We have been talking for several months about the increase in the price of memories used to manufacture storage units, due to the fact that the large available stock is decreasing, so an increase in the price of this is expected in the coming months. type. Today we are talking about another bad news since, one of the biggest HBM Memory Manufacturers has just announced that it has sold the entire supply it had planned for 2024.
HBM memories are high-speed memories designed for GPUs and have for some time been in high demand by GPU manufacturers for large training data centers. Artificial intelligencebecause it offers lower consumption and higher speed than GDDR and DDR memories commonly used in home equipment.
Out of stock of HBM memories
According to Kim Tae-tae, vice president of SLK Hynix, demand for HBM memories has soared due to advances in artificial intelligence, as they offer superior features and performance than traditional memories.
With NVIDIA at the helm as the world’s largest GPU manufacturer, whose primary business volume has seen a growth of more than 400% Over the past year, it is no surprise that demand for this type of memory has skyrocketed and inventory has become an issue, to the point where it is claimed that the entire supply planned to manufacture this type of units is exhausted.
NVIDIA and AMD are already working on the next generation of their GPUs dedicated to training Artificial Intelligence, which means that the demand for this type of memory will continue growing in recent years.
In addition to NVIDIA and AMD, we must also add Intel with its Arc graphics range, Softbank with the investment of 100 billion planned for the coming years and Microsoft, which has announced that it is already working on a design to manufacture dedicated GPUs. for its servers.
Due to the increase in demand for this type of memory, everything indicates that SK Hynix has a very promising future, in terms of revenue, especially when the next generations of this type of memory are launched, in which it has been working for years. years. and it will offer better benefits than the current ones.
Possible increase in the price of graphics cards
NVIDIA plans to introduce the RTX 50 line by the end of this year, a new line that could suffer a big impact The price increases compared to the previous generation and/or encounter supply problems if the stock of HBR memories begins to pose a problem.
NVIDIA would not be the only manufacturer that would be affected by the lack of stock since it would also affect AMD and the rest of the manufacturers. This type of memory was created by SK Hynix in 2013, making it the only manufacturer with the capacity to manufacture it.
What is clear is that the future related to graphics cards, both for home use and for those intended for data centers, will be very eventful in the months to come. Let’s hope that users are not affected, although everything seems to indicate that this is very unlikely to happen.