I expected that this was because China use DDR5 in their new AI chips (Due to not having access to (enough) HBM)
DRAM prices are spiking, but I don't trust the industry's why
21–30 of 158 posts
Re: DRAM prices are spiking, but I don't trust the industry's why
#22Is there a futures market for DRAM? I feels like there should be...
of course there is - https://www.dramexchange.com
Re: DRAM prices are spiking, but I don't trust the industry's why
#23Yep, it doubled in the last 4 months https://www.youtube.com/watch?v=o5Zc-FsUDCM I upgraded my PC by adding 64GB.. two Fridays ago I sold the 32 GB I took out for the same amount of what I paid for the 64 GB in July... insane
Bought a 64gb upgrade kit in September for my wife's new PC for $205. The same kit right now on Newegg is $570. That's not even double in 4 months; thats almost triple in 2 months.
Re: DRAM prices are spiking, but I don't trust the industry's why
#24Companies will always seek to maximize revenue. Your options are 1) don’t buy 2) choose competition.
And the competition doesn't exist anymore.
Re: DRAM prices are spiking, but I don't trust the industry's why
#25Is there a futures market for DRAM? I feels like there should be...
You can always buy some SKHynix or Micron shares.
Re: DRAM prices are spiking, but I don't trust the industry's why
#26I expected that this was because China use DDR5 in their new AI chips (Due to not having access to (enough) HBM)
HBM is independent of the DDR revision being used. HBM how the DRAM attaches to the chip. Really not sure what you’re trying to say.
Re: DRAM prices are spiking, but I don't trust the industry's why
#27I said this last time, YMTC from China is making NAND and finally crossed the 10% market share. I would not be surprised if they have 30% by 2030. The more NAND Fabs reconfigured to DRAM from Samsung or others the more YMTC will grab NAND market share. So yes naturally those profit current NAND and DRAM player enjoys provides an extra cushion for them to build their Fab which is becoming ever more expensive due it its size and machinery required. But also as war chest. And they know it well.
CXMT's DDR5 and LPDDR5 is also slowly gaining market shares, although not at the pace of YMTC due to yield and cost issues.
Both company are close or already at escape velocity. And then there will be a moment like electric car where DRAM and NAND will oversupply. Which is another reason why DRAM manufactures are eager to move to LPDDR6.
Re: DRAM prices are spiking, but I don't trust the industry's why
#28"For context, these increases have even outpaced the surge in gold prices over the same period" And you can't just manufacture or not the gold supply into scarcity
yes you can. It's called mining
Re: DRAM prices are spiking, but I don't trust the industry's why
#29[dead]
Re: DRAM prices are spiking, but I don't trust the industry's why
#30What's happening right now is very different than what happened back during the dot com crash. When they were doing price fixing it was because there was a glut of supply and demand was tanking. Prices were falling and they coordinated to keep prices from falling less. Right now demand for DRAM is extremely high bordering on endless. Prices are going up . The incentive for one of the big players to undercut the other…
> Right now demand for DRAM is extremely high bordering on endless
Why is demand extremely high right now when it wasn't a couple of months ago? What changed since then that caused it to triple overnight?