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A comment on AMD Returns to Full-Year Profitability, Forecasts Strong 2018. Parent comment

Re:AMD Returns to Full-Year Profitability, Forecasts Strong ... by dragontamer on Wednesday January 31, 2018 @01:29PM (#16276200)
> The price-fixing fines for memory manufacturers were clearly not punitive enough

This commonly touted meme seems to ignore market realities:

https://www.dramexchange.com/WeeklyResearch/Post/2/4879.html

Data-centers buy TBs (not GB, but Terabytes) per machine. And then they buy ~20 machines per rack, and then fill an entire room full of racks.

When Data-centers decide its time to upgrade from old 1.5V DDR3 machines (or 1.35V "low voltage" LDDR3) to 1.2V DDR4 2666 MT/s like they have been doing in late 2017 through (estimated) 1H 2018, it is only natural to expect DDR4 prices to rise.

The power-savings from switching from 1.35V "low-voltage" DDR3 to 1.2V DDR4 are big enough that there are lots of upgrades incoming from the biggest purchasers of RAM in the world.

> waiting for the prices to come down is not a winning strategy.

2H 2018 seems to be the current market predictions. This also works in line with waiting for Zen+ (aka Ryzen 2). If DDR4 prices are still high at that point, I'll reconsider then.

I plan on recycling my old R9 290x until GPU prices come down... but waiting till August 2018 may be long enough for GPU prices to normalize as well.

[ Parent | on HN ]
Re:AMD Returns to Full-Year Profitability, Forecasts Strong ... by sangnoir on Wednesday January 31, 2018 @01:37PM (#16276270)
> When Data-centers decide its time to upgrade from old 1.5V DDR3 machines (or 1.35V "low voltage" LDDR3) to 1.2V DDR4...

So, which data-centers are upgrading from DDR2->DDR3 then? I ask because DDR3 prices are also trending upwards.

[ Parent | on HN ]
Re:AMD Returns to Full-Year Profitability, Forecasts Strong ... by dragontamer on Wednesday January 31, 2018 @02:06PM (#16276552)
DDR3 prices trend upwards because fewer and fewer companies make it anymore.

LPDDR3 has one slight advantage: an advanced sleep state which uses less than 1/10th the power than normal sleep. Laptops, tablets, and cell phones use this sleep state regularly to remain in "suspended mode" for extended periods of time.

DDR4 cannot do this. As such, LPDDR3 still has some demand in the mobile marketplace, despite fewer fab-labs making it. As such, I'd expect DDR3 prices to go up.

LPDDR4 has the advanced sleep state, but is unsupported by Intel / AMD processors.

[ Parent | on HN ]