you are viewing a single comment's thread
view the rest of the comments
[–] 8 points 5 hours ago* (2 children)

Yes, this is true that prices are continuing to rise because they're still being bought at that high price, but most of that isn't consumers (and/or "enthusiasts") absolutely needing it no matter the cost.

The price is what it is because ai and cloud compute companies are willing to pay that insanely inflated price, so if you want even the chance to get any dram, you need to be willing to pay more than OpenAI/Microsoft/Google/NVIDIA/etc are, for Samsung/SK Hynix/Micron to even consider you.

Why would they bother selling their dram chips in consumer packages for a fraction of what enterprises are willing to pay. The price is what it is, because that's the price that it becomes worth it for the dram manufacturers to actually care about the consumer market.

  • source
  • parent
  • hideshow 2 child comments
  • [–] 5 points 5 hours ago (1 child)

    It's also not consumer ram that is taking up the fab capacity either, they've shifted to producing more HBM because it allows huge models to be loaded fast.

  • source
  • parent
  • hideshow 1 child comment
  • [–] 3 points 5 hours ago*

    Yeah exactly, why bother making DDR4/5 memory when HBM makes so much more money since companies are willing to pay insane amounts for it.

    So the price of DDR4/5 will rise to whatever price AI and compute companies are willing to pay for HBM as that's the only point it becomes somewhat worth it for manufacturers to care.

  • source
  • parent