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MPSimmons an hour ago

Awesome charts, thanks! I think it bears out that the multiplier for older hardware isn't as extreme as the newer hardware, right?

fullstop an hour ago | parent [-]

~2.8x for DDR4, ~3.6x for DDR5. DDR5 is still being made, though, so it will be interesting to see how it changes in the future.

Either way, it's going to be a long few years at the least.

oskarkk an hour ago | parent [-]

Unless the AI bubble pops.

bombcar an hour ago | parent [-]

One possible outcome is the remaining memory manufacturers have dedicated all their capacity for AI and when the bubble pops, they lose their customer and they go out of business too.