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drob518 3 hours ago

New title: SK Hynix CEO is desperate for memory chip shortage to last until 2030 or longer

Fixed it for you.

2OEH8eoCRo0 3 hours ago | parent [-]

SK hynix CEO compelled by CEO obligations to paint a rosy and sustainable picture of memory chip demand.

Aloha 2 hours ago | parent [-]

I dont think he's wrong.

Dell is making moves to introduce server grade hardware without ECC memory.

There is plenty of DDR5, its not even very expensive, its DDR5-ECC where the prices go stratospheric.

mmastrac 2 hours ago | parent | next [-]

Do you have a source for more info? That seems odd to me - LLMs are particularly resilient to bitflips, so if anything the demand would pull on DDR5 in general, not on ECC specifically.

seanmcdirmid 2 hours ago | parent | prev | next [-]

DDR-5 is still expensive, at least until China can get more production online.

well_ackshually 2 hours ago | parent | prev | next [-]

>There is plenty of DDR5, its not even very expensive,

My 2x16GB of DDR5-6000 that I bought for 250€ is now 650€. 2x32GB that cost 200€ last July now goes for close to 1250€. Even my shitty ass DDR4-3000 sticks from over ten years ago would be selling for close to 300€.

DDR5 is horribly expensive, the only variants that are not as expensive are low frequencies or low amounts.

2OEH8eoCRo0 2 hours ago | parent | prev [-]

The point is that he must say this either way. If he expected demand to decline next year do you think he would come out and say that?

simongr3dal 2 hours ago | parent [-]

Why not? The income statements can’t lie. And if those fall short of expectations then the stock market is also gonna grill you.

2OEH8eoCRo0 an hour ago | parent [-]

Why wouldn't a memory CEO go on tv and say they expect the AI bubble to pop by the end of the year?