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

Post by Dylan16807 » Fri, Nov 21, 2025, 9:45 PM UTC

Retric wrote: post #5

mrsilencedogood wrote: post #3

All I can say is, - the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU. - I'm really R…

This is part of how free markets self correct, misallocate resources and you run out of resources. You can blame irrational exuberance, bubbles, or whatnot markets are ultimately individual choices times economic power. Ai, Crypto, housing, Dotcom etc going back through history all had excess because it’s not obvious when to join and when to stop.

Post by ohsoSad » Fri, Nov 21, 2025, 9:48 PM UTC

epistasis wrote: post #8

mrsilencedogood wrote: post #3

All I can say is, - the insane frothing hype behind AI is showing me a new kind of market failure - where resources can be massively misallocated just because some small class of individuals THINK or HOPE it will result in massive returns. Even if it squeezes out every single other sector that happens to want to use SDRAM to do things OTHER than buffer memory before it's fed into a PCIE lane for a GPU. - I'm really R…

It is a weird form of centralized planning. Except there's no election to get on to the central committee, it's like in the Soviet era where you had to run in the right circles and have sway in them. There's too much group-think in the executive class. Too much forced adoption of AI, too much bandwagon hopping. The return-to-office fad is similar, a bunch of executives following the mandates of their board, all becau…

Post by wkat4242 » Fri, Nov 21, 2025, 9:51 PM UTC

neilv wrote: post #4

If we're going to see retailers price-gouging on DDR5, maybe people will be willing to buy slightly older gear with DDR4 (and corresponding motherboard and CPU). Especially for systems for which the workloads are actually bound by GPU compute, network, or storage.

Post by ben_w » Fri, Nov 21, 2025, 9:55 PM UTC

Dylan16807 wrote: post #11

Retric wrote: post #5

Earlier quoted context omitted.

This is part of how free markets self correct, misallocate resources and you run out of resources. You can blame irrational exuberance, bubbles, or whatnot markets are ultimately individual choices times economic power. Ai, Crypto, housing, Dotcom etc going back through history all had excess because it’s not obvious when to join and when to stop.

Usually companies run out of resources before they screw up global prices in massive markets. If it was a couple billion dollars of memory purchasing nobody would care.

Post by wmf » Fri, Nov 21, 2025, 10:00 PM UTC

neilv wrote: post #4

If we're going to see retailers price-gouging on DDR5, maybe people will be willing to buy slightly older gear with DDR4 (and corresponding motherboard and CPU). Especially for systems for which the workloads are actually bound by GPU compute, network, or storage.