元脑服务器推出CXL内存跨代扩展方案，实现DDR5和DDR4同机部署内存扩容
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TrendForce: DRAM shortages spread to DDR2; older memory prices expected to continue rising in Q3.
According to a report by Mars Finance on June 23, TrendForce, a high-tech industry research firm, stated in a study released on June 22 that the continued tightening of mature process DRAM supply is forcing consumer DRAM buyers to turn to earlier-generation memory products to secure more supply quotas. This change is driving up demand for traditional DRAM such as DDR2 and DDR3, and continuing the upward trend in related product prices. The firm predicts that DDR2 contract prices will rise by approximately 55% to 60% in the second quarter of 2026, and will further increase by 35% to 40% in the third quarter. This means that after a strong increase in the first quarter, the pressure on DDR2 prices has not eased, but has instead continued to intensify due to the widening supply-demand gap. The core reason on the supply side comes from the reallocation of advanced process capacity. TrendForce points out that the three major DRAM manufacturers are still prioritizing capacity for HBM and server DRAM to meet the demand brought about by AI infrastructure construction. Correspondingly, the wafer allocation for DDR4 and other mature process products has been compressed, forcing consumer DRAM customers to turn to Taiwanese suppliers for support. With limited supply, Taiwanese DRAM manufacturers such as Nanya Technology and Winbond Electronics have gained stronger bargaining power. TrendForce indicates that as demand significantly exceeds the bit capacity that Taiwanese manufacturers can provide, suppliers are strategically reducing production of low-margin products and shifting capacity to higher-value products to improve their profit structure. Changes are also occurring on the demand side. With shortages of consumer-grade DRAM and rising contract prices, some OEMs and ODMs have begun to downgrade memory specifications to control overall system costs. Some designs originally using DDR4 have been converted to DDR3, and some DDR3 products have been further converted to DDR2. Customers are attempting to secure relatively stable supply by offering lower capacity configurations or older generation products. This has caused the DRAM shortage pressure to propagate down the technology generation. The supply shortage, which was originally concentrated in HBM, server DRAM, and DDR4, has begun to spread to traditional products such as DDR3 and DDR2, highlighting the crowding-out effect of AI demand on the entire memory supply chain. TrendForce states that major suppliers of DDR2 include Winbond Electronics and Crystal Semiconductor. However, Winbond is gradually reducing DDR2 production and shifting related capacity to products with relatively higher gross margins, such as DDR3, DDR4, and LPDDR4, which will further exacerbate the DDR2 supply shortage. In contrast, ChipMOS plans to expand DDR2 production as much as possible within Powerchip Semiconductor's existing wafer quota, concentrating resources to improve the profitability of this product line and partially filling the supply gap left by Winbond's withdrawal from DDR2. This round of price increases shows that the memory demand brought about by AI is no longer only affecting high-end HBM and server DRAM. As advanced production capacity is redirected, mature processes and older memory products are also beginning to become pressure points for supply and demand imbalances. For consumer electronics, industrial control, and some long-lifecycle equipment that still rely on DDR2 and DDR3, cost pressures may continue to rise in the second half of the year.
The four linked addresses collectively long of 800 BTC, with a total holding exceeding $46.88 million.
PANews reported on July 1st that, according to on-chain analyst Ai Yi, four addresses suspected to belong to the same whale or entity long on BTC with 20x leverage on June 26th and today, with each address long 200 BTC, totaling 800 BTC, with a total holding of over $46.88 million and a floating loss of $450,000. The source of funds and the operation methods are extremely similar.
Three linked addresses collectively opened 20x long positions totaling 500 BTC last night, worth $29.39 million.
PANews reported on June 26 that, according to on-chain analyst Ai Yi, three addresses suspected to belong to the same whale or entity collectively opened 20x long positions on 500 BTC last night, worth $29.39 million, with an entry point of approximately $59,253, resulting in a current unrealized loss of $258,000. The three addresses operated in similar ways, with miner fees all coming from Bridgers cross-chain transactions.
Institutions: Comprehensive upward revision of Q1 DRAM and NAND Flash price growth forecasts for all products.
According to BlockBeats' latest memory industry survey, released on July 6th, demand from AI and data centers will continue to exacerbate the global memory supply-demand imbalance in the first quarter of 2026, further increasing manufacturers' bargaining power. Based on this, TrendForce has comprehensively revised upwards its Q1 price growth forecasts for all DRAM and NAND Flash products. It predicts that the overall Conventional DRAM contract price will increase by 90-95% from the 55-60% increase announced in early January, while the NAND Flash contract price will be revised upwards from 33-38% to 55-60%, with further upward revisions not ruled out. Click the original link below to join the Beating · Lark AI news channel for 24/7 monitoring of global AI hot topics and news.
A wallet suspected to be associated with Mining Express allegedly sold 5,004 ETH and then swapped in approximately 8.8 million DAI.
On July 4th, PANews reported that on-chain analyst Specter disclosed on the X platform that approximately 16 hours ago, a wallet suspected to be related to Mining Express exchanged 5,004 ETH for approximately 8.8 million DAI. Specter stated that he first flagged this address on June 15th, but only recently completed further tracking and analysis, attaching multiple related addresses for verification. This large-scale exchange has raised market concerns about potential historical fund flows and liquidation motives. According to his tracking, this address has an on-chain connection to the Mining Express project, launched in Ukraine in 2019 by Brazilian founder Kaze Fuziyama. The project initially attracted investors using a multi-level marketing (MLM) model, was later accused of being a Ponzi scheme, and shifted to cloud rendering and other business models after ceasing repayments.
A certain address cluster sold 2.7% of ANSEM for $2,000 in its early days; it is now worth approximately $4.7 million.
According to Foresight News , Bubblemaps monitoring revealed that a cluster of addresses consisting of four linked wallets purchased 2.7% of ANSEM's supply shortly after its launch and sold it all on June 19th, realizing a profit of approximately $2,000. This cluster missed out on potential gains of millions of dollars; at current prices, the sold portion of the position is worth approximately $4.7 million. According to GMGN data, ANSEM's market capitalization is currently around $186 million, with a price of approximately $0.186, representing a 4.14% increase over the past 24 hours.