Skip to main content

lemmy - Link to source

Ex-Samsung Chip Boss Says China's DRAM Blitz Could Crush The 414% DDR5 Price Spike Within A Year

Ex-Samsung Chip Boss Says China’s DRAM Blitz Could Crush The 414% DDR5 Price Spike Within A Year

Kye-hyun Kyung tells Korean engineering forum that Chinese fabs like CXMT and Jiahe Jinwei could flip the AI-driven memory shortage into oversupply.
Ramish Zafar (Wccftech)
#technology
in reply to ☆ Yσɠƚԋσʂ ☆

Scrubbles
lemmy - Link to source
Scrubbles
• •
Good, this is what I was hoping for, especially with demand for AI datacenters shrinking. I hope Micron hates themselves for killing off Crucial when this happens
in reply to ☆ Yσɠƚԋσʂ ☆

Thorry
lemmy - Link to source
Thorry
• •
It's a good first step, but I already know they will be fine with only 300% of previous prices. They aren't investing all this money to sell to the lowest bidder.
in reply to Thorry

☆ Yσɠƚԋσʂ ☆
lemmy - Link to source
☆ Yσɠƚԋσʂ ☆
• •
I mean we've seen how prices for Chinese solar and EVs dropped once production ramped up, I expect we'll see the same with memory and eventually chips too.
in reply to ☆ Yσɠƚԋσʂ ☆

terabyterex
lemmy - Link to source
terabyterex
• •
as someone who self hosts, i will be buying like crazy. i used to just say "ehh , i'll get it later" - but right now, its hdd availability thats killing me. i am trying to build a nas and wd red plus drives are a week out, with cable guy times. So i have to make sure i will be around in a three day window.
⇧