[News] ADATA Reportedly Refutes DDR4 Comeback Rumors as Memory Shortage Fuels Two-Year Boom

Amid mounting speculation of a coming memory supercycle driven by tight supply, ADATA Chairman Simon Chen said on October 13 that the market has become “so strong it’s almost a headache,” TechNews and Liberty Times report. Notably, he also refuted rumors that the top memory makers plan to resume DDR4 production, noting that all three have already shut down and dismantled their DDR4 lines—making a return “virtually impossible,” the reports add.

According to the reports, Chen expects the supply gap to keep widening, fueling a memory boom that could last at least two years. He reportedly dismissed rumors that major chipmakers may restart DDR4 production, noting it’s uneconomical to use new lines for outdated technology — a trend that could favor Taiwanese DDR4 suppliers like Nanya Technology and Winbond.

As the Economic Daily News reported last week, ADATA, the world’s second-largest memory module maker, and Team Group, Taiwan’s No. 2, have both suspended price quotes amid tight supply triggered by strong AI demand.

Chen told the Central News Agency that upstream memory inventories are expected to hit rock bottom in Q4, dropping to about two weeks of supply — the lowest level in more than a decade. He added that, as Korean memory makers recently took an extended break, new product prices are likely to be announced within a day or two, with contract prices potentially climbing 20–30%, according to the report.

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• [News] Korea, U.S. DRAM Giants Reportedly Halt Pricing for a Week, Memory Module Makers Follow

(Photo credit: ADATA’s LinkedIn)