[新聞] Memory Shortages Are Actually So Terrible That Samsung Is Shifting HBM

看板Stock (股票)作者sayforever69 (買高賣低的韭菜貓)時間3小時前 (2025/12/09 22:55)推噓8(8推 0噓 15→)

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原文標題： Memory Shortages Are Actually So Terrible That Samsung Is Shifting HBM Production Towards DDR5, to Ensure That It Gets “Maximized Profits” 原文連結： https://reurl.cc/1kXejV 發布時間： Dec 8, 2025 at 09:07am EST 記者署名： Muhammad Zuhair 原文內容： Samsung is considering a drastic shift in DRAM production lines to meet the demand for DDR modules, ensuring maximum profits in the ongoing memory supercycle. Samsung Sees A 'Greater' Opportunity With DDR5 Over HBM Modules, But Most of the Production Will Go Towards AI The memory shortages have reached an 'unprecedented' level, to the point where some of the RAM modules out there have crossed the $1,000 barrier, and by the looks of it, the supply is expected to remain constrained for several quarters ahead. In light of this, DigiTimes reports that one of the largest DRAM producers, Samsung, is looking to diversify its production by allocating a larger portion of output to DDR and LPDDR modules, as competition in the HBM segment has forced the Korean giant to take a hit on profitability. Meanwhile, DDR5 spot prices are reaching new highs with each passing day, giving the firm an optimal opportunity. Related Story “PC Manufacturers Are Helpless With Memory Shortages,” as a Supply Chain Source Claims That Newer Products Will Be Much More Expensive The official price of a 64GB RDIMM has risen from about US$265 in the third quarter of 2025 to US$450 in the fourth, nearly a 70% jump. DDR5 is now contributing more profit to Samsung than HBM3E, and future quarterly price increases could push modules toward US$500. Samsung is expected to allocate a larger portion of production lines to the 1c DRAM technology, opening up more room for DDR5, LPDDR5X, LPDDR6, and GDDR7 modules. More importantly, the firm now sees a massive 75% gross margin with RDIMMs. The capacity shift will ultimately enable the Korean giant to earn more from the general-purpose DRAM segment than from HBM, but if you think gamers would benefit from this move, you might be wrong. Most of the production is expected to be allocated towards the AI segment, notably for CSPs and AI giants involved in data center buildouts, which will leave the consumer market in trouble. SK Hynix Preps Large-Scale DRAM Price Hike, DDR5 Up To 20% Expensive 1 This is one of the reasons why Micron decided to exit the consumer business, as demand from AI brings heavier gross margins and ultimately ensures that DRAM suppliers capitalize on the most out of this supercycle. It would be interesting to see how the situation turns out for gamers, as the market doesn't appear to be improving for now. Gemini翻譯三星考慮大幅調整 DRAM 生產線以滿足 DDR 模組的需求，確保在正在進行的記憶體超級週期中實現最大利潤。三星認為 DDR5 比 HBM 模組有「更大的」機會，但多數產能將流向 AI 領域記憶體短缺已達到「前所未有」的程度，以至於市面上一些 RAM 模組的價格已突破 1,000 美元大關，而從目前來看，預計未來幾個季度供應仍將受限。鑑於此，《電子時報》（DigiTimes）報導，作為最大的 DRAM 製造商之一，三星正在尋求多元化生產，計劃將更大比例的產能分配給 DDR 和 LPDDR 模組。這是因為 HBM 領域的競爭，已迫使這家韓國巨頭的盈利能力受到衝擊。同時，DDR5 的現貨價格逐日創下新高，為該公司提供了最佳的獲利機會。 64GB RDIMM（伺服器記憶體）的官方價格已從 2025 年第三季的約 265 美元上漲至第四季的 450 美元，漲幅接近 70%。DDR5 現在為三星貢獻的利潤已多於 HBM3E，且未來季度的價格上漲可能將模組價格推向 500 美元。三星預計將更大比例的生產線分配給 1c DRAM 技術，從而為 DDR5、LPDDR5X、LPDDR6 和 GDDR7 模組騰出更多空間。更重要的是，該公司目前預計 RDIMM 的毛利率高達 75%。產能的轉移最終將使這家韓國巨頭從通用型 DRAM 市場賺取比 HBM 更多的利潤，但如果您認為遊戲玩家將從中受益，那可能就錯了。大部分產能預計將分配給 AI 領域，特別是參與數據中心建設的 CSP（雲服務供應商）和 AI 巨頭，這將使消費者市場陷入困境。這也是美光（Micron）決定退出消費業務的原因之一，因為 AI 帶來的毛利率更高，最終能確保 DRAM 供應商在這波超級週期中獲得最大收益。對於遊戲玩家而言，情況將如何發展會很有趣，因為目前市場狀況看來並不會改善。心得/評論：三星目前傳出考慮將更大比例的產能分配給DDR及LPDDR模組 , 因為HBM競爭持續激烈考量到獲利能力，加上DDR5現貨價格逐漸創高 , 三星將有機會從DDR及LPDDR部分獲得不少的盈利。這個昨天digitimes就傳出這消息 , 看起來市場還在消化消息的真實性畢竟三星真的有可能將產線重新分配給DDR跟LPDDR嗎? -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 220.133.206.138 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1765292155.A.565.html

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