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RAM is so expensive, Samsung won't even sell it to Samsung

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Re: RAM is so expensive, Samsung won't even sell it to Samsung

#2
I feel we have a RAM price surge every four years. The excuses change, but it's always when we see a generation switch to the next gen of DDR. Which makes me believe it's not AI, or graphics cards, or crypto, or gaming, or one of the billion other conceivable reasons, but price-gouging when new standards emerge and production capacity is still limited. Which would be much harder to justify than 'the AI/Crypto/Gaming folks (who no-one likes) are sweeping the market...'

Re: RAM is so expensive, Samsung won't even sell it to Samsung

#3
post #2

I feel we have a RAM price surge every four years. The excuses change, but it's always when we see a generation switch to the next gen of DDR. Which makes me believe it's not AI, or graphics cards, or crypto, or gaming, or one of the billion other conceivable reasons, but price-gouging when new standards emerge and production capacity is still limited. Which would be much harder to justify than 'the AI/Crypto/Gaming…

Regardless of whether it is Crypto/AI/etc., this would seem to be wake-up call #2. We're finding the strangle-points in our "economy"—will we do anything about it? A single fab in Phoenix would seem inadequate?

Re: RAM is so expensive, Samsung won't even sell it to Samsung

#5
To be fair, Samsung's divisions having guns pointed at each other is nothing new. This is the same conglomerate that makes their own chip division fight for placement in their own phones, constantly flip-flopping between using Samsung or Qualcomm chips at the high end, Samsung or Mediatek chips at the low end, or even a combination of first-party and third-party chips in different variants of ostensibly the same device.

Re: RAM is so expensive, Samsung won't even sell it to Samsung

#6
post #5

To be fair, Samsung's divisions having guns pointed at each other is nothing new. This is the same conglomerate that makes their own chip division fight for placement in their own phones, constantly flip-flopping between using Samsung or Qualcomm chips at the high end, Samsung or Mediatek chips at the low end, or even a combination of first-party and third-party chips in different variants of ostensibly the same devi…

> two versions of the same phone with different processors

That's hilarious, which phone is this?

Re: RAM is so expensive, Samsung won't even sell it to Samsung

#7
post #6
post #5

To be fair, Samsung's divisions having guns pointed at each other is nothing new. This is the same conglomerate that makes their own chip division fight for placement in their own phones, constantly flip-flopping between using Samsung or Qualcomm chips at the high end, Samsung or Mediatek chips at the low end, or even a combination of first-party and third-party chips in different variants of ostensibly the same devi…

> two versions of the same phone with different processors That's hilarious, which phone is this?

Several high end Galaxy S's AFAIK.

Re: RAM is so expensive, Samsung won't even sell it to Samsung

#8
post #2

I feel we have a RAM price surge every four years. The excuses change, but it's always when we see a generation switch to the next gen of DDR. Which makes me believe it's not AI, or graphics cards, or crypto, or gaming, or one of the billion other conceivable reasons, but price-gouging when new standards emerge and production capacity is still limited. Which would be much harder to justify than 'the AI/Crypto/Gaming…

Why is this downvoted, this is not the first time I've heard that opinion expressed and every time it happens there is more evidence that maybe there is something to it. I've been following the DRAM market since the 4164 was the hot new thing and it cost - not kidding - $300 for 8 of these which would give you all of 64K RAM. Over the years I've seen the price surge multiple times and usually there was some kind of hard to verify reason attached to it. From flooded factories to problems with new nodes and a whole slew of other issues.

RAM being a staple of the computing industry you have to wonder if there aren't people cleaning up on this, it would be super easy to create an artificial shortage given the low number of players in this market. In contrast, say the price of gasoline, has been remarkably steady with one notable outlier with a very easy to verify and direct cause.

Re: RAM is so expensive, Samsung won't even sell it to Samsung

#9
post #5

To be fair, Samsung's divisions having guns pointed at each other is nothing new. This is the same conglomerate that makes their own chip division fight for placement in their own phones, constantly flip-flopping between using Samsung or Qualcomm chips at the high end, Samsung or Mediatek chips at the low end, or even a combination of first-party and third-party chips in different variants of ostensibly the same devi…

To be honest, this actually sounds kinda healthy.

Re: RAM is so expensive, Samsung won't even sell it to Samsung

#10
post #2

I feel we have a RAM price surge every four years. The excuses change, but it's always when we see a generation switch to the next gen of DDR. Which makes me believe it's not AI, or graphics cards, or crypto, or gaming, or one of the billion other conceivable reasons, but price-gouging when new standards emerge and production capacity is still limited. Which would be much harder to justify than 'the AI/Crypto/Gaming…

Regardless of whether it is Crypto/AI/etc., this would seem to be wake-up call #2. We're finding the strangle-points in our "economy"—will we do anything about it? A single fab in Phoenix would seem inadequate?

What will we do with that fab in two years when nobody needs that excess RAM?
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