Samsung and Micron have successively stopped production of DDR4, and the price has surpassed DDR5

According to the latest quotes from DRAMeXchange, a DRAM professional quote website under TrendForce, a research organization, DDR4 spot prices soared across the board last Friday (June 13). DDR4 8Gb (1G x 8) 3200 rose by 7.8%, with an average price of $3.775; DDR4 8Gb (512M×16) 3200 rose by 7.99%, with an average price of $3.824; DDR4 16Gb (1G×16) 3200 rose by 7.9%, with an average price of $8.2.

Today, DDR4 prices are higher than those of higher-specification DDR5, showing a “price inversion”. The industry bluntly said: “The spot price of DDR4 is actually higher than that of the new generation DDR5. This phenomenon has not been seen for ten years.”

Since June alone, the spot price of DDR4 8Gb (1G×8) 3200 has risen from an average price of $2.73 on May 30 to the current $3.775, a surge of 38.27%. Since the beginning of this quarter, it has risen from $1.63 on March 31, and has soared nearly 1.32 times.

Samsung and Micron will stop supplying DDR4 one after another. The market is worried about the subsequent supply shortage, which has triggered a desire to buy at a high price. Mysterious buyers have made large-scale purchases of DDR4, which indicates that OEM/ODM manufacturers are making every effort to consolidate the supply of DDR4.

Analysts believe that as manufacturers’ technology becomes more advanced and depreciation decreases, the current spot price of DDR4 has not only crossed the break-even point of DRAM manufacturers, but the profits are also more attractive.