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2025年Q3,DRAM价格上涨
半导体芯闻· 2025-07-07 09:49
Core Viewpoint - The article discusses the anticipated price increases in the DRAM market due to shifts in production capacity and demand dynamics, particularly focusing on DDR4 and DDR5 products, as well as the impact of EOL (End of Life) policies on supply and pricing trends [3][4][5]. Group 1: DRAM Market Dynamics - Major DRAM manufacturers are shifting production towards high-end products, leading to a projected price increase of 10% to 15% for conventional DRAM in Q3 2025, with an overall increase of 15% to 20% when including HBM [3]. - Demand for DDR4 remains strong, with expectations of a price increase of 40% to 45% for consumer DDR4 in Q3 due to limited supply and prioritization of server applications [3][4]. - The supply of PC DDR4 is constrained by manufacturers' EOL policies and increased demand from cloud service providers, leading to a forecasted price increase of 8% to 13% for PC DRAM in Q3 [4][5]. Group 2: Server and Graphics DRAM Trends - The server DRAM market is experiencing increased demand driven by data center construction and AI server deployments, with price increases expected to be between 3% and 8% in Q3 [5]. - The graphics DRAM segment is seeing strong demand from NVIDIA's new generation graphics cards, with GDDR6 experiencing significant price increases due to supply constraints, while manufacturers are transitioning to GDDR7 [5].