‹ BackHN Continuity

Thread

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. mattstir · · focus · HN ↗
        Part of the implication is that factories that could be producing consumer-facing DRAM like DDR5 would be retooled to produce HBM instead, leading to even less total consumer RAM production.
        1. m4rtink · · focus · HN ↗
          The crash won't be kind to them & they deserve everything they will got for their past behavior.
        2. crote · · focus · HN ↗
          This is already happening, by the way.

          SK Hynix's new Cheongju M15x fab was originally intended to be for DDR, but mid-construction they shifted it to HBM. Similarly, the Icheon M10F packaging line has been retooled to HBM, allowing it to assist in processing the output of other fabs.

          And this was news early last year, so who knows how far it has progressed since then.

Open on Hacker News to reply ↗

Unofficial Hacker News client; not affiliated with Y Combinator.