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Comment by gruez

6 hours ago

>Dropping DDR-4 is anything but meaningful. It'll easily last 10 more years, machines from this gen are still much more affordable and quite powerful. In fact for most dev and gaming workflows the difference between the DDR-4 and DDR-5 generation of hardware is more or less negligible. I am exaggerating a bit -- but really, not too much.

How much % of the DRAM market do you think is made from computer enthusiasts upgrading their Zen 1/2 CPUs to Zen 3? Note intel and AMD both switched to DDR5 well before the exit from DDR3/DDR4 ("2024-2025", according to the complaint).

Note though that for Intel, the first gen of DDR5 CPUs also supported DDR4, and many buyers bought the DDR4 versions of their boards because at that point DDR5 RAM was much more expensive for gains that were marginal at best, which effectively makes Intel’s following generation of DDR5 CPUs the actual transition point.

The mere "enthusiast" word in your question suggests the percent is not too big. But I am not sure I get your point -- elaborate, please?

  • The point is that just because there's a handful of people (relatively speaking) looking to buy more RAM to upgrade their last gen systems, doesn't mean there's robust demand for DRAM manufacturers to keep DDR4 manufacturing lines going. It's like arguing Sony shouldn't have exited the CRT business because there's retro enthusiasts on youtube scouring the earth for CRT monitors.

    • For the reasons stated above -- that DDR5-gen hardware is expensive right now -- I'd think the DDR4-gen market will remain alive for quite a big longer. Though that's likely much more on the second-hand market side of things.

      While I wouldn't necessarily agree with "a handful of people", the fact is that neither of us can prove their lean -- so no point pursuing that argument thread.

      So you might be right that it's a pure numbers/statistics decision. Or I might be right that they want to herd people into the more expensive hardware while forcing them to do so by phasing out production of the cheaper hardware.

      No way to truly know IMO. We are exchanging hypotheses.

    • I’m not sure that comparison makes much sense. By the time CRTs were phased out, demand was down to almost nothing and what little existed was confined to the extreme budget market. While I don’t have industry insights or anything I don’t think demand for DDR4 is anywhere near the bottom yet, and the remaining demand is centered on premium product (nobody running cheap DDR4 is upgrading). In a more normal market would be more than enough to justify continued production for several more years.

      DDR4 production is likely still quite profitable, just not drowning-in-money AI-bubble profitable. If smaller foundries existed they’d be happy to take up the business.

      Maybe really what needs to happen is some busting up of the giants…

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