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Samsung's 60% DRAM price hike signals a new phase of global memory tightening

(www.buysellram.com)
160 points redohmy | 1 comments | 15 Nov 25 02:45 UTC | HN request time: 0s | source
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hypeatei ◴[21 Nov 25 21:56 UTC] No.46009445[source]▶
Well, patience as a consumer might pay off in the next year or so when the music stops and hyperscalers are forced to dump their inventories.

There still isn't a clear path to profitability for any of these AI products and the capital expenditure has been enormous.

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1. benjojo12 ◴[21 Nov 25 22:36 UTC] No.46009854[source]▶
The problem is that it is not entirely clear that the hyperscalers are buying DDR5, instead it seems that supplies are being diverted so that more HBM/GDDR wafers can be produced.

HBM/GDDR is not necessarily as useful to the average person as DDR4/DDR5