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. pfdietz · 1789929223 · focus · HN ↗
  What abuse? Responding to supply and demand fluctuations isn't abuse, it's the proper operation of the market.
  1. joshheitzman · 1789930909 · focus · HN ↗
    Where is the additional supply resulting from the sustained increase in demand?
    ErneX · 1789931837 · focus · HN ↗
    Some are building new fabs, example:
    <a href="https://news.skhynix.com/en/fab-facility-investment-2026/" rel="nofollow">https://news.skhynix.com/en/fab-facility-investment-2026/
    It's not an overnight thing obviously.
    DonsDiscountGas · 1789935876 · focus · HN ↗
    Check the article we're commenting under
    Dylan16807 · 1789956155 · focus · HN ↗
    No, this article is not about new fabs.

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