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传华硕有意进军DRAM
半导体行业观察· 2025-12-26 01:57
公众号记得加星标⭐️,第一时间看推送不会错过。 据传华硕将于 2026 年进军 DRAM 制造领域,这将确保其 PC 产品线拥有稳定的内存供应。 当前的内存危机已经影响到个人电脑行业的方方面面,而个人电脑制造商对此却束手无策。大多数制 造商已经提高了产品价格,而内存短缺将导致未来几年产品交付延迟。 但 看 来 , 一 家 大 型 PC 制 造 商 正 计 划 进 军 DRAM 市 场 , 以 应 对 内 存 短 缺 问 题 。 据 波 斯 科 技 媒 体 Sakhtafzarmag爆料,华硕计划大规模进军DRAM市场,最早可能在2026年实现。这家媒体此前曾准 确爆料过AMD和英特尔的CPU相关信息。不过,我们建议读者对此消息持保留态度。 回到之前的传闻,据称如果内存价格和供应无法恢复正常,华硕计划在2026年第二季度末之前建立专 门的DRAM生产线。目前的报告预测,内存短缺将持续到2027年底,甚至可能延续到2028年。华硕 作 为 全 球 最 大 的 PC 厂 商 之 一 , 确 实 有 能 力 进 入 DRAM 市 场 , 但 即 便 如 此 , 为 他 们 专 门 建 立 一 座 DRAM生产工厂对他 ...
DDR4价格飞涨,厂商要重新生产
半导体行业观察· 2025-07-05 04:07
Core Insights - DDR4 memory prices have doubled in the past two months due to supply shortages, with 8GB DDR4-3200 chips now exceeding $5, up from $1.75 earlier this year [1] - Smaller manufacturers are starting to ramp up DDR4 production in response to rising prices, while larger manufacturers like Micron are unlikely to follow suit as they focus on DDR5 and HBM production [1] - The overall DDR4 memory market is expected to stabilize once smaller manufacturers resume production, but a return to previous price levels may take time [2] Group 1 - Major DRAM manufacturers, including Micron, Samsung, and SK Hynix, have announced plans to cease DDR4 production by the end of 2025, contributing to the price surge [1] - Nanya Technology, a Taiwanese memory manufacturer, is benefiting from the price increase due to its extensive DDR4 product lineup and limited DDR5 offerings [1] - The demand for HBM chips driven by the growth of artificial intelligence is causing major manufacturers to shift their production focus away from DDR4 [2] Group 2 - The DDR5 standard was officially introduced by JEDEC in 2020, and while Intel's latest CPUs support both DDR4 and DDR5, AMD's Zen 4 and later processors only support DDR5 [2] - Despite the transition to newer technologies, the widespread use of DDR4 in existing systems means that the technology will not disappear immediately [2]