【产业信息速递】DRAM,大洗牌

北京半导体行业...
15 Jul

(信息来源:工商时报)全球DRAM市场进入结构性转折阶段,前四大原厂三星、SK海力士、美光与中国大陆长鑫存储敲定DDR4产品停产计划(End of Life, EOL),加速将产能转向DDR5与高频宽记忆体(HBM)等先进制程产品,记忆体市场供需结构正面临剧烈变动。根据供应链接获原厂EOL时程,三星于2025年6月完成DDR4芯片最终接单,并于同年12月中上旬完成模组出货。 SK海力士推估,...

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