June 16, 2025 /SemiMedia/ — Micron Technology has confirmed it will phase out DDR4 production within the next two to three quarters, following similar decisions by the major South Korean memory makers. The move underscores the DRAM industry's broader shift toward advanced process nodes and newer DDR5 products.

Sumit Sadana, executive vice president and chief business officer at Micron, said the company has begun notifying customers of its plan to discontinue DDR4 and LPDDR4 DRAM, except for strategic long-term clients in the PC, mobile, and data center sectors. Sadana noted that DDR4 availability will remain extremely tight going forward.

In line with this transition, Micron will implement pricing strategies to enhance profitability, especially in segments where margins trail other markets, such as mobile devices. The company emphasized a stronger pricing approach over the next few months to reflect tighter supply conditions.

Market data shows that DDR4 prices have surged dramatically. In June alone, spot prices for 8Gb DDR4 jumped 38%, reaching $3.775, compared to $2.73 at the end of May. TrendForce’s DRAMeXchange reported that on June 13, spot prices for 8Gb and 16Gb DDR4 modules rose by nearly 8% in a single day — an unprecedented surge not seen in over a decade.

Meanwhile, Samsung has reportedly set early June as the final ordering date for DDR4 products, with plans to end production by year-end. With supply drying up, OEMs and ODMs have begun aggressively securing inventory in anticipation of further shortages.

Industry observers believe the current price levels for DDR4 have exceeded breakeven thresholds for DRAM manufacturers. Combined with reduced depreciation costs and process optimization, this suggests improved profit outlooks in the near term.