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nrptoday at 1:15 AM1 replyview on HN

We’ve been able to hold the same price we had at launch because we had buffered enough component inventory before prices reached their latest highs. We will need to increase pricing to cover supplier cost increases though, as we recently did on DDR5 modules.

Note that the memory is on the board for Ryzen AI Max, not on the package (as it is for Intel’s Lunar Lake and Apple’s M-series processors) or on die (which would be SRAM). As noted in another comment, whether the memory is on the board, on a module, or on the processor package, they are all still coming from the same extremely constrained three memory die suppliers, so costs are going up for all of them.


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mips_avatartoday at 5:23 AM

How do suppliers communicate these changes? Are they just like yep now it’s 3x higher? Im surprised you don’t have longer contracts

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