Despite Computex’s imminence, there are still plenty of pre-show announcements and news items to discuss. This week’s anchor item is the “conversation” that Micron has been having with memory suppliers; specifically, China’s Anti-Monopoly Bureau has discussed DRAM pricing with Samsung and Micron, Hynix likely to follow. Connecting the dots isn’t too hard here, but keep in mind that there’s still nothing confirmed with regard to price fixing possibilities.
Separately, AMD’s B450 chipsets were detailed, passive AM4 coolers debuted, and JPR thinks cryptomining is waning, giving way to more affordable video cards for gamers.
Show notes are below the video.
We wrote a couple of scripts to scrape the data shown in this content, showing memory price trends for the year so far. We recently set forth on an information gathering mission to learn about how much it costs to actually buy different types of memory, allowing us to look at just how much the memory suppliers are making. They’re raking in record profits with record stock highs – just look at the below Hynix or Micron stock chart: Despite claimed cleanroom limitations, the companies are making record revenue. Today, we’re talking about why and how the memory industry is in the shape it’s in.
This is Part 2 of our RAM Report series. The first part aired previously, and dug deep into five years of memory price data and earnings results for memory suppliers. Be sure to read or watch that content if you haven’t already.
This week's hardware news recap primarily focuses on some GN-exclusive items pertaining to AMD's plans with system memory in the future, mostly looking toward DDR5 for CPUs and HBM integration with CPUs, creating "near memory" for future products. All of this, of course, is before the major Ryzen 2 review publication timelines on Thursday this week, 9AM Eastern, when you'll find still more CPU news to look over. Be sure to check back for that.
In the meantime, today's news covers memory stories, laptop updates, AMD staff changes, Spectre patches, and more.
The past week of hardware news has been peculiarly busy for this time of year, with a deluge of news posting toward the latter half of last week. For major stories, [H]ardOCP’s coverage of nVidia’s GPP agreements has undoubtedly garnered among the most attention in the news cycle, with additional stories of interest covering hacks to get Coffee Lake CPUs functional in Z170 and Z270 motherboards.
We’ve got a couple of minor news items – new liquid coolers, a mini-review of a chair – and a couple of game industry items, like Valve’s return to game development.
Find the written and filmed recaps below:
CPUs with integrated graphics always make memory interesting. Memory’s commoditization, ignoring recent price trends, has made it an item where you sort of pick what’s cheap and just buy it. With something like AMD’s Raven Ridge APUs, that memory choice could have a lot more impact than a budget gaming PC with a discrete GPU. We’ll be testing a handful of memory kits with the R5 2400G in today’s content, including single- versus dual-channel testing where all timings have been equalized. We’re also testing a few different motherboards with the same kit of memory, useful for determining how timings change between boards.
We’re splitting these benchmarks into two sections: First, we’ll show the impact of various memory kits on performance when tested on a Gigabyte Gaming K5 motherboard, and we’ll then move over to demonstrate how a few popular motherboards affect results when left to auto XMP timings. We are focusing on memory scalability performance today, with a baseline provided by the G4560 and R3 GT1030 tests we ran a week ago. We’ll get to APU overclocking in a future content piece. For single-channel testing, we’re benchmarking the best kit – the Trident Z CL14 3200MHz option – with one channel in operation.
Keep in mind that this is not a straight frequency comparison, e.g. not a 2400MHz vs. 3200MHz comparison. That’s because we’re changing timings along with the kits; basically, we’re looking at the whole picture, not just frequency scalability. The idea is to see how XMP with stock motherboard timings (where relevant) can impact performance, not just straight frequency with controls, as that is likely how users would be installing their systems.
We’ll show some of the memory/motherboard auto settings toward the end of the content.
While researching GPU prices and learning that GDDR5 memory price has increased by $20-$30 on the bill of materials lately, we started looking into the rising system memory prices. RAM pricing has proven somewhat cyclic over the past few years. We’ve reported on memory price increases dating back to 2012, and have done so seemingly every 2 years since that time. This research piece pulls five years of trend data, working in collaboration with PCPartPicker, to investigate why memory prices might be increasing, when we can expect a decrease, and more.
DRAM prices are crazy right now. We’ve driven that point into the ground over the past few years, but pinpointing a “when” and a “why” is a difficult proposition. With the help of PCPartPicker, we’ve identified some general trends that seem almost cyclic, and provide some relief in pointing toward an eventual downturn.
China’s National Development and Reform Commission (NDRC) is looking into the possibility of DRAM price-fixing between the major memory and Flash suppliers, with specific interest from the Pricing Supervision Department of said commission. An official from the regulatory body, Xu Xinyu of NDRC, stated the following: “We have noticed the price surge and will pay more attention to future problems that may be caused by ‘price fixing’ in the sector.”
This comes following recent reports that Samsung initiated plans to increase supply by 20%, which still failed to meet rising demand. The NDRC told the China Daily, a state-run media outlet, that the NDRC has paid attention to DRAM pricing and demand over the past 18 months, and that memory suppliers are now under the eye of the NDRC. There are only four major suppliers in the industry, and those include SK Hynix, Micron, Toshiba, and Samsung.
Cyber Monday is over, but “Black Friday” is now “Black November.” December is also Black November. Next year is Black 2018. Welcome to the future, where the deals are infinite and yet 8GB of memory still costs nearly $100.
Regardless, we’ve got a few that are worthwhile: There’s an i7-7700K for $290, an EVGA SuperNova 650 for $65, and an AMD bundle kit below.
With the US Thanksgiving holiday right around the corner, sales and discounts have begun making it almost affordable to build a PC again after months of high prices. One component that has seen huge price increases over 2017 has been DRAM, with little respite over the months. We found some deals on DDR4 RAM this week, so if you are in the market for a new kit or an upgrade, this is good news. Additionally, if you are someone looking for a CPU to go with a new kit of RAM, consider checking out the recent AMD CPU sale article or the Best CPUs of 2017 article for more.
During a presentation at the USB Global Technology Conference, Intel indicated that the roadmap for Intel Optane DIMMs lands their proprietary memory somewhere in the second half of 2018. Thus far, we’ve seen the storage and caching side of Intel Optane 3D XPoint. It seems in 2018, we’ll be afforded the opportunity to witness 3D XPoint as main memory.
We moderate comments on a ~24~48 hour cycle. There will be some delay after submitting a comment.