Intel CPU Shortage Could Lower DRAM Prices

AlphaAtlas

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DRAM prices are high, but DRAMeXchange claims that some relief could be on the horizon. Mirroring previous reports of 14nm shortages, the site claims that OEMs have an "insufficient supply" of Whiskey Lake laptop CPUs, which will impact DRAM prices. Trendforce also expects SSD prices to drop in the 4th quarter of this year, and previous reports suggests cryptocurrency slowdowns could also lower DRAM demand.

TrendForce notes that the CPU shortage is expected to impact the entire memory market as well. DRAM prices are now approaching an inflection point after climbing for nine successive quarters. DRAMeXchange, a division of TrendForce, previously estimated that the contract prices of PC DRAM products will drop by around 2% QoQ in 4Q18 as the market gradually shifts into oversupply. However, it is now possible that the price decline will become larger due the shortage of Intel CPUs and lower demand for notebooks and PC DRAM in a row.
 

bonehead123

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Trendfarce is full of it.....

the holidays are a comin, which means there will be the usual increase in demand for new peecees, and therefore if anything, prices for dram will stay at or increase slightly until Q1/2019, so their current predictions are way off base.......

After that however, if an overstock situation does occur, then things could and probably will get real ugly real fast for the mfgrs, but ultra good for consumers !

capitilism 101 at it's finest :)
 

Dman014

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Trendfarce is full of it.....

the holidays are a comin, which means there will be the usual increase in demand for new peecees, and therefore if anything, prices for dram will stay at or increase slightly until Q1/2019, so their current predictions are way off base.......

After that however, if an overstock situation does occur, then things could and probably will get real ugly real fast for the mfgrs, but ultra good for consumers !

capitilism 101 at it's finest :)

Except then you get news like this: https://www.guru3d.com/news-story/samsung-and-sk-hynix-to-slow-down-memory-production.html to ensure that prices dont come down from their > 200% inflation point.
 

knowom

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I don't think DDR4 will come back down to Skylake era pricing anytime soon realistically. The CPU market today is totally different than Intel's woeful generation IPC gains brought about thru crippled security flaws in hardware. Not to mention some Ryzen chips are quad and octa channel based setups. AMD's CPU's have solidified the need for more memory and faster memory more than Intel ever did with Skylake when prices were much better. People really need to understand that point because that's probably one of the biggest reasons behind the huge price inflation it started around the time period when Ryzen gained a foot hold and hasn't let up and might not anytime soon especially if AMD can keep the innovation coming and memory demand along side of it.
 

jardows

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I don't think DDR4 will come back down to Skylake era pricing anytime soon realistically. The CPU market today is totally different than Intel's woeful generation IPC gains brought about thru crippled security flaws in hardware. Not to mention some Ryzen chips are quad and octa channel based setups. AMD's CPU's have solidified the need for more memory and faster memory more than Intel ever did with Skylake when prices were much better. People really need to understand that point because that's probably one of the biggest reasons behind the huge price inflation it started around the time period when Ryzen gained a foot hold and hasn't let up and might not anytime soon especially if AMD can keep the innovation coming and memory demand along side of it.
Except when you factor in the total system shipments, AMD still has a very small percentage of the market. Plus, AMD systems from the major OEM's are still saddled with single module RAM, and low speed RAM, I don't think AMD systems will be having a significant impact. I would say we'd have to see OEM's shipping AMD in at least 20-30% of their systems for that to have a significant play in the RAM market.
 

Icon_Charlie

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DRR Ram Companies are already being sued for price manipulation. There will be no meaningful price drop. The same type of BS you see going on in Video Card is what you see here. Excuses and lip service is and has been their reply.
 

N4CR

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Lol yeah when they have worse than 50% yield date on their pos 10nm downgrade face saving parts, you'll hear shit like this.
 

clockdogg

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Finally. Intel does something to help the enthusiast market spend a little less. Accidentally, but still...
 

DooKey

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DDR4 was going to come down in price regardless of Intel. There's a glut of capacity coming soon.
 

clockdogg

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DDR4 was going to come down in price regardless of Intel. There's a glut of capacity coming soon.

Remember, teasing on [H] is frowned upon. Or encouraged. Or both.

If the glut is filled with b-die, I'd buy.
 
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