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.
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.
Could gpus use HBM? I thought AMD used it 10 years ago in theirs.
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.
It’s good they did find an alternative