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Average DRAM price in USD over last 18 months

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Re: Average DRAM price in USD over last 18 months

#61

Post by [deleted] »

VladVladikoff wrote: post #56
walterbell wrote: post #39

https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram... On October 1st OpenAI signed two simultaneous deals with Samsung and SK Hynix for 40% of the worlds DRAM supply... the shock wasn’t that OpenAI made a big deal, no, it was that they made two massive deals this big, at the same time, with Samsung and SK Hynix simultaneously! In fact, according to our sources - both companies had no idea how big each other…

Novice question: If they built something other than classic dram modules with the wafers maybe they could achieve faster bus speeds? How does Apple do it?

[deleted]

Re: Average DRAM price in USD over last 18 months

#62

Post by zarzavat »

ctoth wrote: post #50
walterbell wrote: post #39

https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram... On October 1st OpenAI signed two simultaneous deals with Samsung and SK Hynix for 40% of the worlds DRAM supply... the shock wasn’t that OpenAI made a big deal, no, it was that they made two massive deals this big, at the same time, with Samsung and SK Hynix simultaneously! In fact, according to our sources - both companies had no idea how big each other…

> Had Samsung known SK Hynix was about to commit a similar chunk of supply — or vice-versa — the pricing and terms would have likely been different Wouldn't this be ... collusion? Implicitly arguing that the memory oligopoly should have been coordinating is ... quite something. OpenAI may well be doing something anticompetitive by cornering supply to foreclose competitors, but saying "they tricked the suppliers into…

No, it's not collusion to ask for more money from OpenAI if you hear that they are trying to buy 40% of the world's supply. Increased demand leads to higher prices, that's normal.

OpenAI, by doing simultaneous deals, hid the true demand from the suppliers, thus lowering their price and raising everyone else's.

Re: Average DRAM price in USD over last 18 months

#66

Post by bhaney »

mxfh wrote: post #4
ggm wrote: post #3

the other side of the AI bubble are a huge amount of 2nd hand parts of all kinds going to come onto the market?

Waiting for all my out of use 4, 8, and 16GB DDR3 DIMMs that I have somewhere in a drawer to become the new gold standard first.

My pile of worthless 512MB DDR1 sticks has bad news for you

Re: Average DRAM price in USD over last 18 months

#67

Post by jmb99 »

teaearlgraycold wrote: post #11
wnevets wrote: post #9

If these prices don't return back to normal I just don't see how Valves steam machine is less than $1,000 USD.

They would already have contracts in place.

As someone currently dealing with pricing changes for DDR5 volume contracts (admittedly, only ~30k DIMMs, but still), those contracts are a lot less rigidly priced than we (engineering) realized at the time - “agreed price” is a lot more... flexible... until the pallet is delivered. Especially because our contract is with our manufacturer who has their own contract with a DIMM manufacturer who has their own contract with the DRAM manufacturer. DRAM is substantially more like a spot market than the average consumer would expect (at least at my volumes). The same is true for my HDDs (~100k unit/year contract) and my CPUs (10k unit/year contract). At least for HDDs our contract quantities are getting honoured (and we actually still have Seagate and WD fighting for our business), which I’ve heard hasn’t been the case for smaller orders.

Re: Average DRAM price in USD over last 18 months

#68

Post by [deleted] »

jmspring wrote: post #37

As I mentioned in a prior post 7/18/2023 - G.SKILL Trident Z5 RGB Series 64GB (2 x 32GB) 288-Pin PC RAM DDR5 6000 - $253. Today - G.SKILL Ripjaws S5 Series 64GB (2 x 32GB) 288-Pin PC RAM DDR5 5600 (PC5 44800) Desktop Memory Model F5-5600J3636D32GX2-RS5W - $620. Prices from Newegg.

[deleted]

Re: Average DRAM price in USD over last 18 months

#69

Post by honeycrispy »

mxfh wrote: post #7

To put this in long term relation. Even current DDR4 3200 DIMM prices are at an all time high. These are 6+ year old chip specs now! I even thought stuff was overpriced four years ago in mid-2021 already, but this is a whole new level. Some sample long term data for those: https://geizhals.eu/?phist=2151624&age=9999

Dang, I'm going to have to put my old RAM on ebay. I thought it was worthless, but I was clearly wrong.
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