三星暂停产品线生产,DDR4现货价格维持强劲涨势
TrendForce集邦·2025-12-31 09:12

Group 1 - The core viewpoint of the article highlights the significant price increase of DDR4 DRAM compared to DDR5, with Samsung confirming it will not delay its product end-of-life (EOL) plan, leading to a rapid decline in DDR4 supply by 2026 and consequently the highest price per Gb [2][3]. - The current trend in the DRAM spot market shows a continuous rise in prices, with a notable increase of 6.80% for mainstream DDR4 1Gx8 3200MT/s, from US$ 22.235 to US$ 23.746 during the week of December 24 to December 30 [3]. Group 2 - In the NAND Flash spot market, expectations of a price increase for Q1 2026 contracts have led to further price hikes in the spot market, although high current prices and weak consumer demand have caused some buyers to adopt a wait-and-see approach [6]. - Despite the optimistic outlook from spot sellers regarding future price trends, the market transaction volume remains subdued, with a 13.35% increase in the price of 512Gb TLC wafers, reaching US$ 13.055 during the same week [7].