原文标题： Memory Shortages Are Actually So Terrible That Samsung Is Shifting HBM Production Towards DDR5, to Ensure That It Gets “Maximized Profits” 原文连结： https://reurl.cc/1kXejV 发布时间： Dec 8, 2025 at 09:07am EST 记者署名： Muhammad Zuhair 原文内容： Samsung is considering a drastic shift in DRAM production lines to meet the demand for DDR modules, ensuring maximum profits in the ongoing memory supercycle. Samsung Sees A 'Greater' Opportunity With DDR5 Over HBM Modules, But Most of the Production Will Go Towards AI The memory shortages have reached an 'unprecedented' level, to the point where some of the RAM modules out there have crossed the $1,000 barrier, and by the looks of it, the supply is expected to remain constrained for several quarters ahead. In light of this, DigiTimes reports that one of the largest DRAM producers, Samsung, is looking to diversify its production by allocating a larger portion of output to DDR and LPDDR modules, as competition in the HBM segment has forced the Korean giant to take a hit on profitability. Meanwhile, DDR5 spot prices are reaching new highs with each passing day, giving the firm an optimal opportunity. Related Story “PC Manufacturers Are Helpless With Memory Shortages,” as a Supply Chain Source Claims That Newer Products Will Be Much More Expensive The official price of a 64GB RDIMM has risen from about US$265 in the third quarter of 2025 to US$450 in the fourth, nearly a 70% jump. DDR5 is now contributing more profit to Samsung than HBM3E, and future quarterly price increases could push modules toward US$500. Samsung is expected to allocate a larger portion of production lines to the 1c DRAM technology, opening up more room for DDR5, LPDDR5X, LPDDR6, and GDDR7 modules. More importantly, the firm now sees a massive 75% gross margin with RDIMMs. The capacity shift will ultimately enable the Korean giant to earn more from the general-purpose DRAM segment than from HBM, but if you think gamers would benefit from this move, you might be wrong. Most of the production is expected to be allocated towards the AI segment, notably for CSPs and AI giants involved in data center buildouts, which will leave the consumer market in trouble. SK Hynix Preps Large-Scale DRAM Price Hike, DDR5 Up To 20% Expensive 1 This is one of the reasons why Micron decided to exit the consumer business, as demand from AI brings heavier gross margins and ultimately ensures that DRAM suppliers capitalize on the most out of this supercycle. It would be interesting to see how the situation turns out for gamers, as the market doesn't appear to be improving for now. Gemini翻译 三星考虑大幅调整 DRAM 生产线以满足 DDR 模组的需求，确保在正在进行的记忆体超级 周期中实现最大利润。三星认为 DDR5 比 HBM 模组有「更大的」机会， 但多数产能将流向 AI 领域记忆体短缺已达到「前所未有」的程度， 以至於市面上一些 RAM 模组的价格已突破 1,000 美元大关，而从目前来看， 预计未来几个季度供应仍将受限。监於此，《电子时报》（DigiTimes）报导， 作为最大的 DRAM 制造商之一，三星正在寻求多元化生产，计划将更大比例的产能分配给 DDR 和 LPDDR 模组。这是因为 HBM 领域的竞争， 已迫使这家韩国巨头的盈利能力受到冲击。 同时，DDR5 的现货价格逐日创下新高，为该公司提供了最佳的获利机会。 64GB RDIMM（伺服器记忆体）的官方价格已从 2025 年第三季的约 265 美元上涨至第四 季的 450 美元，涨幅接近 70%。DDR5 现在为三星贡献的利润已多於 HBM3E，且未来季度 的价格上涨可能将模组价格推向 500 美元。三星预计将更大比例的生产线分配给 1c DRAM 技术，从而为 DDR5、LPDDR5X、LPDDR6 和 GDDR7 模组腾出更多空间。更重要的是 ，该公司目前预计 RDIMM 的毛利率高达 75%。产能的转移最终将使这家韩国巨头从通 用型 DRAM 市场赚取比 HBM 更多的利润，但如果您认为游戏玩家将从中受益，那可能就 错了。大部分产能预计将分配给 AI 领域，特别是参与数据中心建设的 CSP（云服务供应 商）和 AI 巨头，这将使消费者市场陷入困境。 这也是美光（Micron）决定退出消费业务的原因之一，因为 AI 带来的毛利率更高，最终 能确保 DRAM 供应商在这波超级周期中获得最大收益。对於游戏玩家而言，情况将如何发 展会很有趣，因为目前市场状况看来并不会改善。 心得/评论： 三星目前传出考虑将更大比例的产能分配给DDR及LPDDR模组 , 因为HBM竞争持续激烈 考量到获利能力，加上DDR5现货价格逐渐创高 , 三星将有机会从DDR及LPDDR部分获得 不少的盈利。 这个昨天digitimes就传出这消息 , 看起来市场还在消化消息的真实性 毕竟三星真的有可能将产线重新分配给DDR跟LPDDR吗? --

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