➀ DDR4 prices surge as manufacturers shift production to DDR5 and HBM for AI demands, creating supply shortages;

➁ A market inversion occurs where DDR4 becomes more expensive than DDR5 despite its older technology;

➂ Contract prices are projected to keep rising, pushing builders toward DDR5 for future systems.

➀ CXMT, China's leading DRAM manufacturer, plans to phase out DDR4 production by mid-2025 under government directives to prioritize AI and HBM3 development;

➁ The sudden shift caused a 150% price surge for 8GB DDR4 chips, with major players like Micron, Samsung, and SK hynix also ending DDR3/DDR4 production;

➂ CXMT's DDR5 chips face stability issues at high temperatures, raising concerns about their readiness for mass adoption.