this post was submitted on 05 Nov 2025
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Bewildered enthusiasts decry memory price increases of 100% or more — the AI RAM squeeze is finally starting to hit PC builders where it hurts (www.tomshardware.com)
submitted 1 day ago by themachinestops@lemmy.dbzer0.com to c/technology@lemmy.world
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"I've been saving for months to get the Corsair Dominator 64GB CL30 kit," one beleagured PC builder wrote on Reddit. "It was about $280 when I looked," said u/RaidriarT, "Fast forward today on PCPartPicker, they want $547 for the same kit? A nearly 100% increase in a couple months?"

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[–] tal@lemmy.today 39 points 1 day ago (1 children)

https://www.tomshardware.com/pc-components/storage/perfect-storm-of-demand-and-supply-driving-up-storage-costs

OpenAI’s “Stargate” project has recently signed an agreement with Samsung and SK hynix for up to 900,000 wafers of DRAM per month. That figure alone would account for close to 40% of global DRAM output.

High-density NAND products are effectively sold out months in advance. Samsung’s next-generation V9 NAND is already nearly booked before it's even launched. Micron has presold almost all of its High Bandwidth Memory (HBM) output through 2026. Contracts that once covered a quarter now span years, with hyperscalers buying directly at the source.

If China's going to compete on AI, it's going to be doing so with a limited supply of memory, I expect.

[–] WhatAmLemmy@lemmy.world 27 points 1 day ago* (last edited 1 day ago)

They're going all in on domestic chip manufacturing, and they are catching up much faster than armchair generals, and even actual generals, predicted.