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. rtpg · 1789950327 · focus · HN ↗
    The same major memory makers got prosecuted for cartel behavior by the DoJ a little over 20 years ago[0].
    One might say "well what specific law have they broken" and I don't know and I don't know if they have, but at the very least the power of the State _could_ be used to force behavioral changes in some ways or another.
    [0]: <a href="https://en.wikipedia.org/wiki/DRAM_industry_price_fixing" rel="nofollow">https://en.wikipedia.org/wiki/DRAM_industry_price_fixing

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