Micron has notified customers that DDR4 has entered the EOL stageSupply is expected to gradually decrease in the next 6 to 9 months

In April this year, it was reported that Micron had begun to reduce the production of DDR4 and notified customers that it would no longer supply DDR4 memory modules for servers. It is rumored that SK Hynix also has similar plans to reduce the output of DDR4 production capacity and reduce its production share to 20%. In addition, Samsung also intends to do so and has informed customers that many DDR4 and LPDDR4 products will be discontinued. This shift by the three major original manufacturers reflects a broader industry trend.

According to Digitimes , Micron’s executive vice president and chief business officer Sumit Sadana confirmed in an interview that Micron has sent a notice to customers, informing them that its DDR4 and LPDDR4 will enter the EOL (End of Life) stage, and the supply is expected to gradually decrease in the next 6 to 9 months.

Sumit Sadana admitted that the market demand for DDR4 is still high, and the gradual discontinuation of production will cause a shortage of DDR4 and LPDDR4 supply, and the market price will even be higher than some DDR5 products in some cases. In order to solve the problem of supply imbalance, Micron will give priority to supplying long-term partners in the automotive, industrial and networking fields, where product supply stability and reliability are crucial. On the other hand, it is expected that as AI functions become more and more common, the demand for memory in PCs and mobile devices will increase moderately.

Although major memory manufacturers have begun to shift to DDR5 and LPDDR5 on a large scale, the market does not seem to be ready yet. Some smaller suppliers may get more opportunities in DDR4 and LPDDR4, but they may not have the scale and experience of major memory manufacturers, resulting in lower product quality and reliability.