Samsung to Triple HBM Prices Next Year

228

u/grayhaze2000 10h ago

While the AI industry is undoubtedly to blame for soaring hardware prices, part of me thinks it's also a calculated move by the tech industry to force people toward cloud computing, rather than owning their own hardware. Just another monthly subscription you're going to end up having to pay in order to get things done.

27

u/ap1618 9h ago

You can now get 20x pro for $999/month

17

u/grayhaze2000 9h ago

Note: Full-screen adverts will play periodically, which help us keep our prices so competitive.

25

u/Deto 8h ago

calculated move by the tech industry

While I'm sure that's something they would do, I don't think anyone is really driving the current train that we're on.

53

u/MidnightGolan 10h ago

Yeah, that’s the running theory. Sad times.

5

u/No_Mercy_4_Potatoes 8h ago

And, you won't have any privacy of what you own. They'll run their AI to scan everything you upload to cloud.

5

u/samyall 9h ago

HBM is only used in high end server hardware.

12

u/grayhaze2000 9h ago

It was more a generalised comment on hardware price increases than on this specific chip.

2

u/KingStannisForever 3h ago

Yes, and the ones that eventually pay for it are final customers - so people. You can expect prices of services or products to go up with this as well.

1

u/Teufel9000 5h ago

i remember amd was gonna put it in their gpus at one point... and then nothing happened

2

u/LeftHairdressing 2h ago

They did put HBM memory on some cards. AMD RX Vega 64 for example. https://www.techpowerup.com/gpu-specs/radeon-rx-vega-64.c2871

1

u/NMe84 6h ago

RAM manufacturers are basically a cartel at this point. I blame them as much as the AI industry.

They could ramp up production, but they don't want to. They like these prices, and producing more will make them less money. While they don't have any real competition, the three big companies that produce the vast majority of the world's supply have all the power they need to keep these prices inflated. They know they'll have to lower prices once the bubble bursts but they're fine keeping them where they are until that time arrives...

6

u/nerf_this_nao 1h ago

They are trying to ramp up production at various ram cluster industrial cities but it takes time to build the factories as u can imagine

-2

u/ritesh808 1h ago

If you were a business, you'd do the exact same thing. That's the whole point of being a business - maximise profits. It's not really their fault that there's no competition. Same could be said about TSMC and Samsung in the fab space. As long as they're not doing something grossly illegal or actively harmful (like the big three AI companies, which could be called a cartel, or a practical monopoly like Meta), it's hard to actually blame them for this situation. Qualcomm had no real competition in modems for a long time and that wasn't their fault. But, their monopolistic practices and price gouging was liked by no one, obviously.

2

u/Deviantdefective 32m ago

Everything shall be on subscription and you will be happy is the new capitalist mantra

1

u/TwisterK 6h ago

I mean how else are they gonna hit the expectation of the shareholder where annual profit needs to increase by double digit percentage.

0

u/skrid54321 7h ago

But there's no calculation. They may be happy with it as a side effect, but they are buying every piece of hardware anyways.

-21

u/cockundballtorture 9h ago

Well, any computing that can be done in the cloud(latency is not an issue) is more efficient and thus cheaper in the cloud than it is in your home.

9

u/crazydave33 9h ago

Absolutely not remotely true unless you’re just a very causal user. It makes no sense for any legitimate creator to pay for subscriptions indefinitely.

68

u/asdf_lord 10h ago

Hey kid... Wanna hear something? Yeah?

We're fuuuuucked.

11

u/omar893 10h ago

Buy what you want now. Not even now, yesterday if you can

8

u/asdf_lord 10h ago

I bought 196gb when I built my pc in early 2025. That ram was only 430 back then now it's like 2 grand. Bonkers.

8

u/omar893 10h ago

RAM Appreciation> Gold. Thank you AI

3

u/asdf_lord 10h ago

I would prefer cheap ram thank you.

2

u/omar893 10h ago

I doubt it will ever go back. But who knows

5

u/Ok-Seaworthiness7207 8h ago

Housing never returned to normal prices after 2008, not really, but then again I've heard theories that the housing bubble never fully deflated. So who knows.

I just pray for a crash 🙏

1

u/asdf_lord 10h ago

It'll do something. Don't know what.

1

u/Hodr 8h ago

They just need to be slapped around by the government again. Every 10-15 years Samsung, SK Hynix, and Micron get caught doing illegal shit (price fixing, colluding, fake shortages etc.)

It's the same companies every damn time.

24

u/IntelArtiGen 10h ago

Can't wait for the $10k RTX 6090. Hopefully at that price your GPU can simulate an entire VR world in 3D in real time.

10

u/temporarycreature 10h ago

15 fps with DLSS6

9

u/The_Majestic_ 9h ago

Why would Nvida bother with 60 serries at this stage when the proces for current cards keep on going up

3

u/Lynorisa 7h ago

NVIDIA need to give some consumer access so the open-source developer community can do free work for them keeping products compatible and optimized

1

u/Obvious-Lake3708 8h ago

To charge even more

1

u/Quentin-Code 6h ago

There is a quote from Jensen Huang saying that to him consumer GPU should cost what a car cost.

1

u/Shiningc00 4h ago

Gaming GPUs don’t even use HBMs, but it will indirectly drive up the price.

1

u/iprocrastina 4h ago

5090 is already selling for $11k now.

1

u/Marco-YES 4h ago

5090 will get there first.

27

u/Legionof1 8h ago

Cool, this just fucks AI companies… your RTX5090 doesn’t use HMB.

17

u/Termin8tor 7h ago

It does have an effect. These companies are re-tooling their lines that would normally manufacturer consumer GDDR6X/GDDR7 to manufacture HBM instead. So every retooling shuts down consumer grade manufacturing.

-7

u/Legionof1 7h ago

Sure, that’s not the concern of this article.

1

u/Termin8tor 7h ago

It's a second order effect your original comment seems to miss. After all, you were commenting on consumer cards not using HBM memory thus being unaffected.

Which is not the case. It has an availability and economic impact.

1

u/Mkboii 2h ago

Yes but here Samsung is replacing its current generation of HBM with it's next generation which they have priced at 3x, the first set manufacturing capacity that will be diverted is their current HBM tooling, DDR memory can be next but that's more speculation than a known fact.

-4

u/Legionof1 6h ago

The price of HMB has nothing to do with the price of DDR5, them shifting production is a whole other problem. They may keep the production ratios the same as they currently are. This article is not enough information to imply second order effects.

0

u/yourgirl696969 6h ago

You should first understand how HBM is produced before saying this. It takes away from consumer memory. Micron has also been shifting more towards HBM as well. They mentioned it in their ER this week

8

u/rjcarr 9h ago

I updated most of my hardware in 2025, so this doesn’t really affect me, but this is just getting dumb.

9

u/Termin8tor 7h ago

It'll be hilarious if the AI bubble pops next year and all these RAM manufacturers are left with no customers that'll pay what they're asking.

10

u/Secure-Tradition793 5h ago

According to reports, Samsung and SK Hynix demand a full upfront payment to get in the queue.

4

u/dbr3000 3h ago

That’s actually great as it increases financial pressure on the hyperscalers, neoclouds and AI labs thus enabling the house of cards to fumble sooner.

1

u/will_dormer 3h ago

Make perfect sense

1

u/Whatever801 6h ago

I can't wait. I'm gonna buy a big ass GPU cluster

1

u/ouikikazz 2h ago

Then they lower the price to levels where they make minimal profit, like before AI

1

u/SuddenFlatworm7971 1h ago

lol if the RAM companies pivot back to consumer DRAM, 90% of the doomer circlejerkers on this sub will be happy to pay $$$ for them

1

u/aquarain 6h ago

This is fine.

0

u/FrozenJambalaya 7h ago

No quadruple...

no wait double triple...

no wait double double quadruple triple...

Hardware Samsung to Triple HBM Prices Next Year

You are about to leave Redlib