
The Materials Supply Chain Company of TSMC recently received an EOL (End of Life) notification from Samsung Electronics regarding the final orders of 8GB and 16GB capacity DDR4 SODIMM/UDIMM memory modules. The final order date is set for early June, and the final delivery date is scheduled for December 10, 2025.
Samsung Electronics is rapidly converting its existing DRAM memory production lines to the latest high-specification products such as DDR5 and HBM (High Bandwidth Memory), while gradually discontinuing the production of existing DDR3 and DDR4.
Initially, Samsung Electronics planned to gradually reduce the production of DDR3 and DDR4, but it has decided to stop the production of DDR3 starting from the second quarter of 2024 and plans to completely stop the production of DDR4 within this year.
Therefore, the production of 1y nm DDR4 is expected to decrease from 20% of the total capacity last year to less than 10% in the second half of this year. The production of the next-generation 1z nm DDR4 is also planned to be discontinued in 2027.
Apart from Samsung Electronics, SK Hynix and Micron also plan to completely stop the production of DDR3, DDR4 and other older DRAM models within this year.
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