Zhiye Liu is a news editor, memory reviewer, and SSD tester at Tom\u2019s Hardware. Although he loves everything that\u2019s hardware, he has a soft spot for CPUs, GPUs, and RAM. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-12/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Zhiye Liu News Editor, RAM Reviewer & SSD Technician Zhiye Liu is a news editor, memory reviewer, and SSD tester at Tom’s Hardware. Although he loves everything that’s hardware, he has a soft spot for CPUs, GPUs, and RAM.
80251 So the problem isn't that the AI industry is buying up all GDDR6 and GDDR7 memory it's that the fabs are being monopolized to produce DDR5 memory? Zotac isn't still manufacturing RTX 3xxx videocards are they? The article seemed to suggest they were. Reply
thestryker The PC hardware distribution chain has needed a shakeup for a long time, but the problem is that the companies getting squeezed the most are the ones who would have to do it which I think is why it hasn't happened. For the end user the concern is consolidation. It's not unimaginable that on the nvidia side MSI, Asus and Gigabyte are all that's left intact. PNY would be the other likely candidate due to their seemingly exclusive enterprise offerings. I'd expect to see some closures and/or consolidation if the bubble doesn't burst this year. The fact that the AIBs don't have a direct distribution method is part of why they've been crunched so hard despite the booms that have happened. This time there's a straight up shortage which is why distributors are at risk. During the last crypto boom for example the distributors saw plenty of profits as they could offload stock of less desirable things and raise prices on video cards at the same time. I'm not really sure what the current mess is going to end up looking like at the distribution level, but it's likely to be bad. Reply
bill001g Ar558 said: This is exactly what the big Tech companies want. They want to kill the GPU market entirely. They can then force gamers to use Datacentre hosted gaming subscription services at higher prices. I expect minimum would be $30/month for basic ramping up to $200 for 4090 equivalent performance. I never looked at how nvidia and other vendors actually offered their cloud based gaming so maybe I missed something. Sure they can run the game and render the frames at 4k and 60fps on the server. The big question is how do they get those frames sent to your house. The bandwidth between the video card and the monitor is massive. It is over 10gbit a second for just 60fps at 4k. The only way they do this is to massively compress the data. Netflix does this but they can take half a day to process a movie and reduce the compression loss. With games there is no time to do this. Does it really pay to use a 4090 to render a really good frame in a game and then discard 90% of the data. Be better off to just use a cheap card locally and render much lower images to begin with. What is more likely to happen if the majority of gamers can not afford GPU is the game companies put more effort into making a "fun" game rather than shinny eye candy. Many of the games I liked best had very average graphics and games that made a point of having fancy visuals I was disapointed with because most ran like garbage on release which distracted from the gameplay. Reply
Overtkill EVGA….. Ring any bells peeps? 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/zotac-warns-component-shortages-threaten-the-very-survival-of-gpu-manufacturers-and-distributors-message-to-korean-customers-suggests-that-the-worst-could-be-yet-to-come#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.