DRAM Prices Surge 172% YoY with No Signs of Slowing Down

LostCorpse said:
off onterest to anyone
www.tomshardware.com

Russian enthusiasts planning do-it-yourself DDR5 memory amidst the worldwide shortage — building your own RAM is as 'easy' as sourcing your own memory modules and soldering them on empty PCBs

DIY DDR5.
www.tomshardware.com www.tomshardware.com

it does make me think though, if you get failed DDR5 ram, keep hold of it, and sell it as faulty it'll sell if people are using this method as they'll try and salvage the good memory modules for transplant.


and
wccftech.com

ASUS Rumored To Enter DRAM Market Next Year To Tackle Memory Shortages

ASUS is rumored to enter the DRAM manufacturing segment by 2026, which should ensure a stable memory supply for its PC lineups.
wccftech.com wccftech.com
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Is echo pretty much everything @AMDPower already said. The only thing I can think of is that maybe this story is really about Asus possibly entering the DRAM module market and it has been misreported? Or maybe as AMDPower said, they want to partner with one of the smaller players (Nanya etc.) and get a supply agreement.
MissChief said:
Surely that will only be to supply themselves and their graphics cards, desktops and laptops? I find it unlikely they'll do retail or consumer sales TBH.
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Or just become yet another DRAM module vendor add that doesn't take billions.
momo56 said:
I sold a 64gb kit on the mm for £140 a couple months ago. Retailers are selling the same kit for £850 now… Definitely not crying inside.
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Hindsight!
Ditched my AM4 platform at the wrong time too! Sold of 2x32GB for what is now a pittance, and sold the AM4 system (R5-3600, 2x16GB , RX590, SSDs etc) for not much more than the memory is worth now. Oh, and back in 2000 I sold a GTX1060 just before the shortage - it was worth over double as much a few weeks later!

Having said ask that, I am usually very bad at getting rid of old computer stuff.
 
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KompuKare said:
Is echo pretty much everything @AMDPower already said. The only thing I can think of is that maybe this story is really about Asus possibly entering the DRAM module market and it has been misreported? Or maybe as AMDPower said, they want to partner with one of the smaller players (Nanya etc.) and get a supply agreement.

Or just become yet another DRAM module vendor add that doesn't take billions.

Hindsight!
Ditched my AM4 platform at the wrong time too! Sold of 2x32GB for what is now a pittance, and sold the AM4 system (R5-3600, 2x16GB , RX590, SSDs etc) for not much more than the memory is worth now. Oh, and back in 2000 I sold a GTX1060 just before the shortage - it was worth over double as much a few weeks later!

Having said ask that, I am usually very bad at getting rid of old computer stuff.
Click to expand...

Got anything for sale mate? :p
 
If I win the lottery.

G9B_LlMXwAAyOf1
 
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i saw the article and was spectical tbh with a rought outline of cost and time lines it would need.
i wondered if maybe it could be Intel as a partnership and re-purpose some of the facilites they have parital built.

i was actually more interested in the other article and thought that was a bit more interesting tbh.
 
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some crazy prices out there currently, got a kit of G.Skills F5-8200J4052F24GX2-TZ5RW(100% Stable at 8400C34 under water on a Ryzen 9600X) kit going spare, as i have a decent set of A dies and i dont use all the available mem on those. Pricing for kits is all over the shop, are people buying at those prices???
 
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LostCorpse said:
thank you for your thoughts and analysis.

probably nothing will come of the asus thing, given costs and time line, if something did though, it would indicate to me time lines we have are wrong and they see the current issue going on for far longer, or they see an oppatunity for DDR6/t RAM and preparing for that entry, likely with other partners.
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thanks for reading that wall of text :)

I 100% agree, ASUS just does not have the capital to be brutally honest. I am starting to get the feeling that companies that require ram like Dell, Sony, Lenovo, ASUS , Apple and all the rest will most likely make large investment in the companies that produce RAM to expand lines if they foresee this ram crisis intensifying, because their current holding will eventually run dry and faster than this situation can resolve itself. I don't want to be pessimistic but I don't see the AI bubble bursting anytime soon, if anything it might intensify, just look at how many datacentres are going up and not just in America and everyone will eventually want a piece of the pie. I hope I am wrong.
 
LostCorpse said:
well, i guess the question is, if your memory dies for some reason what are you going to do? stop playing/using computer or get the bare minimum you need?
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I see a huge opportunity for companies like Microsoft, sony and valve. They have ability to buy at discount and their next gen consoles are practically PC hardware and just round the corner, if they allow windows/linux on their system I can see many buying and forgoing PC for most anyway.

LostCorpse said:
the data centers thing is interesting, because ive also hard there are a lot on hold.
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that's true many are on hold, only thing holding them back is Electricity supply and weak regulation. They will have to start investing in power supply generation if the industry is to expand. Its very uncertain and extremely difficult to predict but I hold a more optimistic outlook on AI and its future so my views may be biased somewhat. So far these AI companies are not profitable and that may lead to the bubble bursting. But Jensen and his friends are so good at selling AI, that I assume governments will subsidise them to certain degree. There is another important angle and that is the geopolitical rivalry between US and China that is going to intensify over the next 10 years, there is a technological rivalry that is forming between the two.
 
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The AI bubble is hard to predict. It will only pop when shareholders and investors stop giving tech companies more money to invest expand their AI operations and that will only happen when investors realise these companies can't make any profit from AI - but right now that's not the case investors are all in on what they hope will be the AI Skynet robot take over world revolution.

It's hard to predict for investors are not rational; none of these tech companies are making any profit from AI, but investors keep giving them more money. How long this continues for is anyone's guess - take a look at Tesla for example, Tesla investors still somehow think it's going to take over the world and be the largest ever car company by 2030, despite how delusional that thought is
 
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All these new AI data centres use energy like there is no tomorrow.

While no government dares to go against it, data centres really should only be allowed in places which have district heating. In fact if done at scale thermal energy storage (whether super heated sand, just water or whatever) should be viable. Obviously you'd still need the power generation but at least the heat wouldn't get thrown away at great expense, and the thermal storage could move summer of the summer excess heat to the winter.

However district heating seems to be mainly a Scandinavian thing:
www.wedistrict.eu

Interactive map: Share of District Heating and Cooling across Europe - Wedistrict

The market penetration of DHC systems varies strongly amongst the EU member states. These differences in the DHC stock, the market situation and barriers of DHC in the individual countries have a great impact on the future requirements of DHC systems and technologies. The map below gives an...
www.wedistrict.eu www.wedistrict.eu
 
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Not really news about the topic, but a heads up for AM5 users to update their BIOS if available if they're using 4 x Y GB (high capacity) DIMMs, the latest 1.0.7.0 AGESA allowed my 4 x 32GB 5600MT to work at 4800MT instead being stuck at a base of 3600MT on my 7950X. It won't help with the RAM shortage situation but if you have high capacity DIMMs at the moment you could potentially pull more performance from them for now until better RAM for your use set becomes available again at acceptable prices.

Note however, there was some reports that some Motherboard makers pulled their version of BIOS with this AGESA update due to other issues so not everyone has it. But if you do, might be something to look to doing.
 
Meddling-Monk said:
Not really news about the topic, but a heads up for AM5 users to update their BIOS if available if they're using 4 x Y GB (high capacity) DIMMs, the latest 1.0.7.0 AGESA allowed my 4 x 32GB 5600MT to work at 4800MT instead being stuck at a base of 3600MT on my 7950X. It won't help with the RAM shortage situation but if you have high capacity DIMMs at the moment you could potentially pull more performance from them for now until better RAM for your use set becomes available again at acceptable prices.

Note however, there was some reports that some Motherboard makers pulled their version of BIOS with this AGESA update due to other issues so not everyone has it. But if you do, might be something to look to doing.
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Isn't the latest AGESA 1.2.8.0? Wouldn't 1.0.7.0 be rather out of date for AM5?
 
aaronyuri said:
Isn't the latest AGESA 1.2.8.0? Wouldn't 1.0.7.0 be rather out of date for AM5?
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Mistyped 1.2.7.0 as was thinking something else at the time whilst typing. But yes, there is 1.2.8.0 but not all motherboard makers have put it on their BIOS yet, so unless if you're experienced with updating BIOS yourself, better to wait for 1.2.8.0 or use 1.2.7.0 (current) ones.

:: edit ::
"Update" as in editing and adding in AGESA 1.2.8.0 yourself, not just flashing the BIOS to the chip.
 
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