When RAM gets so expensive that even Samsung won’t buy Samsung from Samsung, you know the market has officially entered comic mode. At this rate their next quarterly report is just going to be one division sending the other an IOU.
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
#22The manufacturers are willing to quadruple the prices for the foreseeable future but not change their manufacturing quotes a bit. So much for open markets, somebody must check their books and manufacturing schedules.
If it’s an AI bubble, it would be stupid to open new manufacturing capacity right now. Spend years and billions spinning up a new fab, only to have the bottom of the market drop out as soon as it comes online.
Re: RAM is so expensive, Samsung won't even sell it to Samsung
#23I 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…
But we're not currently switching to a next gen of DDR. DDR5 has been around for several years, DDR6 won't be here before 2027. We're right in the middle of DDR5's life cycle.
That is not to say there is no price-fixing going on, just that I really can't see a correlation with DDR generations.
Re: RAM is so expensive, Samsung won't even sell it to Samsung
#24I'm running a box I put together in 2014 with an i5-4460 (3.2ghz), 16 GB of RAM, GeForce 750ti, first gen SSD, ASRock H97M Pro4 motherboard with a reasonable PSU, case and a number of fans. All of that parted out at the time was $700. I've never been more fearful of components breaking than current day. With GPU and now memory prices being crazy, I hope I never have to upgrade. I don't know how but the box is still g…
I agree with you on SSDs, that was the last upgrade that felt like flipping the “modern computer” switch overnight. Everything since has been incremental unless you’re doing ML or high-end gaming.
Re: RAM is so expensive, Samsung won't even sell it to Samsung
#25I'm running a box I put together in 2014 with an i5-4460 (3.2ghz), 16 GB of RAM, GeForce 750ti, first gen SSD, ASRock H97M Pro4 motherboard with a reasonable PSU, case and a number of fans. All of that parted out at the time was $700. I've never been more fearful of components breaking than current day. With GPU and now memory prices being crazy, I hope I never have to upgrade. I don't know how but the box is still g…
Am I crazy for thinking that anyone using computers for doing their job and making their income should have a $5k/year computer hardware budget at a minimum? I’m not saying to do what I do and buy a $7k laptop and a $15k desktop every year but compared to revenue it seems silly to be worrying about a few thousand dollars per year delta.
I buy the best phones and desktops money can buy, and upgrade them often, because, why take even the tiniest risk that my old or outdated hardware slows down my revenue generation which is orders of magnitude greater than their cost to replace?
Even if you don’t go the overkill route like me, we’re talking about maybe $250/month to have an absolutely top spec machine which you can then use to go and earn 100x that.
Spend at least 1% of your gross revenue on your tools used to make that revenue.
Re: RAM is so expensive, Samsung won't even sell it to Samsung
#26AI companies must compensate us for this outrage. A few hours ago I looked at the RAM prices. I bought some DDR4, 32GB only, about a year or two ago. I kid you not - the local price here is now 2.5 times as it was back in 2023 or so, give or take. I want my money back, OpenAI!
Yup.
And even more outrageous is the power grid upgrades they are demanding.
If they need the power grid upgraded to handle the load for their data centers, they should pay 100% of the cost for EVERY part of every upgrade needed for the whole grid, just as a new building typically pays to upgrade the town road accessing it.
Making ordinary ratepayers pay even a cent for their upgrades is outrageous. I do not know why the regulators even allow it (yeah, we all do, but it is wrong).
Re: RAM is so expensive, Samsung won't even sell it to Samsung
#27When RAM gets so expensive that even Samsung won’t buy Samsung from Samsung, you know the market has officially entered comic mode. At this rate their next quarterly report is just going to be one division sending the other an IOU.
Overleverage / debt, and refusing to sell at a certain price, are actually very different things though. OpenAI might be a tire fire, but Samsung is the gold pan seller here, and presumably has an excellent balance sheet.
Re: RAM is so expensive, Samsung won't even sell it to Samsung
#28I 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?
Micron is bringing up one in Boise Idaho as well.
Re: RAM is so expensive, Samsung won't even sell it to Samsung
#29[deleted]
Re: RAM is so expensive, Samsung won't even sell it to Samsung
#30Earlier quoted context omitted.
> two versions of the same phone with different processors That's hilarious, which phone is this?
Not one phone, they did this all over the place. Their flagship line did this starting with the Galaxy S7 all the way up to Galaxy S24. Only the most recent Galaxy S25 is Qualcomm Snapdragon only, supposedly because their own Exynos couldn't hit volume production fast enough.
The S23 too was Snapdragon only, allegedly to let the Exynos team catch some breath and come up with something competitive for the following generation. Which they partly did, as the Exynos S24 is almost on par with its Snapdragon brother. A bit worse on photo and gaming performance, a bit better in web browsing, from the benchmarks I remember.