Thread

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

562 points · 458 comments · giuliomagnifico

shevy-java · 1789929023 · focus · HN ↗
About 2 years ago I bought some SDRAM or something like that, DDR4 or DDR5, don't recall offhand. A few months ago I looked at the price today, and it was over 3x as high. That's just insane. Governments need to do something against this abuse system that AI amplified here.
1. digdigdag · 1789929314 · focus · HN ↗
  > Governments need to do something against this abuse system that AI amplified here.
  Which governments, and what exactly would you want these governments to do? The demand is global. There are no levers a single government can pull to meaningfully influence the global demand without fully committing to an protectionist economic policy, in which case the U.S. doesn't have the facilities to magically pop up world class fabs overnight, and South Korea and Taiwan don't have the market demand that the U.S. generates to justify their investments in making these chips and China lacks the IP to be able to build anything comparable to Nvidia's silicon at the moment.
  No one has all the cards and no one controls all the levers.
  1. newsclues · 1789930287 · focus · HN ↗
    How much memory does it take for the consumer market not to be totally screwed?
    Can that share of production be allocated to consumers, and the AI fights over the rest?
    m4rtink · 1789950072 · focus · HN ↗
    Well, thats kinda how strategic reserves work - so that say food manufacturers just don't dump all the cheap food to sell crack instead & everybody starves to death.

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