DRAM spot prices double on reports of China DDR4 phaseout
> Samsung, SK Hynix and Micron are shifting away from DDR4 toward higher-margin DDR5 and high-bandwidth memory (HBM) -- a 3D-stacked memory chip essential for generative AI.
> Reports that #CXMT may also pivot toward these next-generation products "took the market by surprise," said an executive at electronics trading company.
https://archive.fo/2025.06.27-215900/https://asia.nikkei.com/Business/Tech/Semiconductors/DRAM-spot-prices-double-on-reports-of-China-DDR4-phaseout #DRAM #DDR4 #DDR5 #chips #China