Memory Price COLLAPSE?!

Are memory prices nearing a collapse? Nvidia is actually releasing their weirdest GPU ever. AMD is getting crushed in the GPU market and Ryzen 11000 is the upgrade we've all been waiting for. Welcome everyone to Gamer Mel. The PC market has been looking pretty bleak lately. Between memory prices, GPU prices, storage, it's honestly depressing. I mean, things are getting delayed. Cataclysmic events are happening and it seems like almost every day things are looking worse and worse. But thanks to new story that originally comes from Digi Times and later reported by Tom's Hardware, there's a glimmer of hope. See, supply and demand are many times shown as sort of a seessaw. If you have too much demand and too little supply, you have a problem. But what's great about the market is that it always finds a way to self-correct. Sometimes demand is so heavy that it breaks the seesaw and we see massive overupp and that's exactly what we're talking about here. According to the report, there's a widening gap between the huge amount of demand and the ability to supply it. In February, spot prices for DDR5 16 GB chips averaged $39, which is a whopping 7.4% increase month overmonth, while 1 TBTE TLC flash wafers jumped a wild 25%. DDR4 is more mixed, but it's still pretty bad. Trend Force claims that PCD RAM is now projected to more than double quarter over quarter with nan flash contract prices set to rise 55 to 60%. And this is why Digi Times mentions that if this continues, it could lead to a quote industry cycle collapse. Basically, prices get so high the demand plummets. And we're already seeing signs of that with a prediction of the largest drop in PC shipments in over a decade. Talk of the entry-level PC market disappearing altogether. And on top of that, while many suppliers are moving production over to HBM, others are beginning to produce DDR5 and brand new factories are being built that also make consumer DRAM. So, we could easily see a massive rise in supply while also a giant dump in demand leading to a price collapse. Now, that first part won't happen until the new factories are built, but if it collapses, it'll be massive, especially if we see even a tiny bit of demand loss from the AI market. So, I've got two ways for you to get a free 128 gig flash drive. And with storage prices going up, this is a serious win. And it's all thanks to today's sponsor, MicroEnter. First, MicroEnter is remodeling their New Jersey store for what they call a grand reopening event. And when the remodel is done, you can get a free flash drive by visiting my link in the description and fill out the form. The second way to get it is with their new Austin, Texas store. Once again, just visit my link to fill out the form. If you're nowhere near those locations, don't worry because March is their monitor madness event where MicroEnter has awesome deals on loads of monitors like this 1440p 240 Hz Acer Predator for $200 off or this LG Ultra Gear for $300 off. And if you still haven't been to MicroEnter, you're seriously missing out. They are the only place you can go to get all the parts for your PC build. And I don't mean just a couple parts off in the side, but entire rows of motherboards, tons of CPUs, GPUs, and more. So don't wait and get your free 128 gig flash drive or save on a monitor by visiting my links in the description below. It looks like Nvidia is actually releasing their weirdest GPU ever. If you saw my last video, you know that a leaker, Megaiz GPU, claimed that Nvidia was releasing a couple new GPUs. First is a 5060 based on the GB 205 GPU. But like I said in that video, it's not all that interesting because it sounds like Nvidia will just cut down the GB 205 so it matches the 5060 specs. What was interesting though, albeit really odd, is an RTX 5050 with 9 GB of GDDR7 memory, meaning it uses new 3 GB GDDR7 modules. So, it takes three of those instead of four 2 GB GDDR6, but then it cuts the memory bus down from 128 bit to 96. If it's the same 28 Gbit per second speed as other GPUs, it still gets a slight bandwidth increase over the current 50/50. Either way, guess what? A new report from Benchife claims that this is actually real. According to them, the main reason for the change is supply and demand for GDDR6 chips. though they obviously could have just used 2 GB GDDR7 modules. But like I said in my last video, I'd bet Nvidia did this because they found that cutting the memory bus down a bit actually makes it cheaper to have three 3 GB modules instead of four 2 GB ones along with it being a slight upgrade. Of course, this is sort of a slap in the face because leaks claimed that Nvidia was set to use these 3 GB modules for their super cards, effectively giving us more memory at similar or the same price. But the memory crisis happened and Nvidia threw that out faster than Netflix greenlights new shows. And now we're left with this. This next one is not looking good for AMD as Nvidia is crushing them when it comes to GPU shipments. According to a new report from the analyst John Petty Research, Nvidia holds an unreal 94% share of total AIB GPUs, leaving AMD just 5% and Intel at 1%. This is of course third-party add-in board partners. So, we're looking at the vast majority of the market here. And as you can see, that's a huge drop from the 15% in 2024. Of course, AMD didn't release nearly as many cards with their 9000 series. Plus, with tightening supply, it's likely easier for a bigger company like Nvidia to get more wafers. Not to mention, with prices being a major issue right now, it's tougher for AMD to beat out Nvidia in price. Overall, there are a multitude of problems holding AMD back in the consumer GPU market right now. Here's to hoping they can pull out the killer GPU that we've seen leaked with their nextG parts. Don't forget that even if you love Nvidia, you want AMD to succeed. If they pull out of the market, Nvidia can truly name their price. And that's when things get really bad. AMD's upcoming desktop Ryzen 11000 is set to be an absolute behemoth upgrade. I'm talking a massive jump in cores, a huge node change, and we even have images of the upcoming CPU. This story originally comes from Morsaw is dead, who actually shared some images of the chip based on die sizes that he claims to have. And while he mentions that the core or cache sizes aren't 100% accurate, when we actually look at the cores, you can see that we're looking at an unreal 32 with each chiplet coming with up to 16 cores. meaning 16 cores could become a mid-range CPU. Not only that, but don't forget that he claims we're looking at absolute monster X3D chips. I'm talking 224 MGB of L3 cache per CCD with a potential total of 448 mgbytes when they include it on both chiplets. Think about it. A 32 core CPU would nearly half a gig of cache alone. But it doesn't stop there because we're also talking a big IPC boost over Zen 6. Not current gen Zen 5, but Zen 6. Don't forget that this would be AMD's next nextG CPUs based on Zen 7 with the code name Grimlock. But that's not even it because it would also get a clock speed boost and one of the biggest ones yet. According to this, Ryzen 11000 would be built on TSMC's A14, which is essentially their 1.4 4 nanometer class process node. So, a massive node upgrade for a huge performance increase. Basically, AMD clearly isn't slowing down anytime soon. Though, with things like Intel's upcoming Nova Lake chips, I think it's clear that they plan to hit back hard as well. Who do you think will win the future CPU battle between Intel and AMD? Let me know down in the comments below.

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