Another story on the same matter, related to AICs, that appeared recently said that NVIDIA has cut off its GPU+DRAM bundles to AICs, forcing AICs to procure memory for each GPU themselves. Like AMD & Intel, NVIDIA provides its partners with a GPU+DRAM combo. So let's say an AIB asks 100 units of the GeForce RTX 5060 GPU from one of NVIDIA's distributors. The AIC will receive two things: the GPU or chip used in the RTX 5060 graphics card, and the DRAM modules. It's been the case since forever. The AIC will then produce a PCB that aligns with NVIDIA's guidance spec and perform the final retrofit
Exclusive: RTX 50 Series Supply Crisis Explained: Why GPUs Are Scarce & What NVIDIA Is Doing… Related Story Intel Strong-Arms PC Partners Into Buying 18A Chips, Forcing Costly Redesigns As Older Node Supply Dries Up According to industry experts, TSMC's earnings call will focus on the Middle East supply chain crisis and the company's ability to sustain operations in a complex landscape. …
… While the exact figure wasn’t mentioned, 16GB LPDDR5X RAM and UFS 4.1 storage configurations will exceed the Snapdragon 8 Elite Gen 5’s cost. This means the memory pairing will cost more than $280 to incorporate into each smartphone. …
… NVIDIA GeForce RTX 50 GPU Prices Newegg : GPU Name Status MSRP Lowest Price 1/16/26 Highest Price 1/16/26 RTX 5090 32 GB Available / In-Production $1999 US $3741 Windforce OC $9999 Astral Dahab RTX 5080 16 GB Available / In-Production $999 US $1459 Gigabyte AERO $3299 ROG Astral RTX 5070 Ti 16 GB A… …
How We Rate Rumors 0-20%: Unlikely - Lacks credible sources 21-40%: Questionable - Some concerns remain 41-60%: Plausible - Reasonable evidence 61-80%: Probable - Strong evidence 81-100%: Highly Likely - Multiple reliable sources RUMOR ASSESSMENT 50% Plausible Similar to NVIDIA, AMD may prioritize … …
… It appears that facilitating AI workloads comes at a high cost, which disrupts existing supply chains, leaving neither consumers nor suppliers sufficient time to react to the changing supply-demand situation. …
… We've already seen the AI/GenAI industry drive up the cost of memory and cause a crisis across the tech industry , we've seen it drive major shifts in the stock market for video game companies even if those shifts were based on false beliefs , we've seen it take jobs from developers as previously m… …
… Once again, neither AMD nor any chipmaker is to blame for this; the DRAM suppliers are the main reason this situation has arisen, and there's no end to it. We have a more detailed report on the DRAM crisis coming soon, which will paint an even bleaker picture of this whole scenario. …
… While this might sound optimistic, it is important to note that this means the era of budget-friendly PC products is almost over, and that, over time, OEMs and supply chain partners will be forced to adjust to BOM costs by raising prices. …
… Costikyan is definitely right about the massive number of layoffs and regular studio closures that have occurred in the last few years, between the consequences of consolidations, the struggles of AAA game development, and the so-called " extinction level event " caused by the Embracer Group 's $2 … …
… " On top of the issues Harding-Rolls identifies as coming from growth in AI infrastructure, which has led to the memory crisis the entire tech world is facing, he also points out that things are only set to get worse, as a new wave of inflation is expected due to the conflict in the Middle East. …