Ryan's Law may finally glut it's DRAM self in a Flash victory!

Subject: General Tech | August 1, 2018 - 01:17 PM |
Tagged: nand, DRAM, flash, ryans law

While this will not be a permanent situation, all signs point to a glut of NAND supplies soon driving prices down.  The Register lists a variety of reasons why this could occur, not least of which is the roughly half dozen NAND fabs that are either being built or close to coming online.  That is not the only factor increasing production, the move to 64-layer and 96-layer NAND, coupled with the move from TLC to QLC means more usable NAND comes off of every wafer.  Since all the major manufacturers are participating in these changes, and will continue to try to undercut the competitions pricing, it seems likely that prices are going to start to dip in the later half of the year.

$0.10/GB, here we come?

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"NAND oversupply is becoming a distinct possibility – with an increasing memory supply chasing a market that can’t absorb all the bits and bytes at prices that provide profits for suppliers."

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Source: The Register

The whole DRAM market is changing

Subject: General Tech | July 26, 2018 - 12:58 PM |
Tagged: SK Hynix, Samsung, micron, DRAM

According to this story out of DigiTimes we may finally be hitting peak DRAM demand and that supplies and prices may start to decline.  This seems somewhat counter intuitive, the drop in sales of smartphones and cryptomining will reduce the demand somewhat but we should expect to see a surge in demand from auto manufacturers as our cars become more and more complex ... and possibly intelligent.  The counterpoint would be the maturation of current process tech and the numerous plants coming online over the next year or so.  Samsung, Micron, SK Hynix, Innotron and even Jin Hua will be facing a lot of changes over the coming months.  Let us hope part of the changes are a downwards trend in price.

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"Samsung Electronics and SK Hynix would be forced to overhaul their current profit-oriented business strategy as both firms believe that the booming memory market, which has continued for 2-3 years, is likely to be over by the end of 2018, according to a Korea-based Digital Times report."

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Source: DigiTimes

Surprise and demand; DRAM orders fell over the last month!

Subject: General Tech | May 18, 2018 - 02:54 PM |
Tagged: mining, DRAM, cryptocurrency

As we head into the weekend, a long one if you happen to wear the US as pants, it seems an appropriate time for some good news.  According to the Nikkei the demand for DRAM from cryptocurrency miners have declined significantly which could lead to better prices, though not a huge drop as mobile phone vendors and enterprise demand has not changed.  Even better news for enthusiasts are the reports of shelves filled with GPUs where once there were only dust bunnies and forlorn gamers. 

Things are looking up this summer!

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"Orders for DRAMs fell noticeably in April," a representative at a Tokyo electronic parts trader said. "We previously received quite a lot of orders, even from companies with whom we did little business." Demand was particularly strong from virtual currency miners, the representative said."

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Source: Nikkei

Good news everybody, RAM might only get somewhat more expensive this year

Subject: General Tech | March 1, 2018 - 04:43 PM |
Tagged: DRAM, ddr4, price

Last year we saw the price of RAM, especially DDR4 increase by 40%, ending the year more expensive than when it was first released.  The DRAMeXchange is predicting this will slow in the coming year, which is somewhat like, but not exactly, good news.  Prices are not going to level off nor decrease, but instead the increases will slow into single digit percentages.  This has made memory makers extraordinarily happy, as you can see from their financials below.  One can only hope that the new fabs being build come online when scheduled as this trend will continue as more devices demand more memory in even the basic models.

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"Price increases for mobile, PC and server DRAMs are starting to moderate in the first quarter of 2018 as suppliers expand and reallocate production capacity. Following an average price hike of about 40 percent in 2017, DRAM prices are forecast to increase in single-digit percentages in the first and second quarters of 2018, according to the latest analysis from DRAMeXchange, a research division of TrendForce."

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Source: EPS News

Still no good news on the DRAM front

Subject: General Tech | September 22, 2017 - 02:05 PM |
Tagged: DRAM, Samsung, SK Hynix, micron

The change process technology continues to have a negative effect on DRAM supplies and according to the story posted on Electronics Weekly there is no good news in sight.  The three major vendors, Samsung, SK Hynix and Micron are all slowing production as a result of new fabs being built and existing production lines upgraded for new process technology such as EUV.  This will ensure that prices continue to slowly creep up over the remainder of this year and likely into 2018.  Drop by for more information on the challenges each are facing.

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"While overall DRAM demand will remain high in 2018, new fabs being planned will not be ready for mass production until 2019 at the earliest."

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The continuing fall of DRAM prices, a trend we can all get behind

Subject: General Tech | March 16, 2016 - 12:44 PM |
Tagged: DRAM, price cuts

Recently the President of Nanya Technology, Pei Ing Lee, stated his belief that DRAM prices will continue to fall at the same rate they did over 2015.  With the arrival of DDR4 we all had a bit of sticker shock but when you look at the prices now they are nowhere near as painful.  As an example a 32GB kit of Corsair Vengeance LPX DDR4-2666 launched at $639.99 on Nov 13, 2014 and will now cost you $164.99.

Not all prices are going to fall to that extreme of a level but we saw the price of DDR3 and 4 drop over the past year and this is predicted to continue.  At current production levels Mr. Lee predicts drops of 20-30% but if Samsung, Hynix and Micron ramp up new production capacity at a similar rate to Nanya then a drop of 25-40% is not completely out of the question. 

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"Increased DRAM capacity coming from advanced processing nodes from Samsung Electronics, SK Hynix and Micron Technology may result in some pricing uncertainty in the market in the second half of 2016, according to Taiwan DRAM maker Nanya Technology president Pei Ing Lee."

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Source: DigiTimes

Podcast #360 - Intel XPoint Memory, Windows 10 and DX12, FreeSync displays and more!

Subject: General Tech | July 30, 2015 - 02:45 PM |
Tagged: podcast, video, Intel, XPoint, nand, DRAM, windows 10, DirectX 12, freesync, g-sync, amd, nvidia, benq, uhd420, wasabi mango, X99, giveaway

PC Perspective Podcast #360 - 07/30/2015

Join us this week as we discuss Intel XPoint Memory, Windows 10 and DX12, FreeSync displays and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

  • iTunes - Subscribe to the podcast directly through the iTunes Store
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Hosts: Ryan Shrout, Jeremy Hellstrom, Josh Walrath, and Sebastian Peak

Subscribe to the PC Perspective YouTube Channel for more videos, reviews and podcasts!!

 

That RAM is stacked

Subject: General Tech | November 28, 2013 - 01:48 PM |
Tagged: DRAM, HMC, hybrid memory cubes, micron, TSV

Hybrid Memory Cubes are DRAM stacked in layers with logic on the bottom layer to decide which memory layer to address commands to whic is being developed by a team that includes Altera, ARM, IBM, SK Hynix, Micron, Open-Silicon, Samsung and Xilinix.  This is intended to give DRAM enhanced parallelization which will help it keep up with today's multi-cored processors.  Micron's example which the Register takes a look at here claims up to 10 GB/sec (80 Gb/sec) of bandwidth from each of the 16 vaults present on the chip, a vault being an area of memory on a layer.  That compares favourably to the maximum theoretical JEDEC speed of DDR3-1333 which is just a hair over 10GB/s.  Read more here.

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"Dratted multi-core CPUs. DRAM is running into a bandwidth problem. More powerful CPUs has meant that more cores are trying to access a server’s memory and the bandwidth is running out.

One solution is to stack DRAM in layers above a logic base layer and increase access speed to the resulting hybrid memory cubes (HMC), and Micron has done just that."

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Source: The Register

SK Hynix Will Resume DRAM Production At Chinese Plant Soon

Subject: Memory | September 7, 2013 - 01:43 AM |
Tagged: manufacturing plant, Hynix, DRAM

SK Hynix experienced a fire at one of its DRAM manufacturing plants in Wuxi, China on September 4th. Initial reports suggested that the plant would need major repairs as the large black smoke cloud above the facility appeared rather ominous. Because the plant is responsible for approximately 40% of Hynix's DRAM output (which amounts to 12% of global DRAM supply), the plant shutting down for repairs would have severely disrupted the memory market and pricing of both individual chips and memory modules.

Fortunately, the fire was much less severe than it appeared. SK Hynix recently released a statement indicating that the fire was concentrated in the air purification hardware connected to the rooftop which resulted in the large smoke plumes. There was “no material damage” to the machinery used on the manufacturing floor in the production of DRAM chips. The damage was relatively minor and the facility will resume production shortly following minor repairs.

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SK Hynix manufactures DRAM and flash memory chips.

A SK Hynix spokesperson Seongae Park was quoted by Bit-Tech in stating that “we expect to resume operations in a short time period.” Also, Hynix indicated that its overall supply volume and DRAM production would not see a major drop.

This is good news for PC OEMs and enthusiasts as it means prices for the chips and resulting hardware should not spike and will stabilize sooner than originally expected.

Source: Bit-Tech

Say farewell to the days of RAM deals

Subject: General Tech | May 9, 2013 - 01:25 PM |
Tagged: ddr3, DRAM

It looks like the days of cheap RAM may be coming to a close, not just for the consumer but also for manufacturers of graphics cards, cellphones and anything else with onboard RAM.  What began as a slow rise in prices is now becoming a shortage, something guaranteed to bring prices up.  In Acer's case they will be out of stock by the end of the month while ASRock stockpiled RAM in this quarter to retain supplies to sell over the coming quarter.  As DigiTimes points out, competition is going to become fierce and you can expect both lower supplies and higher prices on the new components you want to buy over the summer.

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"Commenting on the issue, Acer chairman JT Wang pointed out that DRAM prices are likely to continue rising as many DRAM makers have switched their production lines to manufacturing smartphone DRAM, leaving insufficient capacity to supply the PC industry. Even If DRAM makers decide to switch back capacity, it will still take about 3-4 months for the process to be completed, Wang said."

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Source: DigiTimes