Well, that's the price of memory up another 20% --
The war involving the United States and Israel in Iran is causing major disruptions to global supply chains for critical minerals, energy, and key infrastructure, posing a significant threat to the semiconductor and artificial intelligence industries.
@johntimaeus <puts on SME hat>
Another 20% so far.
<shoots self in head>
That's just my guess for the first bump. It's about what we're seeing in fertilizer as well, just before planting season.
@johntimaeus DRAM is already on the third bump already and most consumer parts are up >200%, 96GB RDIMMs at 600% (yes really,) and binned high density ranging 300-1500% if you can even get it.
That's not a typo. 1500%.
I hadn't seen the 1500 number, but I'm not surprised.
Now put a crunch on the chemical supply chain. The article I posted doesn't even mention sulfuric acid.
I'm gonna be sticking with my slightly cracked old phone for a while it looks like.
Reference 96GB RDIMMs: $700 -> $3900-4300, 52wk+ lead time
Reference 32GB (2x16) DDR5 desktop: $92 -> $400
Reference binned 96GB (2x48): $360 -> $1200
Reference binned 128GB (4x32): $470 -> $4,200
Alternate Supplier 2: 100% out of stock on DDR5, very limited DDR4, may shut down *permanently* because they can't manufacture.
Alternate 3: "Try Microcenter."
Alternate 4: "Not taking orders due to lead times."
John Timaeus
RootWyrm 🇺🇦
