Recently,the semiconductor storage market has been dynamic,especially the contract price of DDR4 memory has risen beyond industry expectations,which has become the focus of the industrial chain.According to industry analysis,the contract price of DDR4 in the first quarter of 2026 is expected to increase by 90%,which is even higher than that of DDR5 products in the same period.It reflects that the memory chip market is undergoing structural adjustment,and a new game pattern is formed among production capacity,demand and price.
 

 

　　The core reason for the rising price of DDR4 lies in the active contraction of the supply side.As the world's three major storage manufacturers gradually shift their production focus to high value-added products such as DDR5,LPDDR and HBM,the capacity allocation of DDR4 continues to decrease.Samsung had previously planned to gradually stop DDR4 production by the end of 2025,but due to the continuous tight supply and demand in the market,the production suspension plan has been postponed until the end of 2026.The contraction of production capacity is directly reflected in the quotation.In the first quarter of 2024,the quotations of some manufacturers for servers,PCs and mobile DRAM have increased by 60%-70%compared with the previous quarter,and it is expected that the subsequent increase will continue.
 

 

　　At the same time of tightening supply,the demand side of the market also showed obvious structural changes.Cloud service vendors have become an important force in memory chip procurement,and their premium tolerance is significantly higher than that of traditional mobile phone manufacturers,with a gap of 50%-60%.The data predicts that in 2026,the demand for DRAM of general-purpose servers will increase by about 20%year-on-year,and the demand for NAND Flash will also increase by 19%.At the same time,with the deepening of the application of artificial intelligence,the demand for memory chips in AI servers has entered a stage of rapid growth,in which the demand for DRAM is expected to increase by 15%,and the demand for NAND Flash is more likely to exceed 70%.
 

 

　　Under this market background,the stable and reliable supply of DDR4 chips is particularly critical.Our company continues to pay attention to the storage industry trends and provide customers with competitive semiconductor products and supply chain support.If you need to know the specifications,prices and inventory trends of related chips,please contact us further for professional information.