It’s also not consumer ram that is taking up the fab capacity either, they’ve shifted to producing more HBM because it allows huge models to be loaded fast.
Yeah exactly, why bother making DDR4/5 memory when HBM makes so much more money since companies are willing to pay insane amounts for it.
So the price of DDR4/5 will rise to whatever price AI and compute companies are willing to pay for HBM as that’s the only point it becomes somewhat worth it for manufacturers to care.
It’s also not consumer ram that is taking up the fab capacity either, they’ve shifted to producing more HBM because it allows huge models to be loaded fast.
Yeah exactly, why bother making DDR4/5 memory when HBM makes so much more money since companies are willing to pay insane amounts for it.
So the price of DDR4/5 will rise to whatever price AI and compute companies are willing to pay for HBM as that’s the only point it becomes somewhat worth it for manufacturers to care.