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Samsung is expected to more than double output of its HBM4 and HBM4E DRAM

562 points · 458 comments · giuliomagnifico

  1. gs17 · · focus · HN ↗
    A shame that this should if anything, lead to consumer DRAM prices getting even worse.
    1. nicoburns · · focus · HN ↗
      Why would more RAM supply lead to higher consumer prices?
      1. matja · · focus · HN ↗
        Depends on what proportion of Samsung's output is current HBM4 and HBM4E DRAM.

        Everything in their statement can be true and it be a bad thing for consumers of non-HBM RAM.

        "HBM capacity to expand to 250,000 wafers a month"

        So let's say their current HBM capacity is 100k wafers/month (pure speculation/random number for illustration), and their total RAM capacity (including HBM( is 300k wafers/month, then non-HBM capacity reduces from 200k to 50k.

        1. gs17 · · focus · HN ↗
          And it's worse than that, Micron said that converting capacity to HBM was at a 3:1 ratio, so that 250k HBM could be up to 750k in non-HBM. Fortunately, some of the increase is due to improved processes.
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