When Nvidia’s RTX 3070 Ti and RTX 3080 Ti first appeared on radar, the persistent rumor was that these GPUs would characteristic rather more reminiscence than the bottom playing cards — 20GB and 16GB, respectively. Rumors of GPU reminiscence shortages had been reportedly behind Nvidia’s choice to delay the playing cards. Once they lastly launched just lately, the RTX 3080 Ti obtained a really modest bump to 12GB, whereas the RTX 3070 Ti retains its 8GB buffer.
A brand new report from TrendForce suggests an ongoing and extreme DRAM scarcity out there. The corporate writes:
Quotes for graphics DRAM merchandise proceed to rise within the contract market because the extreme undersupply scenario persists. Moreover, the availability achievement charges for orders from some medium- and small-size purchasers have been hovering round 30%. This undersupply scenario is anticipated to persist via 3Q21, throughout which graphics DRAM contract costs are anticipated to rise by 8-13% QoQ.
And that’s the good information. In the event you’re shopping for DRAM on the spot market, you may count on to pay significantly greater than on contract — as much as 100% extra, down from 200 % through the top of the cryptocurrency growth.
The upper value on the RTX 3070 Ti might be at the least partly a response to the growing value of VRAM, together with the upper value of GDDR6X in contrast with GDDR6. It’s additionally seemingly that Nvidia didn’t outfit the playing cards with extra reminiscence as a result of it couldn’t assure supply in cheap time durations.
There are 4 components feeding this pattern. First, demand for gaming merchandise stays very excessive throughout the PC market. Second, DRAM suppliers deal with Nvidia preferentially and have allotted capability to that firm versus smaller suppliers. Third, the Xbox Sequence X and PlayStation 5 each use 16Gb GDDR6 chips, not 8Gb GDDR6, and producers have to decide on which product to concentrate on. You may’t produce each from any given run of wafers. Lastly, a resurgence in knowledge heart gross sales means firms are prioritizing this reminiscence, as effectively.
There may be, nevertheless, some excellent news. Cryptocurrency miners should not shopping for each single GPU below the solar any longer, which implies costs on extraordinary GDDR5 are falling. We’d see some moderately new, lower-end GPUs hit costs that don’t break the financial institution over the subsequent few weeks, although the scenario for high-end playing cards just isn’t anticipated to right away enhance.
A rise in VRAM value doesn’t essentially imply the price of GPUs will rise, but it surely does imply that we’re nonetheless dealing with provide shortfalls. Estimates for when this example will enhance have various, with extra optimistic stories suggesting GPUs may turn out to be extra broadly obtainable by the top of Q3. Pessimistic stories point out the scenario may persist into 2022.