According to CFM's flash memory market analysis, in the fourth quarter of last year, the market for server DDR4 and DDR5 diverged, with the price difference between DDR4 and DDR5 of the same capacity widening from 70% in September to 90% in December. Based on cost considerations, some domestic Internet Plus-Related companies tend to revert to processor platforms supporting DDR4 for applications with relatively lower performance requirements, delaying the introduction of DDR5. To ensure continuity of supply, some manufacturers are considering increasing their stock of DDR4, and the lifecycle of Intel's Ice Lake and AMD's Milan supporting DDR4 is expected to extend to 2026. It is anticipated that the price performance of server DDR4 in the second half of 2025 will be relatively stable, with even a slight increase possible. (Star Daily)
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CFM:服务器DDR4需求或优于预期 2025年价格表现或将出现反转据
CFM: Demand for server DDR4 may exceed expectations, and price performance may show a reversal in 2025.
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