Some analysts believe Intel’s CPU sales could spike in the back half of 2018, if companies start buying new servers to replace older hardware hit by Spectre and Meltdown. Spectre, Meltdown Could Make Things Much Worse While still cheaper than DDR4, we can’t recommend falling back to the older RAM standard and its commensurate dependence on older CPUs - not when Spectre and Meltdown are raising questions about how long those same CPUs will last in-market when fixes are deployed. DRAM wafer starts at all three companies are only expected to grow by 5-7 percent this year and fab expansions or new foundries take years to bring online.Īnd those of you thinking “Ahah! I’ll buy DDR3!” aren’t going to be happy, as DDR3 prices have risen almost as much as DDR4. And DRAMexchange is reporting memory capacity growth is expected to be at a near-historic low of 19.6 percent in 2018, as Samsung, SK Hynix, and Micron are all cutting back on capital investments. Smartphone companies are unhappy with spikes in DRAM pricing and the way those spikes have bitten into their own profits. Apple is slashing its iPhone X production targets. The “mobile is sucking up all the DRAM,” argument, in other words, seems weak. Overall smartphone sales grew slightly in 2017, but not at the kind of meteoric rate we saw in earlier years. And according to DigiTimes, mobile DRAM inventory levels are spiking at smartphone manufacturers, with some companies carrying 2x the load they were as weak demand for devices and skyrocketing prices bite into smartphone profit margins as well. That’s possible, but LPDDR4 and LPDDR4X are not identical to DDR4, and it’s not as simple as building DDR4 and then binning it to see what kind of memory you have. The explanation for this spiking is that mobile demand for DDR4 has stripped the market bare.
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