Same memory production capacity can be allocated to ddr5 or to him and openai signed contracts with sk hynix and samsung, the two largest ram manufacturers in the world, and bought a significant percentage of next year’s production.
DDR5 prices started spiking as that deals impact propagated through the supply chain. I bought a 2x32 6800 Cl30 kit for 195 euro 12 days ago. It was 330 euro 4 days later.
brucethemoose@lemmy.world 4 days ago
…Is it that interchangeable?
TBH I know little of memory fabs, but I know (say) TSMC and their customers can’t just switch from a power-optimized process to a high frequency one at the drop of a hat.
tty5@lemmy.world 4 days ago
Slightly different part, same process. The bigger bottleneck is packaging - HBM is 3d stacked.
brucethemoose@lemmy.world 4 days ago
Ah. Yeah. And its on the fab to do that.
I always though it’d be cool for CPUs to switch to packaged RAM, too. Samsung apparently tried to do it with Wide I/O for mobile ARM stuff, but it never caught on.
frezik@lemmy.blahaj.zone 3 days ago
If I’m following what you mean by packaged RAM, Apple does that. It’s fast, but you can’t upgrade it.