Dec. 4 at 4:33 PM
Rumour:
$AMD has notified partners about 2nd price increase for its GPUs but this time tied directly to surging memory procurement cost - 1st price hike was in Oct but next hike will be larger & cover all models
DRAM market that is under heavy strain from AI demand & bulk orders from large buyers. Recent reports show DDR5 module prices up by as much as +60% since Sept, w/ 32GB server modules jumping from
$149 to
$239, and broader DRAM contract prices rising roughly +170% y/y. GDDR6 used in GPU cards has also seen increases of around +30% as foundries & memory vendors shift capacity toward server DDR5, HBM & AI products.
$DELL $HPQ $MSFT $NVDA