RAM prices are ridiculous

ToxicBunny said:
Did I at any point refer specifically to DDR5?

Normal being a more normal distribution between enterprise grade/consumer grade manufacturing.
Yes HMB is more profitable than DDR (or consumer grade memory), but that being more profitable has its limits when its use case becomes narrower and the cost becomes prohibitive. Its all well and good producing HMB if you can't actually move all of it.
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OFFS !!!!!!

Do you even know the use cases for HMB memory outside of AI. ????
Do you know that HMB memory was in use WELL before AI, AI increased the demand, but it's use cases don't simply evaporate because it no longer needs it.

The use cases is neither niche nor limited, cloud use, chemistry, astrophysics, VR, networking equipment, professional work stations and rendering, even simulation of weather and data, just to name a few.

HMB memory demand is going away because AI no longer needs it, demand is only going to increase irrespective of AI

it is already in use with with TPUS and NPU's

Sure the HBM memory is expensive to make, and will likely remain with enterprise use case only, the practically is it has been in use since 2013 almost a decade before AI.

HMB isn't a niche
 
wizardofid said:
OFFS !!!!!!

Do you even know the use cases for HMB memory outside of AI. ????
Do you know that HMB memory was in use WELL before AI, AI increased the demand, but it's use cases don't simply evaporate because it no longer needs it.

The use cases is neither niche nor limited, cloud use, chemistry, astrophysics, VR, networking equipment, professional work stations and rendering, even simulation of weather and data, just to name a few.

HMB memory demand is going away because AI no longer needs it, demand is only going to increase irrespective of AI

it is already in use with with TPUS and NPU's

Sure the HBM memory is expensive to make, and will likely remain with enterprise use case only, the practically is it has been in use since 2013 almost a decade before AI.

HMB isn't a niche
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Did I say they would evaporate?

And did I say they were niche or limited?
 
wizardofid said:
How exactly how long do you expect it to take for the AI bubble to burst. ? I hate to break it to you it will take several months if not longer not all areas of AI market is unprofitable, there is a shift already to running LLMs on compact consumer hardware. Crypto mining has seen a similar shift to dedicated hardware.
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AI use in healthcare, engineering, accounting etc will increase. So AI servers are not likely to die out. In healthcare and pharma which are huge, regulation takes time, but that will follow if it's not already done.

Already AI shows itself to be superior to the best cardiologists for ECG reading, but that's not the on-machine algorithm analysis that Welch Allyn or GE include in their ECG machines, that's on server models.
 
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It's hitting GPU prices, apparently, even more from next week.

According to our source, a 3GB GDDR7 chip currently costs between $60 and $70. A standard 2GB GDDR7 chip reportedly costs around $20. This means the 3GB version can cost about three times as much despite providing 50% more capacity.

Such pricing would add hundreds of dollars to the memory cost of...
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Source: VideoCardz.com
 
From a supplier.

For many components, delivery times now exceed one year, and several manufacturers have already started to close their order windows for 2027 ahead of schedule.

Another significant development concerns Intel components. Intel has announced a comprehensive price adjustment effective September 1, 2026. Depending on the product family, price increases of up to 40% will apply.
 

Kospi crashes 12% after SK Hynix earnings; best performing Asian market of 2026 plunges 43% in a month. What’s ahead? - The Economic Times

South Korea's Kospi index crashed over 11% on Wednesday, extending its drop to 43% from its June peak into technical bear market territory. The sharp plunge, triggered by earnings from chipmaker SK Hynix that missed lofty AI-fueled market estimates, prompted government reviews into market...
m.economictimes.com m.economictimes.com

When 2 of the world's 3 producers risks a country's financial ruin...

****ing beautiful.
 
karnuffel said:
Cant help but wonder how that class action lawsuit will pan out....
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Won't mean much. The big 3 have already committed to their orders, haven't they? Even if some regulators score a few million, what good will it do? Factories have to be built. That takes time.
 
dualmeister said:
From a supplier.

For many components, delivery times now exceed one year, and several manufacturers have already started to close their order windows for 2027 ahead of schedule.

Another significant development concerns Intel components. Intel has announced a comprehensive price adjustment effective September 1, 2026. Depending on the product family, price increases of up to 40% will apply.
Click to expand...
And then when nobody buys their stuff they go crying to the media
 
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