受高带宽内存(HBM)需求激增影响,DDR5内存的单位价格已经达到2007-2008年的水平[1]。根据研究数据,DDR5内存每GB的价格目前在11.41美元至13.28美元之间[1],这个价格区间上次出现可以追溯到2008年,当时DDR2内存每GB的价格在11.00美元至15美元[1]。加拿大魁北克大学教授丹尼尔·勒米尔称这是"历史异常",指出"在短短数月时间里,就逆转了过去约20年的降价进程"[1]。
考虑到2024年的通货膨胀因素调整后,DDR5当前价格相当于每GB10.94美元至12.74美元[1],这个水平上一次出现是在2011年[1]。勒米尔预测,行业需要找到减少内存用量或加快内存制造的方法来应对这一局面[1]。
DDR5 memory prices have surged to levels not seen since the mid-2000s, undoing approximately twenty years of steady price declines in what researchers characterize as an unprecedented market reversal [1]. Current DDR5 memory costs range between $11.41 and $13.28 per gigabyte, matching price points last observed around 2008 when DDR2 memory traded at $11.00 to $15 per gigabyte [1]. When adjusted for inflation using 2024 dollars, DDR5 prices between $10.94 and $12.74 per gigabyte align with levels not reached since 2011 [1].
Daniel Lemire, a professor at Université TELUQ in Quebec, Canada, described the dramatic shift as a historical anomaly, stating: "in just a matter of months, decades of price declines have been reversed" [1]. The surge stems from surging demand for high-bandwidth memory [1]. Lemire cautioned that the industry must find ways either to reduce memory consumption or accelerate memory manufacturing capacity to address the supply imbalance [1].