消息称三星明年将把 HBM4 产量提高一倍以上

Domain: sedaily.com Points: 47 | Comments: 19 [Top Comments] - A shame that this should if anything, lead to consumer DRAM prices getting even worse. - Why would more RAM supply lead to higher consumer prices? - Will that be enough for AI's hunger? - Not even close. - Samsung is already building another fab (which was originally suspended due to *low* memory prices years ago). Hopefully when it goes live in a few years it's not all dedicated to HBM for AI. - About 2 years ago I bought some SDRAM or something like that, DDR4 or DDR5, don't recall offhand. A few months ago I looked at the price today, and it was over 3x as high. That's just insane. Governments need to do something against this abuse system that AI amplified here. - What abuse? Responding to supply and demand fluctuations isn't abuse, it's the proper operation of the market. - > Governments need to do something against this abuse system that AI amplified here. Which governments, and what exactly would you want these governments to do? The demand is global. There are no levers a single government can pull to meaningfully influence the global demand without fully committing to an protectionist economic policy, in which case the U.S. doesn't have the facilities to magically pop up world class fabs overnight, and South Korea and Taiwan don't have the market demand that the U.S. generates to justify their investments in making these chips and China lacks the IP to be able to build anything comparable to Nvidia's silicon at the moment. No one has all the cards and no one controls all the levers. - I'm surprised this is getting posted on hn - Why wouldn't it get posted here?