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.

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.

>+ 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.

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.