - The current market dynamics have shifted to a seller's market for memory products, with manufacturers only providing quotes to long-term customers, thus limiting availability for others [3][4]. - The spot price for DDR5 has surged by 25% within a week due to the lack of contract pricing and supply constraints, with the price increasing from $7.68 to $15.5 in just one month, marking a 102% rise [4][5]. - TrendForce has revised its forecast for conventional DRAM price increases for Q4 from 8%-13% to 18%-23%, indicating strong demand from cloud service providers expanding their data center capacities [5].