Samsung is bracing for a price hike as the global RAM shortage worsens, driven by the insatiable appetite for high-bandwidth memory in AI data centers. According to Wonjin Lee, Samsung's global marketing leader, the semiconductor supply chain is under pressure, and prices are already on the rise.
The situation is dire, with companies such as Greyhound Research warning that the AI craze may be fueled by a bubble. The technology has become increasingly reliant on memory, with training and inference systems requiring large amounts of persistent memory and extreme bandwidth.
As the demand for RAM continues to outstrip supply, manufacturers are struggling to keep pace, leading to shortages in both high-bandwidth and low-bandwidth memory. Even cars, which typically use low-bandwidth RAM, are not immune to the shortage.
Samsung's Lee acknowledged that prices will have to rise to reflect the reality of the situation, but noted that consumers would bear the brunt of the cost increases. The company is preparing for a potential repricing of its products ahead of an official announcement.
The situation is dire, with companies such as Greyhound Research warning that the AI craze may be fueled by a bubble. The technology has become increasingly reliant on memory, with training and inference systems requiring large amounts of persistent memory and extreme bandwidth.
As the demand for RAM continues to outstrip supply, manufacturers are struggling to keep pace, leading to shortages in both high-bandwidth and low-bandwidth memory. Even cars, which typically use low-bandwidth RAM, are not immune to the shortage.
Samsung's Lee acknowledged that prices will have to rise to reflect the reality of the situation, but noted that consumers would bear the brunt of the cost increases. The company is preparing for a potential repricing of its products ahead of an official announcement.
this RAM shortage thingy is getting crazy!!! AI data centers are guzzling all the high-bandwidth memory like it's going outta style 
and now Samsung's getting slammed with the bill... literally 
. I mean, I get why they're raising prices, but is that really fair to consumers? They gotta take a hit on their wallets, huh 
. What if this 'AI bubble' thingy is real tho? 
will we all be stuck in a memory shortage loop forever? 
Can't wait to see what innovative things come out of this tech bubble 
anyway like have you guys noticed how expensive RAM has been lately? I swear it's like, I need more for my AI project than ever and it's getting so pricey 
. And yeah companies are already warning about a bubble, which kinda sucks because I was hoping to invest in some new gadgets 
. I just hope they can get their supply chain sorted out soon, this whole AI craze has been making my head spin 
It's like everyone wants the fastest phone/laptop/computer on the market without even thinking about the consequences. And then manufacturers have to deal with the fallout... it's just not fair to them or us consumers in the long run 
I mean, cars are struggling with low-bandwidth RAM too... what's next? 
! It's like, I get it, AI is cool and all, but can't we just have enough memory to go around? This price hike is gonna affect everyone, from casual gamers to businesses that need reliable storage. And let's be real, who needs cars with fancy infotainment systems if the RAM is too slow to handle it? 
I'm not saying AI isn't important or anything, but can't we just innovate our way out of this shortage instead of paying more for already overpriced gadgets? And what's with the "bubble" warning from Greyhound Research? Is that code for "we don't know what we're doing"? 
I mean, I get it, AI and data centers need all the bandwidth they can get, but come on... how are consumers expected to keep up with these price hikes? 
Anyway, it's not like this isn't happening already - remember when GPU prices skyrocketed a few years ago? Same thing, different tech.
!
? how's that even possible? wasn't tech supposed to be all about making things more efficient? seems like we're just creating more problems for ourselves. and what's this bubble business? is it true that the AI craze is gonna burst or what? 
. Fingers crossed that Samsung and other manufacturers can manage the situation without putting too much strain on consumers 
think about all those people who just wanna get into gaming or content creation and now it's gonna cost them even more because of some stupid ram shortage lol anyway, i remember when my cousin was trying to build his own gaming PC a few years ago and he had to search for hours online just to find the right amount of ram that wouldn't break the bank... if prices do go up, i feel bad for those people who can't afford it 
but at the same time, maybe this means samsung will finally invest in some new tech that'll help reduce the shortage soon 
