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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

#162

Earlier quoted context omitted.

> First come first served is a better principle than "surge pricing". This is called a price ceiling, and it's a bad idea with a track record of failure and significant harm. I'd rather pay extra and get what I need with 100% chance than get what I need cheaply with 5% chance and otherwise be forced to go without or buy from scalpers for the same price I would have paid anyways. This is the purpose of prices. So the…

> This is called a price ceiling The act of eliminating surge pricing is not a price ceiling. That's a different thing. That requires more than simply swapping surge pricing with first come first served. You've created a strawman. > I'd rather pay extra and get what I need with 100% chance False dichotomy. Neither approach increases supply. Of course according to economists who can hand wave away bullwhip effects wit…

> The act of eliminating surge pricing is not a price ceiling. That's a different thing. That requires more than simply swapping surge pricing with first come first served. You've created a strawman.

What is it then? If you allow the price to increase, there is no need to enforce a different rationing mechanism. The only reason to think of implementing the alternate rationing mechanism is if the good isn't being rationed. If you insist on the previous, lower price, then that is a price ceiling in so many words, with the consequence of needing your rationing mechanism. If you allow a higher price, then your alternate mechanism is unnecessary.

Re: Average DRAM price in USD over last 18 months

#163

Maybe it's time we make a simple web page 100KB again? Is there some kind of CDN minification, adblocking and compression service? Maybe even server side rendering of websites? Then a smartphone would work fine with 1GB of RAM and everyone could be happy.

Most people have phones that can handle webpages with 1-5MB JS bundles. Why artificially limit what you can do on the web? Why limit ourselves to 1GB RAM when more resources means tech becomes more useful?

Returning to simple webpages is popular idea on HN but it’s like wanting a car with no backup camera and crank windows. If your goal is to have your car be as simple as possible, then sure, but that’s not the case for most people.

Most people want their cars to be safe and convenient, and their webpages useful and rich, more so than they want to return to some idealized simplicity.

A simple webpage or blog with minimal styling that runs as an ARM binary on a TV remote is cool and fun but it’s not economically useful. It’s the equivalent of a manual scooter. We can build better apps (in the same way that car manufacturers can build less crappy infotainment systems) but optimizing for scarcity isn’t the answer in a world where abundance tends to grow.

(Edit: your downvotes mean nothing to me, I’ve seen what gets upvoted!)

Re: Average DRAM price in USD over last 18 months

#164
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?

Yeah though expecting that to A) take years still and B) the gear will be old AF

Bit like you could get NVIDIA Server cards before things went crazy but they’re on ancient cuda etc so not exactly as glorious as one would imagine

Re: Average DRAM price in USD over last 18 months

#165
post #93

Earlier quoted context omitted.

The current prices are a response to future stock, not current. It's 100% retailers price gouging with their current stock that they got for cheap because they know there will be limited stock in the near future. Asian retailers may be more honest and keep their margins the same, but will catch up in a month or two.

It's just surge pricing to manage demand, not "price gouging". Being able to buy RAM at high prices is a lot better than being unable to source it at all because everyone else is panic-hoarding.

> It's just surge pricing to manage demand, not "price gouging".

This carries the same energy as company leadership insisting that a RIF is not a layoff.

Re: Average DRAM price in USD over last 18 months

#166

A possible answer as to why this is happening. https://thememoryguy.com/some-clarity-on-2025s-ddr4-price-su...

That's from June 2025. It's not relevant to current situation — prices have been rising since October 2025 due to agreements that became public in the same month.

Re: Average DRAM price in USD over last 18 months

#167
post #65

Funny how many dot-com esq things are popping up. https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal

The big news story this cycle is that OpenAI secured two large contracts with two separate DRAM companies at the same time, carefully timing the deals so that neither DRAM company knew about the deal with other. Had either company known about the true demand from OpenAI they would have charged a lot more, but each only saw about half. In other words, there was no collusion between the DRAM manufacturers. They were bo…

One difference that strikes me with the .com bubble is that I don't remember the .com companies having sustained multi-billions losses / cash burn. They were not profitable but this is quite different. If (or when) the music stops, won't OpenAI go bust immediately? That's quite a counterparty risk those companies are taking.

Re: Average DRAM price in USD over last 18 months

#168
post #139

Earlier quoted context omitted.

I'm sure if they didn't keep the prices somewhat similar, you would have a bunch of people in Europe selling RAM to Americans.

Huh? It's not the manufacturers paying the tariffs, its the importer? US tariffs do not affect the margins of the manufacturer.

> Huh? It's not the manufacturers paying the tariffs, its the importer? US tariffs do not affect the margins of the manufacturer.

This is a case of second-order effects[0].

See this post[1] for details.

0 - https://research.gatech.edu/blind-spot-big-decisions-why-sec...

1 - https://news.ycombinator.com/item?id=46144761

Re: Average DRAM price in USD over last 18 months

#169
post #67

Earlier quoted context omitted.

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…

Yep. It's a bit like some gas projects when prices spiked due to Russia's attack on Ukraine.

Companies had supply agreements in place but they will find essentially any excuse to "delay" delivery. You might eventually get your product but fat lot of good it does for you while you're mired in court and not getting anything anyway.

The particularly amusing example is a project continuously selling spot LNG while saying it's not yet operational, stiffing the companies with which they'd signed long term contracts with on a technicality.

Re: Average DRAM price in USD over last 18 months

#170

Maybe it's time we make a simple web page 100KB again? Is there some kind of CDN minification, adblocking and compression service? Maybe even server side rendering of websites? Then a smartphone would work fine with 1GB of RAM and everyone could be happy.

Most people have phones that can handle webpages with 1-5MB JS bundles. Why artificially limit what you can do on the web? Why limit ourselves to 1GB RAM when more resources means tech becomes more useful? Returning to simple webpages is popular idea on HN but it’s like wanting a car with no backup camera and crank windows. If your goal is to have your car be as simple as possible, then sure, but that’s not the case…

You can do a lot with little, it just requires investing more in development which understandably most companies are uninterested in. Besides, plenty of websites are bloated as all hell. Why does a newspaper website, for example, have to be very much more than plain html?
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