律动BlockBeats|6月 25, 2026 10:30
[Critini Analyst: Storage Market Unlikely to See a Full Collapse, HBM Demand to Absorb DDR Capacity]
BlockBeats News, June 25, Critini Research analyst Jukan stated that if future DDR memory supply increases, DDR prices may face downward pressure. In that case, manufacturers can hedge by shifting part of their DDR production capacity to HBM (High Bandwidth Memory) production capacity, thereby avoiding a significant price collapse across the entire storage market.
In other words, even if DDR5 prices eventually 'normalize' and return to previous levels—though personally, I believe the current DDR prices are likely to become the new norm—it does not mean the entire memory chip market will collapse as a result. The reason is that the massive demand for HBM will continue to absorb the production capacity originally used for general-purpose DRAM, thereby providing downward support for memory prices. [Original Link]
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