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They’ve already lost. Cost isn’t a factor in pricing DRAM. Micron transitioned to 18nm during that period and Samsung began their transition to 1y. But facts have never gotten in the way of those that whine about DRAM prices. This is a fishing expedition to allow discovery on private...

SK Hynix’s report this week disagrees. Check it out over at SK Hynix’s IR page. “volume production” of “20,000 wpm” won’t make a dent

Maybe this will help you untwist your panties

That's not R&D, that's the money it costs to migrate to new nodes and expand production capacity (the target of which is to replace lost wafer starts per month due to node/layer transitions).

Prices won't come down for quite some time, most likely. Server DRAM is where the fat margins are at, and as long as that's the case, manufacturers will move more production from PC DRAM to Server DRAM whenever it seems PC DRAM prices begin to weaken (thus keeping prices elevated). If RAM...

I guess it didn't happen since your lazy @$$ can't read 10Q's and annual reports.

down with those capitalist pig memory manufacturers! Long live the oppressive Chinese regime that will save us many dollarydoos How about directly investing 9 figures in their tech industry in the last couple of years? And doncha know the friendly Chinese communists are the saviors of gamers...

I have one of my two 480GB 900P’s connected via a U.2 to PCI-E adapter to maximize PCI-E lane usage and it works well

I suggest reading the PCPer review, lots of good detail in there about how the IRQ driver model is a hinderance since 3DXP is so fast (there’s a Linux polling driver that offers a nice performance increase). They also talk about some of the drawbacks of NAND SSDs that 3DXP doesn’t have, like...

For example, charts demonstrating cloud infrastructure capex

Not indicative that it's happening now, and it's not for numerous reasons I've mentioned elsewhere (massive increase in cost per bit capacity growth, length of time to bring new capacity only, smaller and smaller ROI for new technology migrations/nodes, etc). Look up Samsung, SK Hynix, and...

Right, and no lawsuit has been filed. What does that tell you? Lol China. That’s rich, that’s already over, btw; Samsung released a memorandum of understanding (I.e. not binding) that they will slow the rate of pricing increases. Samsung also agreed to build more capacity in China in the...

Why wait? Get it going since you’re so sure of the illegal activity. You have proof, right? Surely you wouldn’t slander companies without basis!

More productive than your whiny horsecocky

Micron spending $8B, Samsung over $24B. Is that sufficient for you delicate constitution?

Because it’s not price fixing nor is it price gouging, it’s simple supply and demand. Read a book before criticizing. As for 19% sales and 50%+ profit increases, the name of the game in memory is cost reductions which are constantly increasing (Er, costs are constant,y going down). Costs...

PC DRAM prices expected to “only” increase 3% on average this quarter after a 5% increase last quarter. NAND will continue to decrease this quarter but is expected to stop doing so next quarter as shortages are again expected 2H18

Are you offended by facts and information or just salty in general? If everyone would rather complain about memory prices and argue about how the memory mfgs are crimals instead of knowing what’s going on, I’ll stop posting updated information.

More bad news for the consumer; this piece even has NAND ASPs increasing 10% this year, which is the first estimated increase I’ve read about. https://www.eetimes.com/document.asp?doc_id=1333079

The massive quantities of salt memory prices are producing has posters here thinking they’re smarter than the people who design and run fabs that cost many billions of dollars and produce product valued in the tens of millions of dollars per day. Get a grip.

It does not appear to have affected pricing at this time, spot prices have been trending down since the event. NAND was expected to be in short supply second half of this year, however, so this might slightly move that timeline up.

Baird released a note today estimating PC DRAM contract prices will be 8-10% up this quarter, much higher than anyone previously anticipated (especially as this is the “slow” season).

They haven’t specified how much of it will be used for DRAM vs NAND and probably don’t know themselves at this time. Again, most don’t expect Samsung to increase production beyond keeping up with increases in demand, so it’s unlikely prices will come down as a result. Which is why the three...

For those thinking the memory mfgs are artificially limiting capacity growth: https://www.barrons.com/articles/lam-jumps-5-eye-popping-forecast-rejects-the-cycle-1520374115

http://www.techtimes.com/articles/222303/20180304/nvidia-gtx-2080-gtx-2070-gpus-probably-wont-be-at-gdc-or-gtc-report.htm If AMD isn't in a hurry to release their new generation, there is no incentive for nVidia to release theirs since their current generation is selling out at normal prices...

There is tremendous risk. First, it’s extrmely expensive and time consuming, 2 years to start mass producing, 3 years to reach max capacity at least. Second, oversupply crushes prices, so that massive new investment they just made takes a decade to reclaim, maybe longer depending on how bad...

It will be junk.

What does your referenced chart have to do with proving my statement is false? Productivity is up, wages are not up as much... my point is the average worker is not responsible for the increase in productivity, the technology is. I do not dispute that productivity is up, only what is...

Frankly, price fixing at this juncture would be counterproductive - as we can see, customers are getting irritated to angry. DRAM margins are at all time highs, the companies would be stupid to press their luck and the far reaching implications will invite scrutiny as is now the case with China...

For graphics cards, yes, but for many uses of DRAM, no. Main memory is inelastic - you need it or you don't need it. If you determine you need 16 GB of RAM, do you buy 64 GB just because it's cheap? If you need 16 GB of RAM, do you only buy 4 GB if it's expensive? The difference now is that...

https://epsnews.com/2018/02/28/dram-price-hikes-will-continue-slow-q2/

Define “volume” when you don’t know their capacity. Not moving goal posts; these are the properties that define a successful mass production of memory. Your referenced article specifically states it’s “garbage” in nicer terms, but keep deluding yourself. Lol what? Memory is sold to the...

Why, you more than doubled your latency, do you really need the extra 600MB/s seq write?

What density? Is it profitable? What's their capacity? What's their performance? Did you actually read the Anandtech article, slick?

Read the definition of price fixing. Capacity is expected to increase 20-25% this year.

No, not price fixing by any stretch of the imagination. See someone about your memory price anger.

High memory prices are here to stay. Too many new sources of demand that are increasing at rapid rates - AI, AV, cloud infrastructure, etc

What nVidia is saying is in order to procure more memory so they can make more GPUs, they will need to pay more for said memory and thus MSRPs will increase as a result. HP just announced on Thursday night that their prices will be increasing to cover the cost of higher memory. This is a big...

I think that's way too low but not sure by how much. 30x1TB 960 Pro's would be over $18k and a drive this large would command a huge premium.

There’s still a lot of OS/driver optimization to be done to get even more performance out of Optane drives, but 3DXP won’t truly shine until they release DIMMs