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I’m not sure I worded this right before, but it takes ~half a decade to plan and produce a GPU.

They can’t just switch out the bus or memory on an existing design.

So they could make a HBM gaming GPU. But they would have had to have started ~2 years ago.

…That’s extremely unlikely.

It’s unlikely they’ll even plan one now.

AMD did indeed try making HBM gaming GPUs, and it turns out it’s supremely uneconomical; they immediately pivoted to the opposite extreme (narrow bus + larger cache).

However, LPDDR GPUs appear to already be in the pipe, so that will provide some GPU market relief.

I’m not sure I worded this right before, but it takes ~half a decade to plan and produce a GPU.

They can’t just switch out the bus or memory on an existing design.

So they could make a HBM gaming GPU. But they would have had to have started ~2 years ago.

…That’s extremely unlikely.

It’s unlikely they’ll even plan one now.

AMD did indeed try making an HBM gaming GPU, and it turns out it’s supremely uneconomical; they immediately pivoted to the opposite extreme (narrow bus + larger cache).

However, LPDDR5 GPUs appear to already be in the pipe, so that will provide some GPU market relief.

I’m not sure I worded this right before, but it takes ~half a decade to plan and produce a GPU.

They can’t just switch out the bus or memory on an existing design.

So they could make a HBM gaming GPU. But they would have had to have started ~2 years ago.

…That’s extremely unlikely.

It’s unlikely they’ll even plan one now.

AMD did indeed try making an HBM gaming GPU, and it turns out it’s supremely uneconomical; they immediately pivoted to the opposite extreme (narrow bus + larger cache).

I’m not sure I worded this right before, but it takes ~half a decade to plan and produce a GPU.

They can’t just switch out the bus or memory on an existing design.

So they could make a HBM gaming GPU. But they would have had to have started ~2 years ago.

That’s extremely unlikely.

AMD did indeed try making an HBM gaming GPU, and it turns out it’s supremely uneconomical; they immediately pivoted to the opposite extreme (narrow bus + larger cache).

I’m not sure I worded this right before, but it takes ~half a decade to plan and produce a GPU.

They can’t just switch out the bus or memory on an existing design.

So they could make a HBM gaming GPU. But they would have had to have started 2-3 years ago.

That’s extremely unlikely. AMD did indeed try this, and it turns out it’s supremely uneconomical; they immediately pivoted to the opposite extreme (narrow bus + larger cache).