DDR4 price surges DRAM for the first time in history, the previous generation of the price is twice as expensive as the latest specifications, Nanyako and Huabon Le
DDR4's current price continues to rise. On the 23rd, the DDR4 16Gb chip's current price was about twice the price of DDR5, which had a 16Gb capacity but a more advanced specification. It is the first time in DRAM's history that the previous generation of products was 100% higher than the latest specification.
The current price of DDR4 has increased by about 50% in just two weeks. Since the current quarter, the prices of each capacity have surged by more than twice. Nanya Co., Ltd. is now the world's largest DDR4 supplier, and has reported huge profits, and China has also benefited from it.
Industry insiders bluntly stated that although the previous generation of DRAM chips had relatively small supply and were quite expensive, the price of DDR4 chips, which is also 16Gb, is actually twice as expensive as DDR5, which is a "historical moment". It also highlights that the DDR4 market is currently in a serious supply shortage, and the downstream is willing to chase prices and sell goods and continues to be high.
time returned to mid-to-late May. Although the DDR4 price began to rise, the price was still lower than DDR5. Until the "report reverse" market appeared in early June, the current DDR4 price surpassed DDR5, and the market chasing prices became even more popular. It took only about two weeks to catch up with DDR4's current price to catch up with DDR5.
According to the latest price of DRAMeXchange, a professional DRAM reporting website under the research and development agency TrendForce, the current price of DDR4 16Gb (1Gx16) 3200 continued to be 4.35%, with an average price of US$12. In comparison, the DDR5 16G (2Gx8) 4800/5600, which has the same 16Gb capacity, is 6.014 US dollars. The DDR4 price is about twice the price of DDR5, which shocks the industry.
time goes further. In the last trading day of the first quarter of this year, the average current price of DDR4 16Gb (1Gx16) 3200 was US$3.95, which is comparable to the latest price on the 23rd. The price has increased twice in less than a quarter. The DDR4 8Gb (1Gx8) 3200 rose from $1.63 to $5.2 on the 23rd, with a surge of nearly 2.2 times.
The legal person is optimistic that Nanyake and Huaguo are both major DDR4 suppliers and will use the free trader to report. Among them, Nanyake DDR3 and DDR4 account for 80% of the overall revenue share. Recently, the market has reported that Nanyake Hankan coded to invest in the DDR4 old-generation capacity expansion, breaking the memory industry's expansion into the new generation specifications, indicating that Nanyake has smelled the future DDR4 big business machines.
According to industry observation, DDR4's current price has been booming in the past two weeks, and the expected contract prices will be expected to rise and fall in the same time as the ships are rising. In addition, the original factories have all booked to fade out of the medium and low-end markets, and the supply is in short supply and the forecast continues.
Taiwan memory module Longtouwei Xiaoxiu is looking forward to customers who ship in large orders and other shipments. Under the strong demand for downstream preparation in advance, the DDR4 contract price in the third quarter has increased by 30% to 40%.
Stimulated by the sluggish price, Nanya Ke fell sharply on the 23rd, and the market turned red for a while, but it continued to be weak, and finally fell 0.5 yuan and closed 58.4 yuan. Its performance is still stronger: although it immediately rose after the price fell, it finally reversed by more than 3.4% and closed 19.6 yuan; the power was 5.4% and closed 98.9 yuan.
