Samsung could double HBM2 memory production and still not meet demand

[WYP]

HBM2 is too expensive for mass market adoption.



Read more about Samsung's HBM2 memory production failing to meet demand.

 

[demonking]

So Samsung are saying they can sell double and still not have enough but aren't?
Why?

 

[WYP]

So Samsung are saying they can sell double and still not have enough but aren't?
Why?

They use the same production equipment to make other types of DRAM, so they are very manufacturing constrained. New fabs take ages to build. Pretty much the same reason why DRAM prices are high.

 

[demonking]

They use the same production equipment to make other types of DRAM, so they are very manufacturing constrained. New fabs take ages to build.

- Make sense, they don't want to end up where Nvidia are now I suppose.

Pretty much the same reason why DRAM prices are high.

I think the Chinese government don't agree with you there . It'll be interesting to see where that goes. Other than onto the price if they do get fined

 

[WYP]

- Make sense, they don't want to end up where Nvidia are now I suppose.

I think the Chinese government don't agree with you there . It'll be interesting to see where that goes. Other than onto the price if they do get fined

We still need to see where everything settles in that regard, but remember that they could be doing the same thing with HBM as they do for other types of DRAM. They use the same manufacturing tech, so constrain (real or faked) will affect other types of DRAM.

There is a reason why I said it is the same reason why DRAM prices are high, instead of elaborating further.