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... since when does Reuters have a paywall? ...


Samsung Electronics this month raised prices of certain memory chips - now in short supply due to the global race to build AI data centres - by as much as 60% compared to September, two people with knowledge of the hikes said.

The South Korean firm's contract prices for 32 gigabyte(GB) DDR5 memory chip modules jumped to $239 in November, up from $149 in September, [Mr. Gonnerman of Fusion Worldwide] said.

Samsung also lifted prices of 16GB DDR5 and 128GB DDR5 chips by about 50% to $135 and $1,194 respectively. Prices of 64GB DDR5 and 96GB DDR5 have gone up by more than 30%

The good news could be that because we already know that the bigger=better philosophy will fail to bring AGI, the upside is that once production has caught up with demand and then the inevitable fail happens, we will have access to super-cheap RAM and compute. Just... let's try to not get sucked into outbidding gazillionaires on DDR5 modules.

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