1 + 2 = 3?
What is not being said is where the HBM2 is coming from. If it's made by Intel, no more shortages. If it is not, the price will come down. If there is a hardware cross platform agreement between Intel and AMD on this technology, we will see HBM3 a lot sooner and a lot faster. In any case, NVidia will have to (A) make their own (B) buy it from current suppliers -Samsung/SK Hynix- or (C) buy it from Intel.
It is unlikely that GDDR5 will save NVidia.
Biting the hand that feeds IT
