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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

#71

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?

shorter traces than soldered DIMM allow higher MT/s, this is fixed by CUDIMM/CAMM2, the other part of this is # of memory channels on the board, not sure why, but most consumer DDR5 boards have been 2 memory channels, you need to go to threadripper to get 4 or 8, It's unclear to me if this will still be an issue with future platforms.

Re: Average DRAM price in USD over last 18 months

#72
post #10
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?

Memory chips are divertied to registered server RAM and those will not fit most workstations

Nothing stops you building an EPYC based workstation. For the last socket you could even get mATX boards from Asrock Rack which were kind of ridiculous - I was very tempted to build my PC around one.

Re: Average DRAM price in USD over last 18 months

#73
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

Between inflation generally, and DDR4 being obsolete and unsupported by current desktop or server CPUs, it would be unsurprising for DDR4-3200 DIMMs to be at an all-time high even without the current DRAM price shock. You can never count on old memory types dropping to bargain prices, because the major manufacturers are always eager to migrate the bulk of their production capacity to current-generation memory.

Re: Average DRAM price in USD over last 18 months

#74
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?

All in a pretty bad state of wear, I imagine.

At least with ECC memory it's very obvious when its failing as you'll see reported correctable errors.

Re: Average DRAM price in USD over last 18 months

#75

Apple system config upgrades not looking so bad anymore

On this graph, the most expensive RAM is $12.5 / GB ($400 for DDR5-6000 2x16GB). Apple charges

- $25 / GB ($200 for 8 GB for the M5 MacBook Pro and the M4 MacBook Air)

- $16 / GB ($400 for 24 GB for the cheapest M4 Pro MacBook Pro)

- $12.5 / GB ($200 for 16 GB and then $800 for 64 GB more for the most expensive M4 Pro and M4 Max MacBook Pros)

and Apple's RAM is faster than PC RAM.

Re: Average DRAM price in USD over last 18 months

#77

Inflation metrics seem to fail to capture the increase in leading-edge tech products of the past 18 months.

They seem to fail to capture a whole lot of things. Supposedly $1 in 2000 is worth $1.88 in 2025. So 88% inflation over the 25 years. Meanwhile the median home price has increased by 150%. Family insurance by 350%. Median college tuition by 225%. Childcare costs have risen by 200%. But sure. We can buy super cheap 65" tvs now. Hurray for us! Literal kings who lived hundreds of years ago couldn't possibly imagine a wo…

A dozen eggs is up over 350%, but a 6-pack of Budweiser is only up 60ish% since 2000. So you know, it all balances out. Maybe drink a few extra cans of Bud with your next meal.

Re: Average DRAM price in USD over last 18 months

#78

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…

Only 50-60% of the recent price appreciation is after October 1st, so this is not likely the biggest direct cause, more likely it's everyone buying the finished stock on the market in a frenzy because they anticipate things like this will impact availability in the future, and it becomes a self-fulfilling prophecy.

Re: Average DRAM price in USD over last 18 months

#79
I don't understand this. I'm looking at prices on some Asian store fronts and it's nowhere even remotely near these. I'm looking at DDR5-6000 2x16 for about $130, with no apparent limits.

Even with tariffs, transport, and other fees, you could get this to the US for way less than $400. I doubt the market could be this inefficient - in other words I don't think I just found a get rich quick scheme. So, what gives?

Re: Average DRAM price in USD over last 18 months

#80

I don't understand this. I'm looking at prices on some Asian store fronts and it's nowhere even remotely near these. I'm looking at DDR5-6000 2x16 for about $130, with no apparent limits. Even with tariffs, transport, and other fees, you could get this to the US for way less than $400. I doubt the market could be this inefficient - in other words I don't think I just found a get rich quick scheme. So, what gives?

Is it possible they are fakes?
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