Micron says AI 'is really going to impact the supply demand balance' for PC as it's 'made memory sexy again'
Micron is one of the big players in the memory business, including NAND and DRAM for SSDs and RAM, respectively. So, when VP and GM of Micron's Consumer & Components Group, Dinesh Bahal, tells you what the situation is in the market right now, you should probably listen closely.
«All three of us the big three, so Hynix, us, Samsung, are spending a lot of energy and effort towards building HBM products,» Bahal says.
HBM, or High Bandwidth Memory, is a product used alongside data centre GPUs. If the name wasn't a given, its specialty is massive bandwidth, which is especially important to compute. You might remember AMD once attempted to use HBM memory in a gaming graphics card, Vega, though it ultimately was deemed too expensive and not necessarily beneficial enough to work versus GDDR5/6.
So, what's HBM memory got to do with PC builders if it's not even used in gaming graphics cards?
«The reason that's all important is there's a lot of investment going in here. And that investment is really going to impact the supply demand balance, which may not impact your readers in the short term in terms of pricing issues, et cetera. But that is really what we believe is going to continue to happen over the course of the next few years.»
I'm told this has already been happening over the last nine or 10 months, which has coincided with an increase in prices for storage after being so low for so long.
«It will have an impact on the client side. From a demand perspective, or from a supply perspective.»
Keep up to date with the most important stories and the best deals, as picked by the PC Gamer team.
Essentially, the focus has shifted so massively towards HBM that it will have an impact on Micron's, and potentially other memory supplier's, other products, including DRAM and NAND.
«A bunch of consumers are in a sticker shock kind of environment of 'hey, RAM prices have always gone down. NAND prices have always gone down. I could buy a terabyte for 50 bucks. That terabyte is now 80
Read more on pcgamer.com
