Memory chip-related stocks experienced a sudden uptick during afternoon trading on Thursday, with Dawei Industrial (002213.SZ) skyrocketing to hit the daily limit-up within minutes. The rally extended across the semiconductor sector, with shares of BIWIN Storage (688525.SH), Longsys (301308.SZ), Puya Semiconductor (688766.SH), Tongyu Technology (300302.SZ), and Netac Technology (300042.SZ) all posting significant gains.
Industry Shift Away From DDR4 Sparks Market Reaction
The movement follows confirmation that U.S. chipmaker Micron Technology has begun notifying customers about plans to discontinue production of DDR4 memory chips. In official end-of-life (EOL) notices, Micron indicated it would completely phase out DDR4 shipments over the next two to three quarters. This development comes after South Korea’s two major memory manufacturers previously announced their own DDR4 production timelines.
Market Anticipates Supply Constraints and Price Increases
Industry analysts suggest the coordinated withdrawal of major memory producers from DDR4 manufacturing could lead to tightening supply conditions in the global semiconductor market. Historical patterns show that when dominant manufacturers sunset older memory technologies, it typically triggers:
- Short-term price increases for remaining inventory
- Accelerated adoption of next-generation DDR5 memory solutions
- Increased opportunities for secondary suppliers
The afternoon rally particularly benefited Chinese memory chip designers and module manufacturers that maintain DDR4-compatible product lines. Market participants appear to be positioning for potential supply chain realignments as the industry transitions toward newer memory standards. Trading volumes in semiconductor stocks surged to twice their 30-day average during the afternoon session, indicating strong institutional participation in the move.
Memory industry experts note that while DDR5 adoption has been gradually increasing, DDR4 still accounts for approximately 60% of the current DRAM market. The accelerated phase-out plans could compress the typical technology transition timeline, creating both challenges and opportunities across the memory ecosystem.
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