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Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-11/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
phxrider With decreased supply, AIBs are going to have to make up for the revenue loss with higher prices, or quit the business. Take your pick. And of course, in the face of RAM shortages, they're going to prioritize the version that sells for the most, i.e the 5080 over 5070 ti and 5060 ti, just like AMD is going to prioritize the 9070 XT over the 9070 and 9060 XT. This would be a really good time for Intel to get into the RAM business LOL. They already have fabs…. Reply
vanadiel007 The way I look at it, why even set an MSRP. It's clearly a symbolic price that nobody cares to sell at anyways. Reply
bit_user The article said: If the OPP program is indeed real, it seems that the continuous increase in memory pricing is making it difficult even for Team Green, with its record revenues fueled by the boom in AI infrastructure build-out, to sustain the GPU and memory subsidy I think it's not that they can't afford it, but rather that there's just not enough GDDR7 to go around. So, letting prices naturally respond to the supply shortage will have the effect of reducing consumption. That reduced consumption will allow market dynamics to direct GDDR7 where it adds the most value. Sad to say, that will be in their higher-end SKUs, like the RTX 5080 and 5090. Also, the much-maligned 8 GB version of the RTX 5060 Ti. This article has a nice table that lays out the price vs. GDDR7 ratio, which should serve as a good predictor of where most of their GDDR7 supply will go: https://www.tomshardware.com/pc-components/gpus/gigabyte-ceo-explains-nvidias-potential-gpu-supply-strategy-amid-crushing-memory-shortages-gross-revenue-per-gigabyte-of-gddr7-memory-could-decide-what-products-thrive Fortunately, their workstation and server GPUs that use GDDR7 all use the 24 Gb dies. So, they aren't actually competing with the gaming cards for supply! I suppose maybe at the Fab level, but not among the 16 Gb GDDR7 chips that are actually produced. Reply
bit_user vanadiel007 said: The way I look at it, why even set an MSRP. It's clearly a symbolic price that nobody cares to sell at anyways. Plenty of them even dropped below MSRP, during Black Friday sales. That's when I got a RTX 5070 for $480, which is $70 (12.7%) below MSRP! Now, I'm slightly kicking myself for not getting a Ti, but it was sort of an impulse buy and already more than I wanted to spend. Reply
bit_user phxrider said: This would be a really good time for Intel to get into the RAM business LOL. They already have fabs…. Sorry, but that can't work. Some of the reasons: The manufacturing process for logic and DRAM are fundamentally different. It would require retooling and a huge R&D cycle for them to get a competitive DRAM node, and then those lines wouldn't be able to fab logic wafers. This is why TSMC doesn't make DRAM (or NAND) and companies like SK Hynix and Micron don't make logic dies. Requires lots of specialized IP they simply don't have. Another long & expensive R&D effort would be required. They recently sold off their NAND business & fabs, in order to focus more on core products. So, it would take them back in the opposite direction of trying to chase too many markets. Memory tends to be a very cyclical business. Investing now could leave them trying to launch products in the next big downturn. Fun fact: they were once in the DRAM business, but exited back in 1985! https://timeline.intel.com/1985/farewell-to-dram Reply
SkyBill40 bit_user said: Sorry, but that can't work. Some of the reasons: The manufacturing process for logic and DRAM are fundamentally different. It would require retooling and a huge R&D cycle for them to get a competitive DRAM node, and then those lines wouldn't be able to fab logic wafers. This is why TSMC doesn't make DRAM (or NAND) and companies like SK Hynix and Micron don't make logic dies. Requires lots of specialized IP they simply don't have. Another long & expensive R&D effort would be required. They recently sold off their NAND business & fabs, in order to focus more on core products. So, it would take them back in the opposite direction of trying to chase too many markets. Memory tends to be a very cyclical business. Investing now could leave them trying to launch products in the next big downturn. Fun fact: they were once in the DRAM business, but exited back in 1985! https://timeline.intel.com/1985/farewell-to-dram It would take them at least a decade to get back into that market space and by then, what's the point? Even if they decided to make the jump, I doubt it would be anywhere as profitable as their chipmaking process. Reply
logainofhades SkyBill40 said: It would take them at least a decade to get back into that market space and by then, what's the point? Even if they decided to make the jump, I doubt it would be anywhere as profitable as their chipmaking process. What profit? While much improved, they have yet to right the ship fully. https://www.tomshardware.com/pc-components/cpus/intel-shares-down-13-percent-as-company-only-manages-to-shrink-losses-in-latest-earnings-demand-to-outpace-2026-supply-usd300-million-deficit-comes-despite-more-than-usd20-billion-in-outside-investment-from-nvidia Reply
ezst036 The customers are partially to blame here. Who thinks its still a secret that Nvidia stopped being a gaming company? Who has seen for some time now out of control pricing on Nvidia GPUs? Now. Knowing those two things? Who (gamers) is still buying Nvidia GPUs?????? Why would you ever do that? Why?!?!? Any gamer who has bought a recent Nvidia GPU is at least a part of the problem. The number is not zero. Nvidia's sales of gaming GPUs should be cratering with gamers, but it is not cratering. This points to a problem of bad consumers. Nvidia is arrogant and thinks it can do what it wants. Nvidia is actually correct, because its consumers, bad consumers, have told Nvidia to go do what Nvidia wants. Bad consumers. Reply
ezst036 phxrider said: This would be a really good time for Intel to get into the RAM business LOL. They already have fabs…. That is a really good point, though I don't think fabs can necessarily be turned on a dime. But yes. Intel would be wise to get into the RAM business right about now with its fabs. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/gpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/gpus/nvidia-reportedly-cuts-program-designed-to-keep-gaming-gpus-near-msrp-pricing-end-of-opp-pricing-support-scheme-does-not-bode-well-for-gamers#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.