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NVIDIA Rumored to Stop Giving VRAM to AIB Partners, Low-Mid Tier GPUs Might be Discontinued
Summary
On the 22nd of November, leaker Golden Pig Upgrade posted on Weibo an online rumor that NVIDIA might stop bundling the GPU core with the VRAM chips to AIB partners, only sending the die due to the increase of memory prices.
Also earlier in the month, AMD and NVIDIA mentioned the discontinuation of their low and mid tier cards and cited the memory price spike as the reason in a now deleted article, but has been translated and kept up on Twitter/X.
Combining both news into one article as they're very relevant.
Quotes
In the past, Golden Pig Upgrade has spread numerous tech rumors such as Battlemage GPUs, Ryzen CPU rebranding, Ryzen AI Max specs, and much more that has been confirmed via driver leaks or during announcements at tech events. Being an inside, most articles treat what he says as a good source of information. Learn more about him here.
Despite the amount of leaks in the past, Golden Pig Upgrade stressed that they read this online this time, so take this with a grain of salt until either NVIDIA or their partners come out and confirm this officially.
Link to Golden Pig Upgrade's Weibo post.
Translated post
(Disclaimer: This is translated via Google and might not be accurate, the narrative is consistent but it is advised to visit Weibo and translate it yourself to confirm this)
Quote
@小敌鸽: I received news today that graphics card prices may also increase because video memory prices have gone up. It's getting more expensive the longer you wait.
@金猪升级包 (Golden Pig Upgrade): Previously, AICs (Add-in-Card) partners relied entirely on NVIDIA for both GPU cores and memory. Now rumors suggest NVIDIA only supplies cores, leaving AICs to source memory independently. For smaller AICs without established connections, approaching memory suppliers now means getting ignored-effectively forcing them out of the graphics card business.
Authors at TechPowerUp and Tom's Hardware have quoted the Weibo post with their own thoughts on the impact of the current memory shortage.
Quote
"Typically, GPU manufacturers like NVIDIA, AMD, and Intel provide their GPU dies with GDDR memory to AIC partners as a kit. ( . . . ) However, according to Golden Pig Upgrade, NVIDIA might halt this practice and supply only the bare silicon dies due to memory shortages affecting the company's ability to meet orders." - TechPowerUp
"Clearly, the ongoing memory shortage has gotten so out of control that even the Green Team doesn't consider this feasible anymore." - Tom's Hardware
There were also articles this month of both AMD and NVIDIA discontinuing low and mid tier cards over the