1/18/2026 11:54:52 PM
Key Information as of January 2026:
- In early June 2025, Micron notified PC/data center customers of DDR4/LPDDR4 end-of-life (EOL) plans, with phased discontinuation of consumer-grade, PC, and data center DDR4 supplies expected in Q1 2026.
- Server DDR4 module supply ceased; general-purpose DDR4 production scaled back, retaining only customized supply for automotive, industrial, and networking customers with long-term contracts.
- Production lines fully transition to DDR5, HBM, and advanced processes, accelerating phase-out of legacy 12nm and similar nodes.
- Severe supply shortages drive sustained price increases, with spot prices briefly exceeding DDR5 levels. June quotes projected to surge 50%-100%.
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