NVIDIA is reportedly preparing to change how it supplies partners by sending only bare silicon dies instead of the usual gpu and memory kit, according to Golden Pig Upgrade. Historically, gpu manufacturers including NVIDIA, AMD, and Intel have shipped gpu dies paired with gddr memory as a kit that add-in card partners solder onto custom printed circuit boards and adapt with bespoke layouts and cooling solutions. The reported shift would leave more of the memory procurement and integration burden to the aic channel amid constrained supply.
The reported consideration comes as a broader memory shortage is affecting multiple manufacturers. The article says that AMD has notified its supply chain of an impending price increase across its entire gpu product line of about 10%. That decision is described as driven by a significant memory shortage that has pushed dram prices higher and squeezed profit margins for gpu makers. AMD advised its aib partners of the planned 10% price hike and the story says aibs are expected to follow suit in the coming weeks to preserve margins.
The combined developments underline how shortages in gddr and rising dram costs are reverberating through the gpu supply chain. If NVIDIA limits shipments to silicon-only, aic and aib partners would face greater logistics and sourcing complexity when assembling final products. At the same time, planned price increases by AMD and expected pass-through actions by aib partners add short-term uncertainty for pricing and availability in the desktop and data center gpu markets. The report frames these moves as part of the larger disruption caused by constrained memory supply rather than any single company decision.
