Denis Stetskov (@razoorka): "Samsung today: AI demand is driving strong chip sales but rising memory prices will hit everyone else. They're not wrong. DRAM spot prices up 187% in a year. Samsung tripling HBM production for AI while killing off consumer DDR4. Same fab. Same silicon. 20x more margin selling…"

Samsung today: AI demand is driving strong chip sales but rising memory prices will hit everyone else.

They're not wrong. DRAM spot prices up 187% in a year. Samsung tripling HBM production for AI while killing off consumer DDR4.

Same fab. Same silicon. 20x more margin selling to Microsoft than to you.

You're not the customer anymore.

The AI Silicon Tax: How Your RAM Got 3x More Expensive While You Weren’t Looking

Mar 18

11:02 AM