Memory price increases

Latest update time：2023-12-05

Reads：

Source: Industrial and Commercial Times (Taiwan), Financial Associated Press, etc.

China Taiwan Business Times reported on November 29 that the strategy of reducing production and maintaining prices by major memory chip manufacturers has worked. The Q4 contract price quotations were better than market expectations. DDR5 rose by 15-20%, DDR4 rose by 10-15%, and DDR3 rose by 10%. The increase was better than 5-10% of original estimate.

A recent report from the Taiwan Business Times also pointed out that as international memory manufacturers such as Samsung and SK Hynix expand their production cuts, Micron's production cuts will continue until 2024. The industry expects that due to reduced supply and AI-driven demand, memory will The market is on the upswing, especially DDR5, which is moving towards mainstream specifications and is playing an important role in supporting market demand.

The industry expects that the memory market will be on the rise due to reduced supply and fueled by AI-driven demand. In particular, DDR5 is heading towards mainstream specifications and will play an important role in assisting market demand.

It is reported that DDR, LPDDR and GDDR are three memory specifications or standards based on DRAM. DDR has become the current mainstream memory for PCs and servers due to its performance and cost advantages.

In July 2020, JEDEC (Solid State Technology Association) officially released the final specification of the new generation of mainstream memory standard DDR5 SDRAM.

In order to meet the growing demand for efficient memory performance, DDR5 has achieved significant performance improvements compared to its predecessor DDR4, including faster transmission speeds, lower energy consumption, improved stability, greater memory density, and improved access efficiency.

A July research report by Zhang Liangwei of Soochow Securities and others pointed out that JEDEC (Solid State Technology Association) described DDR5 as a "revolutionary" memory architecture that caters to the storage and data challenges brought about by new technologies such as AI, cloud computing, and the Internet of Things. transmission requirements.

The current market is undergoing an upgrade from DDR4 to DDR5, and the popularity of DDR5 is expected to bring a new round of growth to the industry.

Disclaimer

All information and charts published on this platform are for reference only. The publication of these documents does not constitute an invitation or intention to acquire, purchase, subscribe for, sell or hold any shares. The profits and losses caused by investors' financial, securities and other investment projects based on the information, materials and charts provided by this website have nothing to do with this website. Except for original works, the articles, pictures, videos and music used on this platform belong to the original rights holders. Due to objective reasons, there may be improper use, such as some articles or part of the quoted content cannot be obtained from the original author in a timely manner. Contact, or the author's name and original source are incorrectly marked, etc., which is a non-malicious infringement of the relevant rights and interests of the original rights holder. We kindly ask the relevant rights holders to understand and contact us to handle it in a timely manner, so as to jointly maintain a good online creation environment.

XinTongshe

- SemiWebs -

Focus on semiconductors-mobile communications-artificial intelligence

Please press and hold the QR code below to follow XinTong News

▼

Partners

You may miss it for a lifetime. Why
don't you follow us soon?

Latest articles about

■Another domestic GPU company is preparing for listing!

■SMIC: Capacity utilization rate exceeds 90%

■SMIC, 15.6 billion yuan!

■Chip company officially announced four major acquisitions!

■A 60 billion giant has taken action, and there is another chip merger and acquisition!

■ByteDance's revenue in the first half of this year was US$73 billion, with international revenue growing by more than 60%. It is about to surpass Meta to become the world's second largest company in terms of advertising revenue, but its value is still underestimated.

■Suspended! Analog chip company, major acquisition

■AMD's counterattack! Data center revenue surpasses Intel for the first time in history

■Another storage giant lays off 50% of its employees!

■Trump: I will repeal the CHIPS Act