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

you are viewing a single comment's thread
view the rest of the comments
[–] 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.

  • source
  • parent