Samsung's 60% DRAM Price Hike Signals a New Phase of Global Memory Tightening

Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by zozbot234 on Saturday November 22, 2025 @03:09AM (#46013061)

The most likely direct response is not new capacity, it's older capacity running at full tilt (given the now higher margins) to produce more mature technology with lower requirements on fabrication (such as DDR3/4, older Flash storage tech, etc.) and soak up demand for these. DDR5/GDDR/HBM/etc. prices will still be quite high, but alternatives will be available.

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by kees99 on Saturday November 22, 2025 @07:42AM (#46014342)

> produce more mature technology ... DDR3/4

...except current peak in demand is mostly driven by build-out of AI capacity.

Both inference and training workloads are often bottlenecked on RAM speed, and trying to shoehorn older/slower memory tech into that niche requires non-trivial amount of R&D into widening memory bus on CPU/GPU/NPUs, which is unlikely to happen - there is plenty demand on those as is.

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by ifwinterco on Saturday November 22, 2025 @07:46AM (#46014368)

Even if AI stuff does really need DDR5, there must be lots of other applications that would ideally use DDR5 but can make do with DDR3/4 if there's a big difference in price

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by shevy-java on Saturday November 22, 2025 @08:56AM (#46014835)

I mean, AI is currently hyped, so the most natural and logical assumption is that AI drives these prices up primarily. We need compensation from those AI corporations. They cost us too much.

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by blackqueeriroh on Monday November 24, 2025 @01:12AM (#46030866)

It is still an assumption.

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