News Explosive HBM demand fueling an expected 20% increase in DDR5 memory pricing — demand for AI GPUs drives production cuts for standard PC memory

[Admin]

As demand for high bandwidth memory increases, DRAM prices are poised to go up, too, as chipmakers shift priorities to HBM production for AI GPUs.

Explosive HBM demand fueling an expected 20% increase in DDR5 memory pricing — demand for AI GPUs drives production cuts for standard PC memory : Read more

 

[mac_angel]

ditch almost all DDR manufacturing, work on more mass production of HMB, and incorporate it into more GPUs like they were supposed to.

 

[thisisaname]

I wonder how much of the increase in production is down to undoing the cuts in production they made in 2023.

 

[parkerthon]

It’s about bubblelicious as it gets right now. Little mini datacenter renaissance happening as everyone and anyone are trying to cobble together a HPC environment to train vertical sector specific AI models. Lots of data out there people want to throw at models and see what sticks. I think AI has great promise, but nobody is buying it yet and most of these upstarts are light years away from any kind of real product. Waiting for that loud pop any day now.

 

[Li Ken-un]

Waiting for that loud pop any day now.

Shower us, o tech overlords! With remains of your future corpses! Enterprise SSDs, RAM, and GPUs galore!

 

[subspruce]

ditch almost all DDR manufacturing, work on more mass production of HMB, and incorporate it into more GPUs like they were supposed to.

HBM is expensive.

 

[mac_angel]

HBM is expensive.

it wouldn't be if they all mass produced it.