[Core Information] Major Manufacturers Began To Stop Supplying DDR4 Memory, And Micron’S Quotation Increased By 50%

1. Storage market: DDR4’s historic price increase, Micron leads new AI memory solutions

• DDR4 prices are upside down, and the wave of production discontinuation has triggered the market
  Samsung and Micron accelerated their withdrawal from the DDR4 market, and spot prices soared.Micron June quoteup 50%;Samsung 8Gb available now$4.80(average price $3.30);16Gb DDR4 ($6) is more expensive than DDR5 ($5.80) for the first time.TrendForce expects DDR4 toEarly 2026Completely discontinued.
• Micron counterattacks and wins exclusive launch rights for NVIDIA SoCEM
  Micron beats Samsung and SK Hynix to become NvidiaFirst SoCEM memory supplier.This module is customized for AI and adopts16 LPDDR5X stack(128GB), withLow power consumption (20% better), strong heat dissipationDesigned to be used in 2026 Rubin GPUs.Micron for the worldThe only one to mass-produce HBM3E and SoCEM at the same timeof manufacturers.
  

  

2. Domestic breakthroughs: high-end chips continue to deliver good results, with independent and controllable acceleration

• Chengdu Huawei: 16GSPS high-speed ADC breaks the monopoly

  publishHWD12B16GA4: 4 channels, 12 bits,16GSPSsampling rate,10GHzBandwidth.core indicatorsDomestic Exclusive, International Leading, the whole process is autonomous and safe.Available for6G communications, phased array radar, high-end instrumentsand other strategic areas.
• Haiguang Information: Billionaire merger terminated, synergy remains unchanged

  Haiguang and Zhongke Shuguang116 billion share swap mergerTerminates in December 2025Shanghai Stock Exchange, due to changes in the market environment and immature plans.Both parties will maintainChip + whole machinebusiness collaboration to promote the layout of the high-end computing industry chain.

  

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• Brite/Infineon: MRAM and new automotive products released simultaneously
  • Bright Core Shares: DomesticMRAM control chipIt will be tape-out within this year and can replace FLASH/SRAM.
  • Infineon: launchXENSIV TLE4802Automotive grade inductive sensor, compliant withASIL-DSafety level for electric power steering systems.
    

    Digital products Infineon XENSIV TLE4802 sensor

3. Policy and Ecology: Implementation of the 60-day accounting period to reshape the industrial chain

• 17 car companies promised a 60-day accounting period, and the Ministry of Industry and Information Technology strongly supervised
  FAW, Dongfeng, GAC, Thalys, etc.17 car companiesCommitment to pay periodNo more than 60 daysMinistry of Industry and Information Technology of the People's Republic of China.Ministry of Industry and Information Technology openedOnline complaint windowStrictly investigate breach of contractMinistry of Industry and Information Technology of the People's Republic of China。FAW, GAC, CyrusAlready redeemed firstChina Economic Net, the industry’s capital efficiency and ecological health have been significantly improved.
  

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4. Summary of the core highlights of the week

1. storage：DDR4 price riseContinuation, price historySurpassing DDR5; Micron bySoCEMThe plan seizes the high ground of AI computing power.
2. Domestic replacement：High-speed ADC, MRAMHigh-end chips have made breakthroughs one after another, and the independent and controllable process has accelerated.
3. industrial policy：60 days billing periodThe new regulations will be vigorously implemented to improve the cash flow of small and medium-sized enterprises and reconstruct the ecology of the electronics and automobile industry chains.