It is expected that China's DRAM factory will gradually stop production of DDR4 products, pushing DRAM current prices to rise, 1 times in one month, and the current prices to rise, which may push up DRAM bulk transaction prices (wholesale prices).

News reported on the 27th that due to the release of China's DRAM manufacturer Changxin Cash Technology (CXMT), will gradually stop production of DDR4, supply and demand may be tight in the future, boosting the current (spot) price of DRAM stock (spot) to rise and double. The current price of the index product DDR4 8Gb is around $4.9 per product on June 25, and it has been more than doubled in the past month. The price is still around $4.65 on June 27. The current price is booming and may push up bulk transaction prices.

The report pointed out that the current price can reflect supply and demand situations sensitively in real time, while the DRAM price has surged, mainly because the CXMT is scheduled to be gradually discontinued from production of DDR4 around mid-2026. CXMT is producing DDR4, following three global DRAM factories such as Samsung Electronics, SK Hynix, and Micron. However, three other major manufacturers such as Samsung are turning production from the decline in profitability DDR4 to the next-generation product DDR5 and AI HBM (high-frequency wide memory). The Electronic Products Merchants Department pointed out that in this context, CXMT will also diverge the expectations of producing next-generation products, "this makes people feel unexpected and inspired the DRAM market."

According to reports, DRAM stock trading is mainly used to adjust inventory and fill in short-term supply and demand gaps, accounting for less than 10% of the overall DRAM transaction volume. The "block transactions" that account for the majority of DRAM transaction volume are solders (memory manufacturers) and buyers (component manufacturers, module manufacturers) that finalize "block transactions" every month or quarter. The DDR4 8Gb bulk transaction price (wholesale price) in May was around US$2.06 per unit, with a surge of 10% in the second month.

KPMG FAS executive director partner Okamoto, who is familiar with semiconductor industry, said that DRAM current transactions are regarded as "an indicator of overall price trend" and the market generally believes that it will affect the direction of bulk transaction prices. Another electronic product merchant department pointed out that "at present, DRAM bulk transaction price estimates will continue to rise."