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Ask HN: Why don't GPU/TPU manufacturers commoditize their RAM complement

4 points DoctorOetker | 1 comments | 07 Dec 25 16:25 UTC | HN request time: 0.208s | source

Wouldn't say nvidia sell more GPU's if RAM prices were lowered? What prevents them from buying up IP / RAM fab labs and commoditizing the blueprints for its manufacture? Perhaps to the public at large, or perhaps just relicensing it for very low prices to entities in friendly nations?
1. kristianp ◴[08 Dec 25 01:59 UTC] No.46187463[source]▶
In terms of data centre gpus, HBM is far from a commodity as only a one or two manufacturers can fabricate the stacks of RAM.

https://newsletter.semianalysis.com/p/scaling-the-memory-wal...