4 ms·

They should drop a $600 card with 128gb of vram. This is just barely possible without losses on every sale. And then just watch heads explode.

ryao 2y ago
At current market pricing on dramexchange, 128GB of 16Gbit GDDR6 chips would cost $499.58. That only leaves $100.42 for the PCB, GPU die, miscellaneous parts, manufacturing, packaging, shipping, the store’s margin, etcetera. I suspect that they could not do that without taking a loss. I wonder if they could mix clamshell mode and quadrank to connect 64 memory chips to a GPU. If they connected 128GB of VRAM to a GPU, I would expect then to sell it for $2000, not $600.
- DeepSeaTortoise 2y ago
  Yup, just went with the $3 per GB formula. GPU should be about $200 at TSMC (400-450mm2). + about $150 for the pcb, cooler and other stuff, I didn't consider Times a 1.6 to 1.75 factor if they like actually being profitable (operations, rnd, sales, marketing, ...). So about $1.5k, I guess. Multiply that with a .33 "screw the competition" factor and my initial guess is almost spot on. . Real problem: The largest GDDR7 package money can buy right now is 3GB. That's a 1376bit bus right there. GL fitting that to a sub 500mm2 die. In the future you could put that amount of vram on a 512bit bus, tho. Also normal DDR is getting really fast atm. 8 channel can already challenge most vram configurations. Maybe it's time soon to switch back to swappable memory.
  - rasz 2y ago
    >+ about $150 for the pcb, cooler and other stuff, Assuming I had access to gerbers I could order replica of 5090 PCB for $65, including shipping. Intel PCB is half that. Again this is for a dude off the street buying 1-5 copies, not a bulk order.
imtringued 2y ago
This makes no sense. Currently 24GB is the sweet spot to stay competitive and 32GB is the maximum amount of memory you could stick on a card and still have a decent memory to bandwidth ratio. What they should do instead is make the cards thinner and more efficient so that you can easily put two of them in a case.

ryao 2y ago

At current market pricing on dramexchange, 128GB of 16Gbit GDDR6 chips would cost $499.58. That only leaves $100.42 for the PCB, GPU die, miscellaneous parts, manufacturing, packaging, shipping, the store’s margin, etcetera. I suspect that they could not do that without taking a loss. I wonder if they could mix clamshell mode and quadrank to connect 64 memory chips to a GPU. If they connected 128GB of VRAM to a GPU, I would expect then to sell it for $2000, not $600.

DeepSeaTortoise 2y ago
Yup, just went with the $3 per GB formula. GPU should be about $200 at TSMC (400-450mm2). + about $150 for the pcb, cooler and other stuff, I didn't consider Times a 1.6 to 1.75 factor if they like actually being profitable (operations, rnd, sales, marketing, ...). So about $1.5k, I guess. Multiply that with a .33 "screw the competition" factor and my initial guess is almost spot on. . Real problem: The largest GDDR7 package money can buy right now is 3GB. That's a 1376bit bus right there. GL fitting that to a sub 500mm2 die. In the future you could put that amount of vram on a 512bit bus, tho. Also normal DDR is getting really fast atm. 8 channel can already challenge most vram configurations. Maybe it's time soon to switch back to swappable memory.
- rasz 2y ago
  >+ about $150 for the pcb, cooler and other stuff, Assuming I had access to gerbers I could order replica of 5090 PCB for $65, including shipping. Intel PCB is half that. Again this is for a dude off the street buying 1-5 copies, not a bulk order.

imtringued 2y ago

This makes no sense. Currently 24GB is the sweet spot to stay competitive and 32GB is the maximum amount of memory you could stick on a card and still have a decent memory to bandwidth ratio. What they should do instead is make the cards thinner and more efficient so that you can easily put two of them in a case.