The ongoing shortage of DDR4 memory has triggered a surge in prices. Although Taiwanese memory giant Nanya’s second quarter 2025 operations posted losses that were less severe than expected, downstream memory module manufacturers revealed that Nanya’s DDR4 production capacity will significantly increase in the second half of the year. However, its capacity for the next two quarters is already fully allocated. Meanwhile, Winbond plans to launch an 8Gb DDR4 product in October, with a planned output of only about 2,000-5,000 wafers. Industry insiders are optimistic that Nanya will maintain control over DDR4 8Gb market pricing and influence.

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