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DRAM prices are spiking, but I don't trust the industry's why

xda-developers.com

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Re: DRAM prices are spiking, but I don't trust the industry's why

#72

Post by zarzavat »

kristianp wrote: post #66
avidphantasm wrote: post #41

Quick, buy a Mac with higher-specced memory while the price is almost reasonable.

I'm wondering if Apple will need to adjust their prices to maintain their margins. Given the scale of price rises I'd say yes.

There's no way that Apple pays spot. They will have contracts directly with the manufacturers, guaranteeing them a given supply at a given price. Their whole business kinda depends on it.

Re: DRAM prices are spiking, but I don't trust the industry's why

#73

Post by lazide »

ffsm8 wrote: post #38
legitster wrote: post #13

What'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…

I do not have any particular insight into the market, I was just extremely confused reading this in particular > 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 on cost even just a little bit to pick up market share is extremely lucrative. Given this first statement, the last one makes no sense. Either the demand is…

If demand is high and supply is fixed (generally the case) you can also pull a DeBeers, grab everyone by the balls, and charge 3x (or more) the already high prices everyone would already get when you sell out your inventory.

Re: DRAM prices are spiking, but I don't trust the industry's why

#74

Post by lazide »

gruez wrote: post #32
walterbell wrote: post #18

Earlier quoted context omitted.

"OMEC" (Organization of Memory Exporting Countries) NAND production quotas? https://x.com/jukanlosreve/status/1988505115339436423 > Samsung Electronics has lowered its target for NAND wafer output this year to around 4.72 million sheets, about 7% down from the previous year's 5.07 million. Kioxia also adjusted its output from 4.80 million last year to 4.69 million this year.. SK hynix and Micron are likewise keeping…

Can you blame them, though? Between the notorious boom-and-bust cycle of semiconductor industry, and everyone (including much of this forum) thinking that AI is a bubble that will crash any minute, is it really that unreasonable that they're not trying to massively ramp up supply?

Like drug or oil cartels (OPEC), the reasons are obvious and reasonable, but also we don’t like to be grabbed by the balls.

Both parties can have perfectly rational reasons to both exist and hate each other at the same time.

Re: DRAM prices are spiking, but I don't trust the industry's why

#75

Post by 360MustangScope »

kwanbix wrote: post #45
avidphantasm wrote: post #41

Quick, buy a Mac with higher-specced memory while the price is almost reasonable.

What? Apple's memory upgrades are never reasonable. Last time I checked going from 16 to 32GB in a Mac Mini was more expensive (or as expensive) than buying two 16GB Mac Minis.

Right now in this environment, they look reasonable. Not that they are

Re: DRAM prices are spiking, but I don't trust the industry's why

#77

Post by nsriv »

zozbot234 wrote: post #67
danishSuri1994 wrote: post #62

[flagged]

Might we perhaps see some meaningful investment into long-term alternatives to DRAM as a result of this price spike? Will Intel bring back their Optane persistent memory? What about HP's memristors/ReRAM? Magnetic core memory/MRAM?

This is what I'm hopeful for, but haven't researched enough into whether there are hardware startups in this space as I believe the majors will chase the hype cycle. Optane being canned always felt like a poor, shortsighted decision to me.

Re: DRAM prices are spiking, but I don't trust the industry's why

#79

Post by andix »

minkeymaniac wrote: post #5

Yep, 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

I bought a refurbished laptop with 64gb ddr4 (so-dimm) last week. It was just slightly more expensive than the 32gb variant with same specs. I guess the seller was not yet aware of the high memory prices.

In a week or two I might be able to make a profit by just selling the memory.

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