Server products have historically been more profitable than their consumer counterparts; therefore, it is not surprising that manufacturers such as Samsung, SK hynix, and Micron have adjusted their production capacities to meet the demand for AI and data center equipment. Micron has even discontinued its consumer Crucial brand to concentrate more on feeding the AI beast.
To quantify the disparity between servers and consumers, the Framework provides an example of a single Nvidia GB300 Blackwell rack, which contains 20TB of HBM3E and 17TB of LPDDR5X. This amount of LPDDR5X memory is sufficient to power thousands of laptops. A data center focused on AI typically comprises thousands of such racks, which helps explain why the consumer market plays the second fiddle.
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Zhiye Liu News Editor, RAM Reviewer & SSD Technician Zhiye Liu is a news editor, memory reviewer, and SSD tester at Tom’s Hardware. Although he loves everything that’s hardware, he has a soft spot for CPUs, GPUs, and RAM.
LordVile Admin said: Framework, the computer manufacturer, has recently raised the price of the DDR5 memory options available for the Framework Laptop DIY Edition by 50%. Framework raises DDR5 RAM upgrade prices by 50% amid DRAM shortage — only for Laptop DIY edition, says prices will likely rise again : Read more I mean you’re already massively overpaying for the hardware so it’s not much change Reply
helper800 LordVile said: I mean you’re already massively overpaying for the hardware so it’s not much change At least they don't overcharge as much as Apple does. Reply
LordVile helper800 said: At least they don't overcharge as much as Apple does. They’re literally more expensive than a MacBook Air for a worse specced and built machine. Reply
ekio This global shortage of everything starts to go way too far. They print money, making every one poor, they take away parts from consumers transforming plastic into gold. Whats the next step, gas for 10 dollars per litter to be sure we all end up being slaves? Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/ram/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/ram/framework-raises-ddr5-ram-upgrade-prices-by-50-percent-amid-dram-shortage-only-for-laptop-diy-edition-says-prices-will-likely-rise-again#main
- https://www.tomshardware.com
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