Affected by the shortage of relevant resources on the supply side, the prices of LPDDR5X/4X and channel DDR5 have been comprehensively raised.

The suction effect of the server market on storage continues to ferment, and consumer customers with supply quotas are seeking various resources supplies from the original factory, including secondary DRAM. With limited production capacity, it will become increasingly difficult for memory manufacturers to obtain upstream resources in the near future. This week, prices for LP5X/LP4X and DDR5 memory modules throughout channels have been adjusted upwards. Following the selection of LPDDR5X as the memory configuration for Grace CPU, NVIDIA's Vera CPU continues to use this solution. AMD has also confirmed that their next generation Verano CPU will introduce LPDDR5X for the first time. As server CPU solutions based on LP5X are gradually being mass-produced and entering the stage of large-scale commercial promotion, LP5X is accelerating its penetration into the server market. in response to the significant increase in demand for high-frequency LP5X in the server market, overseas original factories are also continuously tilting more LP5X production capacity towards the server market and rapidly tightening supplies for consumer terminals such as smartphones and PCs.