The rising cost of memory has started to bite into the CapEx of major hyperscalers and their infrastructure buildouts, but NVIDIA enjoys an exclusive position in the supply chain. …
… AMD Radeon Gaming Lineup Amongst The GPUs That Will Soon See A Price Hike Due To Rising Memory Costs Following our report from a few days ago , it looks like AMD is the first GPU manufacturer that is expected to raise the prices of its GPU lineup, which would include products within the gaming "Rad… …
… This puts the mainstream PC market in a volatile state, as sometimes the DDR5 RAM kit alone can cost nearly as much as a high-end GPU. G.Skill explicitly blames the boom in the AI workloads for this surge and says that it has resulted in a drastic increase in procurement and sourcing costs. …
… At the same time, Tachyum claims that TDIMM memory will only increase signals by 38% but offer double the bandwidth, they will also require 10% fewer DRAM ICs, leading to 10% lower cost. …
… While the exact figure wasn’t mentioned, 16GB LPDDR5X RAM and UFS 4.1 storage configurations will exceed the Snapdragon 8 Elite Gen 5’s cost. This means the memory pairing will cost more than $280 to incorporate into each smartphone. …
… In the blog post, Framework announced a second price hike for memory due to increasing sourcing costs. It said that the cost from the suppliers is continuously increasing ,and the new price adjustments come due to the same reason. …
… The price hike is set to be one of the highest ones from the firm, as it is claimed that both laptops and PCs could get expensive by 'hundreds of dollars' moving ahead, and it isn't just limited to memory shortages, as getting higher storage would cost a lot more as well. …
… As costs rise, it's harder to procure larger amounts of this memory, and even if NVIDIA can pay the higher price, it will then have to face the supply issue. There's not enough DRAM being produced to tackle two big markets, AI and consumers. …
… To top it all, the 'AI PC' hype will also slow down next year, given that on-device AI features such as Copilot+ require having higher RAM configurations onboard, and the memory supply constraints will ultimately force manufacturers to take a step back with edge AI. …
… A few memory makers have stated that they are already paying double for memory ICs, and some have stated that major memory suppliers give them only a couple of hours to make the payment before they drop it, raise the price, and tell them that their batch was sold off to someone else, and now they g… …