{"id":677,"date":"2025-06-06T09:50:00","date_gmt":"2025-06-06T01:50:00","guid":{"rendered":"http:\/\/18.167.19.3\/?p=677"},"modified":"2025-06-12T00:21:36","modified_gmt":"2025-06-11T16:21:36","slug":"assessment-of-the-impact-of-ddr4-production-halt-wave-on-server-industry","status":"publish","type":"post","link":"http:\/\/www.timeswin.com.hk\/?p=677","title":{"rendered":"Assessment of the Impact of DDR4 Production Halt Wave on Server Industry"},"content":{"rendered":"
  1. Current Status and Reasons for DDR4 Production Halt<\/strong><\/li><\/ol>

    1. Production Halt Decisions<\/p>

    \u25cf Overseas Manufacturers (Samsung, Micron, SK Hynix): Announced halting DDR4 chip production due to profit issues, with some blaming Chinese manufacturers for dumping leading to unprofitability.<\/p>

    \u25cf Domestic Manufacturer (CXMT): Phased out DDR4 to make way for new products.<\/p>

    2. Timing of Supply Crisis<\/p>

    \u25cf DDR4 supply will face shortages starting from the second half of 2025.<\/p>

    3. Market Reactions<\/p>

    \u25cf Spot prices have soared since May 2025, with the price gap between DDR4 and DDR5 narrowing rapidly.<\/p>

    \"\"<\/figure><\/div>

    II. Direct Impact on Server Industry<\/strong><\/strong><\/p>

    1. Dependence on DDR4 in Existing Platforms<\/p>

    \u25cf Intel Whitley platform (transition platform), AMD Milan platform, and some domestic platforms still heavily use DDR4 memory.<\/p>

    \u25cf The extended lifecycle of Whitley platform to 2026 intensifies DDR4 demand contradictions.<\/p>

    • New Platform Adoption Barriers<\/li><\/ul>

      \u25cf Intel Eagle Stream and AMD new platforms lose attractiveness due to high DDR5 prices, leading to market neglect.<\/p>

      \u25cf Newly launched platforms (Intel Birch Stream\/AMD Turin) require DDR4 for BMC chips, creating compatibility risks.  <\/p>

      1. \u00a0Critical Technical Conflict: BMC Chip Compatibility<\/strong><\/li><\/ol>

        \u25cf Mainstream BMC chips (e.g., AST2600 and domestic alternatives) are all designed based on DDR4 chips.<\/p>

        \u25cf New platforms (Birch Stream\/Turin) require a 3-4-year life-cycle, forcing manufacturers to urgently seek alternatives due to DDR4 production halt.<\/p>

        IV. Industry Trends and Challenges<\/strong><\/strong><\/p>

        1. Demand-Supply Divergence<\/p>

        \u25cf DDR4 demand remains strong in 2025, but supply has sharply decreased, causing prices to rise continuously.<\/p>

        2. Strategic Shifts of Manufacturers<\/p>

        \u25cf Major firms focus on high-margin products: DDR5 and HBM (high-bandwidth memory).<\/p>

        3. Dilemmas of Server Manufacturers<\/p>

        \u25cf Face DDR4 shortages in 2025, with bulk demand nearing an end in 2026, but transitional costs and supply chain pressures surge.<\/p>

        Core Conclusion<\/strong><\/strong><\/p>

        The DDR4 production halt wave will trigger a 2025 server industry supply chain crisis:<\/p>

        \u25cf Both existing platforms (Whitley\/Milan) and new platforms (Birch Stream\/Turin) are impacted;<\/p>

        \u25cf BMC chip adaptation issues expose technical chain weaknesses;<\/p>

        \u25cf Manufacturers are forced to accelerate the shift to DDR5, but short-term rigid demand and price pressures are hard to resolve.<\/p>","protected":false},"excerpt":{"rendered":"

        The world\u2019s three major DRAM manufacturers, including Samsung, SK Hynix, and Micron, will stop producing DDR4, Nanya Technology and Winbond Electronics have seen significant gains.<\/p>\n","protected":false},"author":1,"featured_media":679,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[],"class_list":["post-677","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-news"],"_links":{"self":[{"href":"http:\/\/www.timeswin.com.hk\/index.php?rest_route=\/wp\/v2\/posts\/677","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.timeswin.com.hk\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.timeswin.com.hk\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.timeswin.com.hk\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.timeswin.com.hk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=677"}],"version-history":[{"count":1,"href":"http:\/\/www.timeswin.com.hk\/index.php?rest_route=\/wp\/v2\/posts\/677\/revisions"}],"predecessor-version":[{"id":680,"href":"http:\/\/www.timeswin.com.hk\/index.php?rest_route=\/wp\/v2\/posts\/677\/revisions\/680"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/www.timeswin.com.hk\/index.php?rest_route=\/wp\/v2\/media\/679"}],"wp:attachment":[{"href":"http:\/\/www.timeswin.com.hk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=677"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.timeswin.com.hk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=677"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.timeswin.com.hk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=677"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}