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 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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