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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. seanmcdirmid · · focus · HN ↗
          Aren’t new DRAM fabs being built in China?
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