Nanya Benefits from DDR4 Shortage
Nanya Technology's general manager, Li Peiying, believes the DDR4 market still has potential, especially since major players have shifted focus.
Customers have been falling over themselves to lock in long-term orders, with the supply-demand gap for DDR4 now “a bit large”.
This shortage is driving a rebound in the memory market, fueled by AI's growing demand for memory and a shortage in non-AI markets.
- Samsung, SK hynix, and Micron have focused on high-bandwidth memory, DDR5, and potential DDR6.
- This shift has left DDR4 in short supply, increasing DDR5 prices.
Author's summary: Nanya profits from DDR4 shortage as others focus on newer technologies.
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