Question Is the cost of RAM going up everywhere?

[Fjodor2001]

Back on topic. It's going to get worse for NAND. I guess 2-3x the normal price for NAND isn't as lucrative as 4-5x the normal price for DRAM. Maybe it'll all average out to 4x the normal price once this reallocation of resources goes full steam.

Think SSDs Are Getting Expensive? NAND Makers Are Reportedly Cutting Production to Make Even More Money

NAND manufacturers are apparently looking to cut SSD production, aiming to reach profit margins similar to those of their DRAM lines.

wccftech.com

Samsung pushes the NAND price race forward:

The SSD Markets Are About to Get Hammered With NAND Shortages & Price Hikes, And There's Probably Nothing We Can Do

After DRAM shortages, it is clear that SSDs are next in line, since sources indicate that NAND chips are in for a massive price hike

wccftech.com

”According to a report by ETNews, Samsung has increased NAND contract prices by more than 100% in Q1, following major LTAs with top customers such as Apple, NVIDIA, and AMD.”

 

[Golgatha]

Samsung has increased NAND contract prices by more than 100% in Q1, following major LTAs with top customers such as Apple, NVIDIA, and AMD.”

So twice as expensive as current prices, which are about twice as expensive as compared to a month or two ago is 4x.

 

[DZero]

Time to see if China steps up and flood the market with their products. Making it the western producers won't be able to get marketshare anymore

 

[DrMrLordX]

Time to see if China steps up and flood the market with their products. Making it the western producers won't be able to get marketshare anymore

There's more money in it for them if they flood the market with HBM.

 

[DZero]

There's more money in it for them if they flood the market with HBM.

China would better get the clients captive with their products since they will buy them more constantly than the IA companies which are western

 

[dlerious]

China would better get the clients captive with their products since they will buy them more constantly than the IA companies which are western

South Korea (Samsung, SK Hynix) is western?

 

[DZero]

South Korea (Samsung, SK Hynix) is western?

Considered into that group in a political way

 

[Steltek]

It will be interesting to see if OpenAI has to start selling some of its hoarded memory to avoid financial insolvency at some point in the next 12-18 months. ChatGPT ads simply ain't gonna cover near what they owe to everyone else.

If nothing else, we'll get to see exactly what Sam Arsewipe will do to just to stay in business.

 

[FelixDeCat]

Time to see if China steps up and flood the market with their products. Making it the western producers won't be able to get marketshare anymore

You can't flood a market that has high tariffs on your products...and that's assuming your company is not on the designated entity list meaning that it is illegal to sell your products here because you are not allowed to (we don't want competition.)

 

[DZero]

You can't flood a market that has high tariffs on your products...and that's assuming your company is not on the designated entity list meaning that it is illegal to sell your products here because you are not allowed to (we don't want competition.)

US is not the world, US is the exception, but the rest would be filled with Chinese stuff. Enjoy what you voted

 

[FelixDeCat]

US is not the world, US is the exception, but the rest would be filled with Chinese stuff. Enjoy what you voted

No country willingly allows "flooding" as you put it. There are no exceptions.

 

[DZero]

No country willingly allows "flooding" as you put it. There are no exceptions.

No SANE country would allow skyrocketing prices just to feed some machines made for few people.

 

[FelixDeCat]

No SANE country would allow skyrocketing prices just to feed some machines made for few people.

I agree.

 

[DZero]

I agree.

If Japan or other country fills the void by flooding the market, I would be OK, China is no exception, the big brands make a BIG void on there and someone has to fill it, and won't be outside the law.

 

[maddogmcgee]

China is more than welcome to flood the Australian market with it's ram. We don't make it so it's literally 100 percent upside. China already make much better phones for the price and most of the stuff in my house, might as well make my DDR as well.

 

[DZero]

China is more than welcome to flood the Australian market with it's ram. We don't make it so it's literally 100 percent upside. China already make much better phones for the price and most of the stuff in my house, might as well make my DDR as well.

At the end, even China can't fill the void, but maintain the prices on sane levels.

 

[fastandfurious6]

TBH

I think only the 'PRO' parts are affected i.e. big/fast RAM, big/fast SSD

if you just want the standard x2 sticks of 16gb valueram and some 2tb SSD you're mostly fine, maybe up to 100-200 bucks price hike total depends on how PRO the part is

difference is even smaller for 2x 8gb and 1tb

 

[DavidC1]

US is not the world, US is the exception, but the rest would be filled with Chinese stuff. Enjoy what you voted

Most ATers likely voted for the opposite of what you think. Now I'm not saying that's a positive.

Also, Chinese are all onboard the AI train too.

 

[DAPUNISHER]

LOL

 

[yottabit]

TBH

I think only the 'PRO' parts are affected i.e. big/fast RAM, big/fast SSD

if you just want the standard x2 sticks of 16gb valueram and some 2tb SSD you're mostly fine, maybe up to 100-200 bucks price hike total depends on how PRO the part is

difference is even smaller for 2x 8gb and 1tb

Yeah, not a great time to be looking at building a new engineering workstation 😭