DDR4、DDR5、LPDDRチップとメモリモジュールを容量・速度別に比較します。
Gbはチップ容量、GBはモジュール容量です。チップ、UDIMM、SODIMM、RDIMMは分けて比較してください。
データ方法ChangXin Memory Technologies forecast RMB 265-270 billion of revenue for the first nine months of 2026, more than sevenfold higher year on year, but told shareholders that third-quarter net profit growth slowed to just 1-4% sequentially as DRAM price gains moderate.
Morgan Stanley lifted its fourth-quarter NAND contract forecast to +15-20% and enterprise SSD to +23-28%, as US cloud buyers switch from TLC plus HDD to QLC for AI inference caching while PC DRAM output is set to fall over 20%.
Barclays data show DDR4 contract prices up 24% in three months against 20% for DDR5, while 4Q26 DRAM contracts were revised to +10-15% and NAND to +15-20%, pushing global handset shipments down 20%.