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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. devy · · focus · HN ↗
        HBM4 and HBM4E DRAM are NOT the DDR4/5 that consumer markets need. Capacity allocation is leaning more to data center grade HBMs so less to produce dedicated DDR4/5 DRAMs. Supply demand will further drive up the consumer DRAM price! Note, the article mentions NO of new fabs is being constructed (all semiconductor manufacturers know that constructing more fabs means the boom/burst cycle will eventually kill them, so no one create more fabs) Perhaps the federal government need to step in here - the market doesn't fit the issue.
        1. chr15m · · focus · HN ↗
          No, completely wrong. Supply and demand will definitely fix this.

          More HBM4 will drive the price of it down. That will make it less profitable to produce. That will mean firms shift some production back to more profitable "consumer" RAM. Increased supply will lead to lower prices.

          A shortage is always followed by a glut.

          1. no-name-here · · focus · HN ↗
            > That will mean firms shift some production back to more profitable "consumer" RAM. Increased supply will lead to lower prices.

            Long-term, sure. But the article we are discussing is about next year, non-HBM supply going from 60% of their output to 20% (HBM 40%→80%).

            1. chr15m · · focus · HN ↗
              > Long-term, sure.

              Yes. Non-HBM Samsung supply going from 60% to 20% will cause prices to increase, which will cause increased production of non-HBM, and then prices will fall (below where they currently are).

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