Computer journalism veteran Nebojsa Novakovic, who has connected with Taiwan and China for the last 25 years, published a article about the prospects for independent Taiwanese video card manufacturers and manufacturers in the light of the release of highly integrated AMD and NVIDIA GPUs with HBM / HBM2 memory. NVIDIA has not yet pleased fans with video game cards with HBM memory, but it is certain that in 2018 it will release a GeForce gaming adapter on the Volta GPU with HBM memory. By that time, AMD will be selling graphics cards with GPU Vega and HBM2, which will be the second generation after the GPU Fiji generation of AMD graphics processors with HBM memory on the substrate.
Experience with video cards on the Fiji GPU showed that AMD partners can pay attention to cooling systems of adapters. They can not do anything with the GPU and HBM memory, but they can show the talent for creating original heat removal systems, which, in particular, allow to release a full-length adapter (not shortened) with dimensions for installation in one slot. This opportunity, by the way, is also open to the Taiwanese developers of cooling systems.
Another possibility for the creativity of AMD and NVIDIA partners can be the creation of gaming dual-processors and even three-processor video cards. Independent companies on the wave of high integration of the GPU with HBM are quite capable of creating such products before the emergence of the reference solutions of NVIDIA and AMD. This will save resources for GPU developers and add credibility to Taiwanese vendors. By the way, the author advises paying attention to the NVIDIA Tesla DGX products. These are the boxes, which are integrated from the four NVIDIA P100 and V100 GPUs. Similar in desktop performance and at a more humane price than NVIDIA wants (up to $ 69,000), it is quite possible to find its buyer from among the fans of virtual reality and video with a resolution of 4K / 8K.
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