A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
Not sure what you mean with the wafers hitting the market. I was only referring to the specific deal that OpenAI made with Samsung and SK hynix to purchase a metric boatload of 900,000 undiced DRAM silicon wafers per month.
That means they have bought out the wavers - with a specific allocation for HBM/DDR/LPDDR/NAND as they need it. they know what percentages of what they need to reach the balance they use in their racks, and that will be what was ordered in detail.
The DDR5 can be used in common PCs, but it’s a different story with LPDDR. I have heard of an adapter to make LPDDR useable in common PCs, while i haven’t seen anything like that for HBM - and i wouldn’t bet on such an teck being available for the consumer market amytime soon, the architecture is quite different.
Not sure what you mean with the wafers hitting the market. I was only referring to the specific deal that OpenAI made with Samsung and SK hynix to purchase a metric boatload of 900,000 undiced DRAM silicon wafers per month.
According to Tom’s Hardware it includes “DDR5 and LPDDR4/LPDDR5 as well as premium HBM.”
Honestly I’m not sufficiently familiar with how that works to understand if any of that is consumer grade stuff.
That means they have bought out the wavers - with a specific allocation for HBM/DDR/LPDDR/NAND as they need it. they know what percentages of what they need to reach the balance they use in their racks, and that will be what was ordered in detail.
The DDR5 can be used in common PCs, but it’s a different story with LPDDR. I have heard of an adapter to make LPDDR useable in common PCs, while i haven’t seen anything like that for HBM - and i wouldn’t bet on such an teck being available for the consumer market amytime soon, the architecture is quite different.