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DDR 5,开始降价了
半导体行业观察· 2026-03-17 02:27
公众号记得加星标⭐️,第一时间看推送不会错过。 DDR终于有所缓解,但价格在未来几个月会继续下跌吗?让我们拭目以待。 RAMpocalypse(内存危机)已经持续数月,尽管在情况恶化前几个月价格就已经开始上涨。DRAM 短缺的影响遍及全球,目前DDR5内存套装的价格似乎已稳定在之前的4-5倍左右。在一些地区,价 格仍在逐步上涨,而在另一些地区,价格则出现了小幅下降。 根据3D Center收集的数据,DDR5 内存的价格在本月显著下降。令人惊讶的是,自 2025 年 7 月以 来,3 月份是 DDR5 内存价格唯一出现下降的月份。3D Center 的图表使用了 Gheizal 的数据, Gheizal 追踪了多家德国零售商的硬件价格。因此,这些数据清晰地反映了德国当前的 DRAM 市场 状况。 以7月份的价格为基准,接下来的两个月DDR5内存价格略有上涨。进入10月份后,平均价格上涨了 15.8%。这其中包括8GB、16GB、24GB、32GB和48GB等不同规格的DDR5内存套装。11月份价格 涨幅惊人,达到49.5%,而12月份价格涨幅更是高达93%。1月份价格上涨了27.6%,但2月份价格保 持稳定。 ...
DDR4涨疯了,大家被逼转向DDR 3
半导体行业观察· 2026-01-17 02:57
Group 1 - The article discusses the rising trend of using older hardware, specifically DDR3 memory, in China due to the skyrocketing prices of DRAM, with some system integrators opting for Intel X99 motherboards that support DDR3 memory [1] - Demand for motherboards supporting DDR3 memory surged by 100% to 200% last year, primarily driven by the high prices of DDR5 memory, indicating a potential continuation of this trend in the foreseeable future [1] - The price of DDR4 memory has also started to rise due to unexpected demand, making it less attractive for budget-conscious users, while manufacturers are gradually halting DDR4 production to focus on more profitable DDR5 memory [2] Group 2 - The sharp increase in memory prices is expected to significantly impact IT infrastructure budgets, with analysts warning that the cost surge will soon affect the entire supply chain [3] - Memory module prices for commonly used capacities (16 GB, 32 GB, 64 GB, and 128 GB) are projected to rise by an average of 63% between September and December 2025 [3] - The cost of storage components, including SSDs and HDDs, has also risen by 30% to 40% since September, compounding the pricing pressure on overall infrastructure systems [4] Group 3 - Companies facing IT budget pressures and ongoing digital transformation challenges may need to reassess their budgets and timelines for infrastructure updates or expansions [5] - Concerns have been raised about the potential impact on cloud service providers, who operate large data center infrastructures and may pass on cost pressures to enterprise customers [5]