Let's Talk Gizmo

The semiconductor industry is cyclical. But what we’re seeing now isn’t just another routine downturn or recovery. A tightening supply of high-bandwidth memory (HBM) and advanced DRAM is starting to ripple through the entire tech ecosystem — and GPUs are at the center of it. This isn’t just about gamers. It affects AI, data centers, laptops, smartphones, and even automotive systems. Why Memory Matters More Than Ever Modern computing performance is no longer limited by raw compute alone. It’s limited by data movement . High-performance GPUs — especially those built for AI workloads — depend heavily on high-bandwidth memory (HBM). Without enough memory bandwidth: AI training slows dramatically Large models can’t fit in memory Inference performance drops Data centers become inefficient Compute without memory is like a sports car stuck in traffic. What’s Causing the Shortage? 1. AI Is Consuming Everything Companies like NVIDIA and AMD, along with hyperscale...

In the previous article , I had mentioned that I am inclined towards Nvidia graphic cards currently. The main reason for this has been the performance improvement over the previous generation along with almost no increase in pricing. It is not cheap but compared to the pricing of the previous generations, this is relatively reasonable. Another reason being Radeon not really having anything comparable in their previous generation. Nvidia pushed back the release dates for RTX 3070 due to stock issues it faced during the release of RTX 3080 and 3090 cards. The new release date is on October 29, 2020 which a day later than the Radeon launch event on October 28, 2020. This is great as those looking to buy the RTX 3070 can at least know what AMD has for its Radeon lineup. So based on this I have decided to wait till the AMD Radeon launch over and then finalize on the graphics card. I will update this article after the launch of AMD Radeon Big Navi. So stay tuned... Update: AMD revealed it...