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Samsung is expected to more than double output of its HBM4 and HBM4E DRAM

562 points · 458 comments · giuliomagnifico

  1. glub · · focus · HN ↗
    tl;dr; This is existing production being redirected to HBM. Which means consumer market is going to get a lot worse.

    And the worst thing is that is the best possible strategy for them. It's essentially win-win for everyone but consumers.

    - Buyer (AI) has crazy money, so will pay whatever

    - Seller doesn't have to build anything new, as the buyer is willing to pay whatever

    - Generate ridiculous profits from crazy money

    - No oversupply risk in case of reversal

    - Return from producing HBM to DDR5 in a single quarter if reversal does happen.

    Hold on to your existing hardware, people, and be on lookout for your local deals.

    1. intothemild · · focus · HN ↗
      This should be the top comment.

      It absolutely is not a great situation at all. This won't make things better.

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