Pamięć RAM i rynek DRAM: ceny, kryzys podaży, pozwy przeciw producentom i nowe standardy pamięci.
6 opublikowanych wpisów
Samsung, SK hynix i Micron zostali pozwani w USA za rzekome ograniczanie podaży DRAM-u. Sprawa dopiero rusza, ale dla rynku pamięci już teraz jest bardzo niewygodna.
Nowy pozew w USA uderza w trzy firmy kontrolujące około 90 procent rynku DRAM. Zarzut jest ciężki: ograniczanie podaży starszych pamięci przy zasłanianiu się boomem na HBM i AI. To nie jest jeszcze wyrok, ale to już nie jest zwykły szum.
Apple potwierdziło wyższe ceny części Maców i iPadów, a w tle przewija się ten sam problem, który od miesięcy psuje rynek komponentów: drożejąca pamięć. Gdy taki ruch wykonuje Apple, reszta branży zaczyna wyglądać jeszcze mniej bezpiecznie.
Od 1 września Nintendo Switch 2 podrożeje o 50 dolarów w USA i 30 euro w Europie. Prezes Nintendo przeprasza za decyzję i wskazuje kryzys pamięci DRAM jako główny powód - Nintendo prognozuje nawet spadek sprzedaży konsoli w tym roku.
SPHBM4 nie jest nowym RAM-em dla graczy ani następcą DDR5. To ważny sygnał z zaplecza AI, że dotychczasowy model pamięci i pakowania zaczął być za drogi nawet dla własnych beneficjentów.
Rynek pamięci RAM staje się niestabilny. Przez rosnące zapotrzebowanie na pamięci serwerowe i AI ceny konsumenckich modułów DDR4 i DDR5 zaczynają iść w górę. Analizuję, co to oznacza dla graczy.
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