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05.02.26 - 21:45
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Nvidia Could Delay New GPU Due To Deepening Memory Crunch (ZeroHedge)
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Nvidia Could Delay New GPU Due To Deepening Memory Crunch
News flow around the memory crunch is accelerating by the week, and the casualty list is growing.
Just this morning, Qualcomm and Arm Holdings warned that shortages of high-bandwidth memory (HBM) could crimp smartphone production this year. Apple signaled earlier this week that it will prioritize higher-end iPhone models, while Nintendo shares slid as soaring HBM costs threaten to squeeze margins.
The alarm bells are getting louder after a new report from The Information, citing two sources, saying Nvidia won't release a new gaming GPU (RTX 60 series) this year due to a HBM supply crunch, forcing it to prioritize limited HBM for its far more profitable AI chips over gaming GPUs.
If confirmed, it would mark the first year in roughly three decades that Nvidia has not released a new consumer-grade gaming GPU.
Here's more color from The Information:
The delay will also push back the release of Nvidia's next-generation gaming GPU. Like...
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