discussion GPU price hike warning from PowerColor

[moocow]

Instead of posting in a new thread, I'll update here. Rumor is that Nvidia may stop including VRAM with their BOM kit to AIB so they have to source VRAM themselves.

https://www.tomshardware.com/pc-components/gpus/nvidia-reportedly-no-longer-supplying-vram-to-its-gpu-board-partners-in-response-to-memory-crunch-rumor-claims-vendors-will-only-get-the-die-forced-to-source-memory-on-their-own

 

[Izerous]

Instead of posting in a new thread, I'll update here. Rumor is that Nvidia may stop including VRAM with their BOM kit to AIB so they have to source VRAM themselves.

https://www.tomshardware.com/pc-components/gpus/nvidia-reportedly-no-longer-supplying-vram-to-its-gpu-board-partners-in-response-to-memory-crunch-rumor-claims-vendors-will-only-get-the-die-forced-to-source-memory-on-their-own

One thing that concerns me about this idea is quality might really shift between brands at that point because someone used a much lesser quality of vram and it might take a really long time for that to really be aparent

 

[Caldezar]

Instead of posting in a new thread, I'll update here. Rumor is that Nvidia may stop including VRAM with their BOM kit to AIB so they have to source VRAM themselves.

https://www.tomshardware.com/pc-components/gpus/nvidia-reportedly-no-longer-supplying-vram-to-its-gpu-board-partners-in-response-to-memory-crunch-rumor-claims-vendors-will-only-get-the-die-forced-to-source-memory-on-their-own

This is really going to create a discrepancy between 'founders' cards and after markets.

 

[moocow]

One thing that concerns me about this idea is quality might really shift between brands at that point because someone used a much lesser quality of vram and it might take a really long time for that to really be aparent

So can China make GDDR6? From 5 minutes of research online, it seems like CXMT, YMTC, and SMIC can't even make DDR5 yet. KingSpec and other cheap SSD are using YMTC stuff if I recall and they aren't that good. If they can catch up by mid-2026 for DDR5, we may get some relief, assuming the performance can match the existing big 3. IMO, I don't think they are too far off at the current pace.