A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
If the memory wafers are largely HBM, so they can’t be used for gaming hardware.
If you’re thinking of HBM gaming GPUs, the chip design pipeline is too long. If Nvidia/AMD/Intel started making one right now, and rushed it, it would still be many years away.
…However, a lot of LPDDR5 is being made too.
Hence the rumors of AMD hedging their bets and using LPDDR for some future GPUs.
But aren’t the wafers uncut? It could be used for anything if they’re just in storage.
If the memory wafers are largely HBM, so they can’t be used for gaming hardware.
If you’re thinking of HBM gaming GPUs, the chip design pipeline is too long. If Nvidia/AMD/Intel started making one right now, and rushed it, it would still be many years away.
…However, a lot of LPDDR5 is being made too.
Hence the rumors of AMD hedging their bets and using LPDDR for some future GPUs.