After the DRAM market has gone through an adjustment period of more than a year, Samsung plans to increase DDR5 memory production in the fourth quarter of this year in order to cope with the strong order demand for DDR5 that may appear next year.
Major DRAM manufacturers such as Samsung and SK Hynix are still cutting production capacity, but the cuts are mainly in DDR4 specifications.
It is reported that PC platforms such as Intel and AMD plan to launch new platforms next year to further promote and popularize DDR5 memory and attract consumers to upgrade from DDR4.
In addition to the consumer market, DDR5 memory is also sought after in the server market. Intel plans to launch the fifth-generation Emerald Rapids server platform before the end of this year. Coupled with the increased demand for AI servers in the future, DDR5 memory is expected to enter a period of rapid growth.
Quoting TrendForce in August this year as reporting that thanks to Intel’s Meteor Lake processors, which only support DDR5 and LPDDR5, DDR5 memory has become more popular and is expected to surpass DDR4 and become mainstream in the second half of 2024. Therefore, the average DRAM capacity is expected to grow by 12.4%.
