TrendForce expects another 40% rise in Q3 as buyers downgrade specs to secure supply.

  • greyscaleA
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    2 days ago

    AMD already proved they have HBM memory driving capabilties… Some years ago they did a special edition R9 card with HBM memory on die as a “compact” GPU option.

    I’d imagine the overproduction of HBM wafers will not take long for them to start running DDR5 wafers in their stead when the implosion comes. Currently theres a pent up demand for cheap DDR so the memorycos will ride this out.