公众号记得加星标⭐️，第一时间看推送不会错过。 记忆体大厂缩减DDR4 DRAM产能供应，造成市价疯涨，DDR4 16Gb现货价飙升至60美元天价，供 应链更传出，三星电子（Samsung Electronics）2025年第4季放缓DDR4停产（EOL）速度，2026年 第1季将与特定客户签订长期供货合约，且绑死供货条件「不得取消或更改」，确保三星产能调度获 得最大利润，主要应用于伺服器等级订单，也反映出2026年DDR4需求持续增温。 DDR4价格屡创历史天价，市场曾传出三星延后DDR4停产的臆测，但均遭到业界否认。三星发言体 系对此次有特定客户将签订「NCNR合约」的说法表示，无法评论客户相关的问题。 而近期释出的DDR4产能，并非重新架设产线，是针对部分尚未拆除的旧产线先踩刹车，且特定长约 至少将能绑定1年或以上；至于SK海力士（SK Hynix）的DDR4产能，也已保留给特定美系云端服务 （CSP）大厂，搭载于通用型伺服器的装设需求。 虽然三星可望暂时放缓DDR4停产，但仍主要锁定在伺服器应用，多数消费性业者想要排队签NCNR 的「入场券」都没有。 业界认为，三星释出产能，仍难缓解大缺货，无法满足2 ...

当AI 应用逐步从「训练」转向「推理」，对于高速资料储存与即时存取的需求大幅提升，必须仰 赖HBM 等记忆体，将资料持续供应给GPU 进行运算。 即便通用记忆体的效能不及HBM，市场对高效能通用记忆体的需求仍快速成长。在推理初期阶 段，工作负载多由GDDR7、LPDDR5X 等通用DRAM 处理，而HBM 则主要保留给更密集的推理 任务。 NVIDIA 在以推理为主的AI 加速器中采用GDDR7，便是一项代表性案例。 记忆体业者也计划透过开发AI 导向的高效能产品，延续「记忆体为核心」的产业趋势。举例来 说，记忆体内运算（Processing-In-Memory，PIM）技术，让记忆体可承担部分原本由GPU 执行 的运算工作。报导也指出，垂直通道电晶体（VCT）DRAM 与3D DRAM 等新技术，透过在更小 面积中储存更多资料来提升密度，预期将陆续导入市场。 如果您希望可以时常见面，欢迎标星收藏哦~ 随着人工智能需求快速攀升，记忆体价格大幅上涨，半导体产业的获利结构正出现变化。根据《韩 国经济新闻》报导，三星电子的记忆体部门，以及SK 海力士，预期在2025 年第四季的毛利率将 超越台积电，这将是自2018 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 来自digitimes 。 全 球 三大DRAM 原 厂 确 定 从 DDR4规格，转向先进制程产品。继 韩 系 两 大 记 忆 体 业 者 先 后 释 出 DDR4 停 产 时 程 ， 美 光 （ Micron ） 确 定 已 向 客 户 发 出 信 件 通 知 DDR4 将 停 产 （ EOL ， End of Life），预计未来2~3季陆续停止出货。 美光执行副总裁暨业务执行长Sumit Sadana接受DIGITIMES专访表示，DDR4将继续「严重缺 货 」 ， 未 来 美 光 DDR4/LPDDR4 DRAM ， 仅 会 策 略 性 针 对 三 大 领 域 长 期 客 户 持 续 供 应 ， 而 DDR5/LPDDR5产品正进入市场价格甜蜜点。 美光同步释出未来市场策略走向，会针对获利低于其他市场区块领域，提高定价能力，确保能增加 利润，并特别点出移动设备市场的产品定价和获利表现，均落后其他市场，将在未来几个月推升其 稳健及强势的定价能力。 记忆体大厂转换DRAM制程产能箭在弦上，先前尚未宣布DDR4停产规划的美光，也终于正式表 态。 Sad ...

Core Viewpoint - Major DRAM manufacturers are transitioning from DDR4 specifications to advanced process products, with Micron officially announcing the end of DDR4 production, expected to cease shipments over the next 2-3 quarters [1][2]. Group 1: Market Strategy and Product Transition - Micron has communicated to customers that DDR4/LPDDR4 will be phased out, primarily affecting PC, smartphone, and data center sectors, while focusing on long-term customers in automotive, industrial, and networking markets [2]. - The memory market is experiencing rapid cycles, with DDR4 and LPDDR4 showing significant price increases due to supply shortages, potentially surpassing DDR5/LPDDR5 prices [2][3]. - Micron aims to enhance pricing power in low-margin sectors and improve profitability, particularly in the mobile device market, which has lagged behind other sectors [1][2]. Group 2: Future Price Expectations and Demand - Micron anticipates continued price increases for memory products, with DDR5/LPDDR5 entering a favorable market phase, benefiting mainstream applications in mobile devices, PCs, and data centers [3]. - Strong demand from data centers and significant capital investments in AI-related expenditures are expected to sustain growth in the memory industry through 2026 [4]. - The introduction of AI functionalities in PCs and mobile devices is driving increased DRAM requirements, with smartphones transitioning from 8GB to 12GB or 16GB [5]. Group 3: Profitability and Investment Focus - Micron emphasizes that memory margins and pricing have substantial room for growth compared to other semiconductor sectors, aiming to ensure investments yield ideal returns [5]. - The company plans to reinvest profits into research and development and new investments to capitalize on overall industry growth trends [5].

全球记忆体市场进入剧烈变动期！据业界消息指出，三星电子已正式通知客户，将于2025年4月终 止1z制程8Gb LPDDR4记忆体生产（EOL，End of Life），并要求客户在6月前完成最后买进订单 （Last Buy Order,LBO），预计最迟于10月前完成出货。 来源：内容来自工商时报，谢谢。 业者分析，主要是因为因为中国大陆低阶手机采用的LPDDR4，已被陆厂拿走订单，三星未来将会 更聚焦LPDDR5以上的高阶产品。 此举也宣告DRAM产品结构再度洗牌，并反映韩系原厂正加速将产能转向高阶产品，如高频宽记 忆体（HBM）与DDR5。 台系记忆体厂因主力产品放在DDR4，法人预期，有望受惠于三星停产DDR4的动作。 业界人士指出，早在数月前，已传出三星有意停产部分DDR4产品，主要原因包括：一、为集中资 源于获利能力更高的HBM与DDR5产品线；二、陆厂持续扩张DDR4产能，并采取低价抢市策略， 导致市场竞争加剧与利润压缩。 此外，全球市场亦受到地缘政治因素干扰，美国总统川普于4月9日启动对等关税机制，拟对台湾 出口至美国的记忆体模组与SSD等产品课征32％关税。 如果您希望可以时常见面，欢迎标星收 ...

Core Viewpoint - The article highlights a significant price increase in the memory chip market driven by surging AI demand, with Micron announcing price hikes across all product categories due to tight supply and demand conditions, expecting growth to continue until 2025-2026 [1][3][5]. Group 1: Price Increase Announcement - Micron has issued a notice to its supply chain regarding price increases, affecting both spot market prices and contract prices for uncompleted orders, indicating a shift towards a seller's market in the memory industry starting from Q2 2025 [3][5]. - The price of NAND components has already seen increases exceeding 15%, with some items rising over 20% [4]. - This price adjustment is unusual as it is initiated by Micron without prior market reactions, suggesting strong confidence in the demand outlook [5][8]. Group 2: Market Dynamics and Future Outlook - The memory industry is expected to recover starting from Q2 2025, with Micron anticipating sustained growth due to unexpected demand increases across various business sectors, particularly driven by AI applications [5][6]. - Micron's pricing strategy will be based on product value and return on investment, reflecting the growing interest in its product portfolio [5][6]. - There are indications that some product categories are already facing supply shortages, which may lead to unfulfilled orders despite existing demand [7]. Group 3: Customer and Supply Chain Implications - Micron has stated that it will not accept extensions for additional orders and that all unshipped orders will automatically update to the new pricing after the effective date [6]. - The company is urging customers and distributors to provide long-term demand forecasts to help manage production capacity effectively [7]. - The overall memory market is transitioning into a seller's market, with Micron's actions likely prompting other manufacturers to follow suit in raising prices [3][5].