Thread

1. gs17 · 1789928434 · focus · HN ↗

   A shame that this should if anything, lead to consumer DRAM prices getting even worse.

   1. nicoburns · 1789928897 · focus · HN ↗

      Why would more RAM supply lead to higher consumer prices?

      1. matja · 1789929247 · 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. EgregiousCube · 1789929453 · focus · HN ↗

            Keep in mind that total manufacturing capacity is increasing as well. Perhaps not enough to fully offset, but it's incorrect to assume that supply capacity is flat.

            1. pixl97 · 1789933022 · focus · HN ↗

               Question is what does the demand curve for regular ram look like also? If regular production is on a 10% increase curve but a 40% demand curve than we've been at the samw place.

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