Samsung has confirmed previous rumors that the older generation of LPDDR4 and LPDDR4X memory will really be discontinued, and the official product page has clearly marked "Discontinued". Samsung did this, naturally, because no one is using them or the technology is lagging behind. On the contrary, they are still widely used and the speed is not slow.
The only reason is to divert more resources to the more profitable new generation LPDDR5/5X, DDR5, and HBM, which are the favorites of AI data centers.
Samsung bluntly stated in the earnings conference call that memory supply is far from keeping up with customer demand. Just looking at the order demand in 2027 can only mean that the tight memory supply next year will be worse than this year. Translated into human words: Memory will only become more expensive!
This is why Samsung's profits in the first quarter soared 50 times year-on-year, and why almost every memory chip and module manufacturer made a lot of money.
Although Samsung is actively freeing up production capacity and is preparing to expand production, it can only be said to be a drop in the bucket, and isn't it fun to make money just lying around?
Under such circumstances, do you think Samsung will be motivated to expand production quickly and on a large scale?
Interestingly, the company has made a lot of money, but employees have not received any benefits, so Samsung employees are going on a collective strike, which is expected to have an impact of at least 4% on Samsung's DRAM and NAND production capacity. This time, it's not enough anymore.
