#Web3
【中國聚焦 AI 晶片自主，DRAM 價格一個月內暴漲一倍】隨著中國記憶體製造商轉向生產更高毛利的 AI 晶片，以加強先進半導體自給自足，市場預期標準型 DRAM 將短缺，價格已在一個月內翻倍。SK Hynix、三星與美光壟斷全球 90% DRAM 市場，未來若中國產能進一步轉移，或將造成 DDR4 記憶體全球供應壓力。
DRAM prices have doubled in a month as Chinese manufacturers shift focus from standard memory chips to AI-centric semiconductors to achieve tech self-reliance. The pivot toward high-margin chips could tighten DDR4 supply, as major players like SK Hynix, Samsung, and Micron dominate 90% of the global DRAM market. China’s ambition for chip autonomy may ripple through global memory markets.
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Full article https://asia.nikkei.com/business/tech/semiconductors/DRAM-prices-soar-as-China-eyes-self-reliance-for-high-end-chips