Samsung, SK Reportedly Hike Server DRAM Prices 60-70% – Google, Microsoft in the Queue

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• muusemuuse@sh.itjust.works ⁨3⁩ ⁨days⁩ ago

  I never understood this. They do it because they can. All you have to do to wipe out your competitors and become a monopoly is refuse to raise your prices. They starve themselves, you buy them up cheap.

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  • mushroommunk@lemmy.today ⁨3⁩ ⁨days⁩ ago

    It literally does not matter to the AI companies right now. They’ve convinced so many other companies to put every egg, including non existent future eggs, into one basket. They are buying so much RAM that the manufacturing infrastructure cannot keep up and would take years to introduce more.

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    • db2@lemmy.world ⁨3⁩ ⁨days⁩ ago

      tl;dr they’re all fuckin stupid

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  • iopq@lemmy.world ⁨3⁩ ⁨days⁩ ago

    There’s no monopoly. Micron also makes RAM and they also keep raising prices. It’s supply and demand

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• tal@lemmy.today ⁨3⁩ ⁨days⁩ ago

  According to TrendForce, the boom is expected to continue, as conventional DRAM contract prices in 1Q26 are forecast to rise 55–60% QoQ, while NAND Flash prices are expected to increase 33–38% QoQ.

  And that’s in an environment where DRAM output is significantly ramping up:

  theverge.com/…/micron-ram-memory-shortage-2026-ea…

  Micron aims to ramp up production and expects to increase its shipments of DRAM and NAND flash memory by 20 percent next year

  www.tweaktown.com/news/109011/…/index.html

  SK hynix to boost DRAM production by a huge 8x in 2026, still won’t be enough for RAM shortages

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  • fuckwit_mcbumcrumble@lemmy.dbzer0.com ⁨3⁩ ⁨days⁩ ago

    SK 8xing production is impressive. I know open ai bought ~40% of microns memory production. So increasing production by only 20% is pretty low. But like you said they had horribly low (for them) ram prices for a few years so they’re just trying to avoid that.

    Sk must be banking on Micron not matching the spike.

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    • tal@lemmy.today ⁨3⁩ ⁨days⁩ ago

      I know open ai bought ~40% of microns memory production.

      IIRC Micron was the only Big Three DRAM manufacturer that OpenAI didn’t get sign a contract with. I think that they signed contracts with SK Hynix and Samsung for their supply, and didn’t with Micron.

      searches

      Yeah:

      techcrunch.com/…/openai-ropes-in-samsung-sk-hynix…

      OpenAI ropes in Samsung, SK Hynix to source memory chips for Stargate

      Not signing was actually probably to Micron’s advantage; I understand that OpenAI didn’t let Samsung know that they were negotiating with SK Hynix and didn’t know SK Hynix that they were negotiating with Samsung and signed both deals concurrently. That is, each of Samsung and SK Hynix probably sold the DRAM that went to OpenAI for less than they could have gotten on the open market, since neither was aware at the time of signing that the supply outside of themselves would sharply decrease during the period of the contract.

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• db2@lemmy.world ⁨3⁩ ⁨days⁩ ago

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