Seeking Alpha article on current GPU situation

A big reason for the shortage of video cards is a VRAM shortage, so this article applies to Micron (and Samsung) as well as Nvidia (and maybe AMD).

Read it before they put it behind their paywall in the near future:…


Yep, that seems to align with what I’d been hearing elsewhere and mentioned a few days ago in another thread re: NVIDIA:…

If true, it may actually be /limiting/ the upside for that segment of business at NVIDIA.

Nvidia can make their GPU’s, but the video card makers can’t make enough cards to meet demand. Nvidia can still make all the GPU’s they need to sell for other applications (data center, AI, etc.), but what kind of memory do those applications use?