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

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[–] 10 points 4 months ago (1 child)

Need a way to take HBM and adapt it to DRAM modules... so we have a fast path to getting consumer RAM...

... that and we need consumer mobos to be able to run RDIMM modules.

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  • [–] 2 points 4 months 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.

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