Now That 2027 RAM Manufacturing Capacity Has Reportedly Been Sold Through, It's Hard To Imagine the RAMageddon Ending Any Time Soon
www.ign.com
A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
  • brucethemoose@lemmy.worldEnglish
    1·
    16 days ago

    I’m not sure I worded this right before, but it takes ~half a decade to plan and produce a GPU.

    They can’t just switch out the bus or memory on an existing design.

    So they could make a HBM gaming GPU. But they would have had to have started ~2 years ago.

    …That’s extremely unlikely.

    It’s unlikely they’ll even plan one now.

    AMD did indeed try making HBM gaming GPUs, and it turns out it’s supremely uneconomical; they immediately pivoted to the opposite extreme (narrow bus + larger cache).

    However, LPDDR GPUs appear to already be in the pipe, so that will provide some GPU market relief.