[HN Gopher] PS5 now costs less than 64GB of DDR5 memory. RAM jum...
       ___________________________________________________________________
        
       PS5 now costs less than 64GB of DDR5 memory. RAM jumps to $600 due
       to shortage
        
       Author : speckx
       Score  : 186 points
       Date   : 2025-11-24 19:29 UTC (3 hours ago)
        
 (HTM) web link (www.tomshardware.com)
 (TXT) w3m dump (www.tomshardware.com)
        
       | geerlingguy wrote:
       | Ouch. Wondering if homelabs will be scavenged for unused RAM as
       | even DDR4 is going up in price :(
        
         | Havoc wrote:
         | I've been selling the ddr4 I had lying around. Also consider
         | removing some from desktop since I don't really use 64gb.
        
         | Hamuko wrote:
         | I'm personally waiting for the first DDR5 heist. Breaking into
         | a computer store and taking all of the RAM that isn't soldered
         | down.
        
       | StableAlkyne wrote:
       | It's crazy how much RAM has inflated in the last month. I checked
       | the price history of a few DDR5 kits and most have tripled since
       | _September_.
        
         | georgefrowny wrote:
         | Why specifically just now? It doesn't seem that much has
         | materially changed very recently.
        
       | lousken wrote:
       | Everyone should unsub from this AI frenzy, this is ridiculous
        
       | radicality wrote:
       | I just checked how much I paid around 12 months ago for Crucial
       | 96GB kit (2x48GB ddr5 5600 so-dimm). Was $224, same kit today I
       | see listed at $592, wild :/
        
         | NewsaHackO wrote:
         | I bought 2x 32 GB DDR5 in august for $150, Now its $440. I
         | dodged a HUGE bullet.
        
         | ThatMedicIsASpy wrote:
         | 96GB 6400, 380EUR 2023-11
        
         | pmdr wrote:
         | Same, bought in August for $250 (EU), now it's ~$840. I ended
         | up returning the laptop I'd bought it for and thought 'why hold
         | on to the RAM, it'll only depreciate in value,' so I returned
         | that too. Better hold on to my PS5, I guess.
        
         | tucnak wrote:
         | I did buy 384 GB worth of Samsung DDR5-4800 sticks for my
         | homelab a few months ago. I was wondering at the time if I
         | really needed it, well ended up using it anyway, and turns out,
         | dodged a bullet big time.
        
         | skwee357 wrote:
         | This is insane!
         | 
         | I got 2 sticks of 16GB DDR4 SODIMM for EUR65.98 back in
         | February. The same two sticks in the same store now cost EUR186
        
       | pseudosavant wrote:
       | Built my son's first gaming PC 2 months ago. Figured it would be
       | cheaper around Black Friday, but the prices were reasonable
       | enough that we didn't wait. Turned out to be a huge savings to
       | buy that fast DDR5 in September.
        
         | EddieB wrote:
         | Just went through this today for my daughter- struggled to find
         | an i5 not on pre-order, and the RAM was crippling- ended up
         | going Ryzen 7 for a first time and 2x8Gb DDR5 6000 @ PS119 -
         | looking forward to building it with her!
        
         | cwbriscoe wrote:
         | I wish I would have done what you did. Especially since I
         | wanted 128GB. Now I am probably going to settle for 64GB or
         | maybe 96GB.
        
           | venturecruelty wrote:
           | The better play would've been to buy Bay Area real estate in
           | the 1970s, but what're you gonna do? _lights cigarette_
        
         | vkou wrote:
         | I bought 64GB of DDR5 two weeks ago. That same RAM is now twice
         | the price.
        
         | wiredfool wrote:
         | I just got one of the last beelink ser-8s with 64gb for $750.
         | They sold out by the time my order arrived. The newer ones are
         | starting around 830 for a 32gb machine (admittedly with newer
         | everything)
        
         | mikesickler wrote:
         | I bought 32GB x 2 of G.SKILL a year ago and paid $204. Now it's
         | $600. Insane
        
       | dawnerd wrote:
       | Noticed SSDs went up too. There's a "black friday" sales price
       | for a 4TB crucial external drive that's at its highest price in
       | 90 days.
       | 
       | Bad time if you need to build a computer.
        
         | rkagerer wrote:
         | Article says:
         | 
         |  _Looking at it optimistically, you 're probably going to find
         | DDR5 at bargain prices again in 2027._
         | 
         | When do _you_ think prices will recede again?
        
         | StopDisinfo910 wrote:
         | RAM prices are cyclical. We are in the under supply part of the
         | cycle.
         | 
         | People just have to wait. As prices are sky high, production
         | capacity will likely increase. Some AI companies will go bust.
         | Demand will plummet and we will buy RAM for pennies while the
         | market consolidates.
        
           | bryanlarsen wrote:
           | That's historically what happened when we had proper
           | competition. Now we have a 3 party oligopoly and massive
           | barriers to entry. Now at least 1 of the 3 is actively
           | signalling than they're not going to not going to spend 100s
           | of billions to expand fab capacity that will lower their
           | profits because if one does it they'll all do it. It's a
           | prisoner dilemma, and they're co-operating. When they co-
           | operate we all lose.
        
             | timschmidt wrote:
             | The entry of Chinese DRAM into the market may spur
             | increased competition. If not for competition's sake alone,
             | for national security and domestic supply chain integrity
             | concerns.
        
           | nicolaslem wrote:
           | That is also somewhat true for GPUs, hard drives and SSDs.
           | They all usually have different cycles but today AI is making
           | them peak all at the same time.
        
           | venturecruelty wrote:
           | Great, we can eat the RAM when we're all unemployed.
        
         | Modified3019 wrote:
         | I built 4 systems between Jan-May for myself and family, very
         | fortuitous timing, because no way would I be doing it now.
        
         | caycep wrote:
         | bc some people up top loved the idea of the old Smoot Hawley
         | thing
        
       | Someone1234 wrote:
       | It will be interesting to see the knock on effect of some
       | upcoming consumer electronics; for example Apple was rumored to
       | be working on a cheaper MacBook that uses an iPad CPU, and Valve
       | is working on a SteamOS based gaming machine. Both will likely
       | live/die based on _price_.
        
         | dsiddharth wrote:
         | edit: looks like i had the wrong understanding, thanks to the
         | comments below for explaining
         | 
         | ~~~~~helps that Apple's SoC has the RAM on the main die itself.
         | They're probably immune from these price hikes, but a lot of
         | the PC/Windows vendors would, which would only make Apple's
         | position even stronger~~~~
        
           | arjie wrote:
           | How does that make a difference? It's not like the price
           | change is on DIMMs. The price change is on the DRAM, which is
           | a commodity item. It's not like someone is going to discount
           | it if you tell them "nah, I'm going to solder this one to my
           | SoC".
           | 
           | If Apple is insulated it is likely because Apple signs big
           | contracts for large supply and manufacturers would prefer to
           | be insulated from short-term demand shocks and have some
           | reliability that their fabs can keep running and producing
           | profitable chips.
        
           | 201984 wrote:
           | Which Apple product is this? Memory dies and logic dies
           | require entirely different factories to make, so I doubt this
           | SoC exists.
        
           | bryanlarsen wrote:
           | They're probably immune for a while because they're probably
           | using a long term contract, but when it comes time to renew
           | they'll have to offer close to market price to convince the
           | manufacturers not to use that fab space for more profitable
           | memory.
        
           | amiga-workbench wrote:
           | Perhaps on the same package (stacked) but absolutely not on
           | the same die.
        
           | hoherd wrote:
           | I also had that misunderstanding, so after seeing this
           | comment I looking up info. In this article you can see the
           | xray of the m1 chip composited onto the photo of the chip,
           | which has external memory components. You can also see in the
           | architecture diagram that the memory is attached from outside
           | the area where the Fabric, CPU, GPU, NPU, cache, and some
           | other unlabeled things are located.
           | https://www.macrumors.com/guide/m1/
           | 
           | And in this article you can see a photo of the memory chips
           | attached outside of the Apple component
           | https://www.gizmochina.com/2020/11/19/apple-mac-mini-
           | teardow...
        
         | Aurornis wrote:
         | It's way too early to assume these prices are permanent. It's a
         | supply crunch meeting a demand spike. The market will find
         | equilibrium.
         | 
         | Big manufacturers also order their DRAM in advance with
         | contractually negotiated pricing. They're not paying these spot
         | market prices for every computer they ship.
        
       | Yokolos wrote:
       | I bought 32GB of DDR5 SODIMM last year for 108EUR on Amazon. The
       | exact same product that I bought back then is now 232EUR on
       | Amazon. I don't like this ride.
        
       | HacklesRaised wrote:
       | AI is a net negative fnyor anyone not in on the grift.
        
         | pmdr wrote:
         | Hang in there, abundance is on its way! /s
        
       | theginger wrote:
       | When did a PS5 become a unit of cost? For reference seems to be
       | about 0.002 London buses
        
         | Yokolos wrote:
         | Give it a month or two and it might be cheaper to get the bus.
        
         | jkingsman wrote:
         | I think it's intended as a comparison of cost when building a
         | gaming-capable computer vs. a console of somewhat equivalent
         | power.
         | 
         | It used to be a general rule of thumb that you could build a
         | computer of roughly equivalent power for the cost of a game
         | console, or a little more -- now the memory costs more than the
         | whole console.
        
           | AuthAuth wrote:
           | It still is a rule of thumb, you dont need DDR5 for a gaming
           | computer let alone 64gb. A low end am4 cpu + 16gb of DD4 3600
           | and a decent gpu will beat a ps5 in performance and cost. I
           | dont understand why the headline made this strange
           | comparison.
        
           | Krutonium wrote:
           | To be fair, if this keeps up, expect the price of a PS5 to
           | skyrocket too.
        
             | Hamuko wrote:
             | Hopefully Sony has long-term contracts for their
             | components. I presume they have an idea of how many PS5s
             | they're going to be making still.
        
           | keyringlight wrote:
           | It doesn't help that GPUs have also generally gone up over
           | the past decade because there's more market for them besides
           | gaming, along with how they benefit from being hugely
           | parallel and the larger you can make them the better, and
           | fabrication costs are shooting up. I think there was a
           | GamersNexus video at the launch of one of the previous GPU
           | generations that noted that there was a move from "more for
           | your money" each generation towards "more for more", i.e.
           | keeping the value roughly static and increasing the amount
           | they charged for a more capable product.
        
           | bhelkey wrote:
           | > I think it's intended as a comparison of cost when building
           | a gaming-capable computer vs. a console of somewhat
           | equivalent power.
           | 
           | The PS5 has 16GB of RAM. One can buy 16GB of RAM for ~$100
           | [1].
           | 
           | [1] https://pcpartpicker.com/product/9fgFf7/kingston-fury-
           | beast-...
        
         | silisili wrote:
         | Seems like an American thing. We measure distances in football
         | fields and volumes in olympic pools, seems we now measure money
         | in PS5s. It tracks...
        
         | whalesalad wrote:
         | The tech equivalent to the Big Mac index?
         | https://en.wikipedia.org/wiki/Big_Mac_Index
        
         | zorked wrote:
         | It's a more stable unit than US dollars.
        
         | Aurornis wrote:
         | > When did a PS5 become a unit of cost? For reference seems to
         | be about 0.002 London buses
         | 
         | Gaming consoles are something people buy. Any parent or gamer
         | has an idea what they cost.
         | 
         | People do not buy London Buses themself
        
         | hn92726819 wrote:
         | Approximately the instant when a single component (RAM) of a
         | comparable product (Gaming PC) became more expensive than the
         | entirety of said product.
         | 
         | I wonder what you'd think if bus tires exploded in price and
         | started costing .25 London busses per tire.
        
         | DrammBA wrote:
         | It think it's intentionally obtuse while being tangentionally
         | related simply to generate engagement
        
       | timschmidt wrote:
       | Potentially unpopular take: memory manufacturers have been
       | operating on the margins of profitability for quite a while now.
       | Their products are essentially an indistinguishable commodity.
       | Memory from Samsung or Micron or another manufacturer may have
       | slight differences in overclockability, but that matters little
       | to folks who just want a stable system. Hopefully the shortage
       | leads large purchasers to engage in long-term contracts with the
       | memory manufacturers which give them the confidence to invest in
       | new fabs and increased capacity. That would be great for
       | everyone. Additionally, we're likely to see Chinese fab'd DRAM
       | now, which they've been attempting since the '70s but never been
       | competitive at. With these margins, any new manufacturer could
       | gain a foothold.
       | 
       | If LLMs' utility continues to scale with size (which seems likely
       | as we begin training embodied AI on a massive influx of robotic
       | sensor data) then it will continue to gobble up memory for the
       | near future. We may need both increased production capacity _and_
       | a period of more efficient software development techniques as was
       | the case when a new 512kb upgrade cost $1,000.
        
         | wkat4242 wrote:
         | Well, what really prompted this crisis is AI, as well as
         | Samsung shutting down some production (and I have to say I
         | don't think they mind that the pricing has skyrocketed as a
         | result!)
         | 
         | But yes we're going to need more fabs for sure
        
           | embedding-shape wrote:
           | > Well, what really prompted this crisis is AI,
           | 
           | If the shortage of RAM is because of AI (so servers/data
           | centers I presume?), wouldn't that mean the shortage should
           | be localized to RDIMM rather than the much more common UDIMM
           | that most gaming PCs use? But it seems to me like the pricing
           | is going up more for UDIMM than RDIMM.
        
             | bradfa wrote:
             | Because manufacturers transitioned fab and assembly lines
             | from low margin dram to higher margin products like hbm,
             | hence reducing dram supply. But the demand for consumer
             | grade dram hasn't changed much so prices for it go up.
        
             | dboreham wrote:
             | Same chips in both, made in the same fabs. Any relative
             | price difference is like the difference between regular and
             | premium gas/petrol.
        
               | dylan604 wrote:
               | wait, are you saying that there's no difference between
               | regular and premium gas?
        
               | PunchyHamster wrote:
               | no, but made in same place with mostly same ingredients,
               | just different ratio to hit higher octane (and in some
               | cases some extra additives).
               | 
               | Also vary a bit between winter a summer, basically in
               | winter they can get away with putting a bit more volatile
               | compounds coz it's colder
        
             | wmf wrote:
             | UDIMM and RDIMM use the same DRAM chips. And my
             | understanding is that the fabs can switch between DDR5,
             | LPDDR5, and maybe HBM as needed. This means high demand for
             | one type can create a shortage of the others.
        
             | Aurornis wrote:
             | It's a valid question if you're not familiar with the RAM
             | market. Sorry you're getting downvoted for it.
             | 
             | The manufacturers make the individual chips, not the
             | modules (DIMMs). (EDIT: Some companies that make chips may
             | also have business units that sell DIMMS, to be pedantic.)
             | 
             | The R in RDIMM means register, aka buffer. It's a separate
             | chip that buffers the signals between the memory chips and
             | the controller.
             | 
             | Even ECC modules use regular memory chips, but with extra
             | chips added for the ECC capacity.
             | 
             | It can be confusing. The key thing to remember is that the
             | price is driven by the price of the chips. The companies
             | that make DIMMs are buying chips in bulk and integrating
             | them on to PCBs.
        
               | consp wrote:
               | > Even ECC modules use regular memory chips, but with
               | extra chips added for the ECC capacity.
               | 
               | Quite a few unbuffered designs in the past had a "missing
               | chip". If you ever wondered why a chip was missing on
               | your stick, it's missing ECC. Don't know if it's still
               | the case with DDR5 though.
        
               | buildbot wrote:
               | I have not seen that yet DDR5, I think the signal
               | integrity requirements are too high now to even have
               | unused pads open. Most sticks don't appear to have many
               | traces at all on the top/bottom sides, just big
               | power/ground planes.
               | 
               | Also with DDR5 each stick is actually 2 channels so you
               | get 2 extra dies.
        
             | PunchyHamster wrote:
             | The chips come from same factory. And difference betweeen
             | those two is... a buffer chip. And extra ram die for ECC
        
         | SirFatty wrote:
         | "memory manufacturers have been operating on the margins of
         | profitability for quite a while now."
         | 
         | The manufacturers are scumbags is more likely answer.
         | 
         | https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal
        
           | timschmidt wrote:
           | I don't disagree per-se, but this is the sort of thing which
           | happens when only a few businesses exist in a commodity
           | market with high entry costs. IOW, it's not great, but it is
           | predictable. See: Oil.
        
             | HPsquared wrote:
             | Looking forward to the "Organization of Processor-Etching
             | Corporations".
        
             | venturecruelty wrote:
             | It's not just predictable, it's illegal. Of course, if you
             | have an executive that actually cares about enforcing the
             | law.
        
           | testing22321 wrote:
           | You mean "capitalists".
           | 
           | Maximizing profit is the only sane way to play a rigged game
        
         | caycep wrote:
         | It's a sad trend for "the rest of us" and history in general.
         | The economic boom of the 80's thru the 2010s has been a vast
         | democratization of computation - hardware became more powerful
         | and affordable, and algorithms (at least broadly if not
         | individually) became more efficient. We all had supercomputers
         | in our pockets. This AI movement seems to move things in the
         | opposite direction, in that us plebeians have less and less
         | access to RAM, computing power and food and...uh...GPUs to play
         | Cyberpunk; and are dependent on Altermanic aristocracy to
         | dribble compute onto us at their leisure and for a hefty tithe.
         | 
         | I am hoping some of that Clayton Christensen disruption the
         | tech theocracy keep preaching about comes along with some O(N)
         | decrease in transformer/cDNN complexity that disrupts the
         | massive server farms required for this AI boom/bubble thing.
        
           | timschmidt wrote:
           | One can see it that way, granted. When I zoom all the way
           | out, all of consumer computation has existed as sort of an
           | addendum or ancillary organ to the big customers: government,
           | large corporations, etc. All our beloved consumer tech
           | started out as absurdly high priced niche stuff for them.
           | We've been sold the overflow capacity and binned parts. And
           | that seems to be a more-or-less natural consequence of large
           | purchasers signing large checks and entering predictable
           | contracts. Individual consumers are very price sensitive and
           | fickle by comparison. From that perspective, anything that
           | increases overall capacity should also increase the supply of
           | binned parts and overflow. Which will eventually benefit
           | consumers. Though the intervening market adjustment period
           | may be painful (as we are seeing). Consumers have also
           | benefited greatly from the shrinking of component sizes, as
           | this has had the effect of increasing production capacity
           | with fixed wafer volume.
        
             | HPsquared wrote:
             | Gaming drove the development of GPUs which led to the
             | current AI boom. Smartphones drove small process nodes for
             | power efficiency.
        
               | timschmidt wrote:
               | SGI and 3Dfx made high-end simulators for aerospace in
               | the beginning. Gaming grew out of that. Even Intel's
               | first GPU (the i740) came from GE Aerospace.
        
               | whizzter wrote:
               | Flight simulators just had more cash for more advanced
               | chips, but arcade games like the Sega Model 1 (Virtua
               | Racing) was via Virtua Fighter an inspiration for the
               | Playstation, and before that there was crude games on
               | both PC and Amiga.
               | 
               | Games were always going to go 3d sooner or later, the
               | real pressure of the high volume competitive market got
               | us more and more capable chips until they were capable
               | enough for the kind of computation needed for neural
               | networks faster than a slow moving specialty market could
               | have.
        
               | timschmidt wrote:
               | > Flight simulators just had more cash for more advanced
               | chips
               | 
               | Yes. That is my point. The customers willing to pay the
               | high initial R+D costs opened up the potential for wider
               | adoption. This is always the case.
               | 
               | Even the gaming GPUs which have grown in popularity with
               | consumers are derivatives of larger designs intended for
               | research clusters, datacenters, aerospace, and military
               | applications.
               | 
               | No question that chip companies are happy to take
               | consumers money. But I struggle to think of an example of
               | a new technology which was invented and marketed to
               | consumers first.
        
             | Aurornis wrote:
             | > When I zoom all the way out, all of consumer computation
             | has existed as sort of an addendum or ancillary organ to
             | the big customers: government, large corporations, etc.
             | 
             | Perfectly stated. I think comments like the one above come
             | from a mentality that the individual consumer should be the
             | center of the computing universe and big purchasers should
             | be forced to live with the leftovers.
             | 
             | What's really happening is the big companies are doing R&D
             | at incredible rates and we're getting huge benefits by
             | drafting along as consumers. We wouldn't have incredible
             | GPUs in our gaming systems and even cell phones if the
             | primary market for these things was retail entertainment
             | purchases that people make every 5 years.
        
           | immibis wrote:
           | It's not like you need 64GB to have "democratized
           | computation". We used to have 64MB and that was plenty.
           | Unfortunately, software got slower more quickly than hardware
           | got quicker.
        
             | Aurornis wrote:
             | > Unfortunately, software got slower more quickly than
             | hardware got quicker.
             | 
             | Hard disagree. A $600 Mac Mini with 16GB of RAM runs
             | everything insanely faster than even my $5000 company-
             | purchased developer laptops from 10 years ago. And yes,
             | even when I run Slack, Visual Studio Code, Spotify, and a
             | gazillion Chrome tabs.
             | 
             | The HN rhetoric about modern computing being slow is
             | getting strangely disconnected from the real world. Cheap
             | computers are super fast like they've never been before,
             | even with modern software.
        
             | vel0city wrote:
             | > We used to have 64MB and that was plenty.
             | 
             | Bullshit. It was cramped and I wasn't able to do half of
             | what I was wanting to actually do. Maybe it was plenty _for
             | your usecases_ , but such a small amount of memory was weak
             | for my needs in the late 90s and 2000s. 64MB desktops
             | struggled to handle the photo manipulations I wanted to do
             | with scanned images. Trying to do something like edit video
             | on a home PC was near impossible with that limited amount
             | of memory. I was so happy when we managed to get a 512MB
             | machine a few years later, it made a lot of my home
             | multimedia work a _lot_ better.
        
           | Aurornis wrote:
           | > This AI movement seems to move things in the opposite
           | direction, in that us plebeians have less and less access to
           | RAM, computing power and food and...uh...GPUs to play
           | Cyberpunk; and are dependent on Altermanic aristocracy to
           | dribble compute onto us at their leisure and for a hefty
           | tithe.
           | 
           | Compute is cheaper than ever. The ceiling is just higher for
           | what you can buy.
           | 
           | Yes, we have $2000 GPUs now. You don't have to buy it. You
           | probably shouldn't buy it. Most people would be more than
           | fine with the $200-400 models, honestly. Yet the fact that
           | you _could_ buy a $2000 GPU makes some people irrationally
           | angry.
           | 
           | This is like the guy I know who complains that pickup trucks
           | are unfairly priced because a Ford F-150 has an MSRP of
           | $80,000. It doesn't matter how many times you point out that
           | the $80K price tag only applies to the luxury flagship model,
           | he anchors his idea of how much a pickup truck costs to the
           | highest number he can see.
           | 
           | Computing is cheaper than ever. The power level is increasing
           | rapidly, too. The massive AI investments and datacenter
           | advancements are pulling hardware development forward at an
           | incredible rate and we're winning across the board as
           | consumers. You don't have to buy that top of the line GPU nor
           | do you have to max out the RAM on your computer.
           | 
           | Some times I think people with this mentality would be
           | happier if the top of the line GPU models were never
           | released. If nVidia stopped at their mid-range cards and
           | didn't offer anything more, the complaints would go away even
           | though we're not actually better off with fewer options.
        
             | ed_elliott_asc wrote:
             | The thing about being annoyed about the top of the range
             | prices, for me, it irritates as it feels like it drags the
             | lower models prices upwardsz
        
         | j45 wrote:
         | Manufacturing is based on anticipating demand.
         | 
         | Unforseen things like the pandemic hurt profits.
         | 
         | Letting things go this unmanaged with a 3 year run way for AI
         | demand seems a little hard to understand. In this case, not
         | anticipating demand seems to creates more profit.
        
         | Aurornis wrote:
         | > Hopefully the shortage leads large purchasers to engage in
         | long-term contracts with the memory manufacturers which give
         | them the confidence to invest in new fabs and increased
         | capacity.
         | 
         | Most DRAM is already purchased through contracts with
         | manufacturers.
         | 
         | Manufacturers don't actually want too many extremely long term
         | contracts because it would limit their ability to respond to
         | market price changes.
         | 
         | Like most commodities, the price you see on places like Newegg
         | follows the "spot price", meaning the price to purchase DRAM
         | for shipment immediately. The big players don't buy their RAM
         | through these channels, they arrange contracts with
         | manufacturers.
         | 
         | The contracts with manufacturers will see higher prices in the
         | future, but they're playing the long game and will try to delay
         | or smooth out purchasing to minimize exposure to this spike.
         | 
         | > Additionally, we're likely to see Chinese fab'd DRAM now,
         | which they've been attempting since the '70s but never been
         | competitive at.
         | 
         | Companies like Samsung and SK Hynix have DRAM fabs in China
         | already. This has been true for decades. You may have Chinese
         | fab'd DRAM in the computer you're using right now.
         | 
         | Are you referring to complete home-grown DRAM designs? That,
         | too, was already in the works.
        
           | timschmidt wrote:
           | > Are you referring to complete home-grown DRAM designs?
           | That, too, was already in the works.
           | 
           | Yes, via cxmt as discussed by Asianometry here:
           | https://www.youtube.com/watch?v=mt-eDtFqKvk
           | 
           | As I mentioned, various groups within China have been working
           | on China-native DRAM since the '70s. What's new are the
           | margins and market demand to allow them to be profitable with
           | DRAM which is still several years behind the competition.
        
         | venturecruelty wrote:
         | I guess we'll just have to stop making computer memory if it
         | ceases to be profitable. The market is so efficient.
        
         | az226 wrote:
         | https://videocardz.com/newz/chinese-cxmt-to-produce-ddr5-800...
        
       | librasteve wrote:
       | I used to sell 64kbit (yes, bit) DRAM at $7 in 1982. 1 year later
       | was <$0.50.
       | 
       | The memory business is a pure commodity and brutally cyclic. Big
       | profit => build a fab => wait 2 years => oh shit, everyone else
       | did it => dump units at below cost. Repeat.
        
         | dboreham wrote:
         | Old enough here to remember Intel exiting the DRAM business.
        
           | timschmidt wrote:
           | Same! And then they made new eDRAM for a hot minute as part
           | of Crystal Well. It'd be fun to see them get back into the
           | game in a serious way, but their on-again-off-again attitude
           | toward dGPUs does not give me confidence in their ability to
           | execute on such long-term plans.
        
           | kabdib wrote:
           | Old enough here to remember Intel entering the DRAM business
           | :-)
        
         | loloquwowndueo wrote:
         | Then you have "acts of God" like that time when a flood or fire
         | or something caused the only factory in the world that produced
         | some obscure part of memory chips to stop production and memory
         | costs double almost overnight. I remember my 4 -> 32 MB back in
         | the 90s cost a fortune because of this.
        
         | huseyinkeles wrote:
         | A great example for the pork cycle.
         | 
         | https://en.wikipedia.org/wiki/Pork_cycle
        
       | debo_ wrote:
       | The oft-snickered-at "smuggling 3mb of hot RAM" line from
       | Neuromancer may have been prophetic after all.
        
         | retrac wrote:
         | If you are a scifi author, it's a mistake to give any hard
         | numbers in real-world units. You will, most likely, greatly
         | underestimate. Even trying to greatly overestimate, you will
         | underestimate.
         | 
         | Commander Data's specifications in the Star Trek TNG episode
         | _The Measure of a Man_ from 1989: 800 quadrillion bits of
         | storage, computing at 60 trillion operations per second.
         | 
         | 100 petabytes. That's a big machine. A very big machine. But
         | supercomputers now have memories measured in petabytes.
         | 
         | They never used "bits" again in any Star Trek script. It was
         | kiloquads and gigaquads from then on.
        
           | teach wrote:
           | That's fun! To further prove your point I saw this and
           | thought "yeah maybe 100 PB is more common these days but 60
           | trillion ops / second seems like a lot"
           | 
           | Then I did some googling and it turns out that a single 5090
           | GPU has a peak FP32 performance of over 100 TFLOPS!
        
       | dboreham wrote:
       | Quick reminder that DRAM futures have existed since the 1980s so
       | you all could have protected your price with calls.
        
         | venturecruelty wrote:
         | Call me old-fashioned, but I shouldn't have to have a stock
         | broker to buy a computer. Maybe we could re-organize society to
         | be a bit less ridiculous. "Quick reminder that you could've
         | been born rich instead of a povvo."
        
       | merelysounds wrote:
       | In case anyone else wanted to check, PS5 has[1]:
       | 
       | > Memory: 16 GB GDDR6 SDRAM
       | 
       | So unless the RAM price jumps to 4x the price of a PS5, getting a
       | PS5 is not the most cost efficient way to get to 64 GB of RAM.
       | 
       | In comparison, PS3 has been used to build cheap clusters[2].
       | 
       | [1]: https://en.wikipedia.org/wiki/PlayStation_5
       | 
       | [2]: https://en.wikipedia.org/wiki/PlayStation_3_cluster
        
       | nehal3m wrote:
       | I picked up a PS5 today on a Black Friday deal for 350EUR. 32GB
       | DDR5 is at around 280EUR at the moment.
       | 
       | I have a gaming PC, it runs Linux because (speaking as a
       | Microsoft sysadmin with 10 years under my belt) I hate what
       | Windows has become, but on commodity hardware it's not quite
       | there for me. Thought I'd play the PlayStation backlog while I
       | wait for the Steam Machine.
        
         | tapoxi wrote:
         | Don't forget to play Astro's Playroom, it comes with the system
         | and it's a blast.
        
       | pmdr wrote:
       | So, like, we were already pretty much priced out of higher-end
       | graphic cards, and now it's happening to RAM. All this while jobs
       | are disappearing, layoffs are ongoing and CEOs are touting AI's
       | 'capabilities' left and right.
       | 
       | Next is probably CPUs, even if AIs don't use them that much,
       | manufactures will shift production to something more profitable,
       | then gouge prices so that only enterprises will pay for them.
       | 
       | What's next? Electricity?
       | 
       | Where the f*k is all the abundance that AI was supposed to bring
       | into the world? /rant
        
         | tapoxi wrote:
         | Electricity prices are already skyrocketing, it's present - not
         | next.
        
           | imglorp wrote:
           | Yes electricity by more short-sighted, dirty methods
           | (remember when crypto clowns bought an old fossil plant just
           | for coin mining?) but more alarming, fresh water.
           | 
           | That can be a bigger problem for civilization.
        
         | amarcheschi wrote:
         | The abundance is there, it just isn't for you or other working
         | class people
        
         | smallmancontrov wrote:
         | In the share prices. Hope you're rich, because that's the only
         | thing the economy cares about.
        
         | zozbot234 wrote:
         | Actually, this seems to be mostly a spike in retail prices, not
         | wholesale DRAM contracts that are only up 60% or so in the past
         | few months according to Samsung. So we should most likely place
         | at least some fraction of the blame on our fellow consumers for
         | overreacting to the news and hoarding RAM at overinflated
         | prices. DRAM sticks are the new toilet paper.
        
           | PunchyHamster wrote:
           | "only" ? Nobody is hoarding RAM (at least yet, consumers seem
           | mostly blindsided by it), this is directly caused by industry
           | thirst for AI
        
         | georgefrowny wrote:
         | Maybe that is the answer to how things are supposed to work if
         | AI replaces everyone and no one can afford to buy their stuff.
         | 
         | Things being too cheap allows money to pool at the bottom in
         | little people's hands in the forms of things like "their homes"
         | and "their computers" and "their cars".
         | 
         | You don't really want billions in computing hardware (say)
         | being stashed down there in inefficient, illiquid physical
         | form, you want it in a datacentre where it can be leveraged,
         | traded, used as security, etc. If it has to be physically held
         | down there, ideally it should be expensive, leased and have a
         | short lifespan. The higher echelons seem apparently to think
         | they can drive economic activity by cycling money at a higher
         | level amongst themselves rather than looping in actual people.
         | 
         | This exact price jump seems largely like a shock rather then a
         | slow squeeze, but I think seeing some kind of reversal of the
         | unique 20th century "life gets better/cheaper/easier every
         | generation".
        
         | EliteGadget wrote:
         | Ram is a commodity they have spikes in demand/shortage of
         | supply which drive the price up like this.
         | 
         | I remember when there was a flood somewhere in Thailand in the
         | 2011 and the prices of hardisks went up through the roof.
         | 
         | https://www.forbes.com/sites/tomcoughlin/2011/10/17/thailand...
        
       | lysace wrote:
       | I'm waiting for the Apple TV 4k 4th gen. I think it might might
       | be one or two more years, on top of the now three years from 3rd
       | gen (2022).
       | 
       | AI/LLM companies will pay TSMC more than Apple is willing to
       | further subsidize this neat little box.
        
       | ck2 wrote:
       | for anyone looking for a deal, thank me later, buy asap
       | ebay .com /itm/ 256168320806
       | 
       | (no association, just trying to help, I am still using DDR4)
        
       | gnarlouse wrote:
       | "2026: Cost of manufacturing PC cases increases 60% due to
       | increased demand from Optimus production line" or some other dumb
       | shit
        
       | luxuryballs wrote:
       | but can 64GB of DDR5 memory run Crysis? ...I'll see myself out
        
       | compumike wrote:
       | Lots of people are speculating that the price spike is AI
       | related. But it might be more mundane:
       | 
       | I'd bet that a good chunk of the apparently sudden demand spike
       | could be last month's Microsoft Windows 10 end-of-support finally
       | happening, pushing companies and individuals to replace many
       | years worth of older laptops and desktops all at once.
        
       | mikepavone wrote:
       | Wow, I only paid $265 for 96GB of DDR5 back in April. Same brand
       | (G.SKILL) as the kit in the article too.
        
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