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NVIDIA and GDDR6X war

It’s surprising how a paperwhite can change everything, opinions and impressions in between. But it is that what has just been known transcends four companies on different fronts. Let’s start at the beginning: Innosilicon, the Chinese-funded company (secret or not, it doesn’t matter) is making strides to compete with NVIDIA, AMD, and now Intel in desktop GPUs and HPC. His intentions reach such a magnitude that we now know that the GDDR6X It is developed by them with Micron!

In case you do not understand the importance of this fact, it turns out that the development and production of this type of memory has always been attributed to it, which is only used by NVIDIA… Or not. And it is that if we remember that the first graph to include it came precisely from Innosilicon, but since the power was not representative, it was not given more importance.

Micron and Innosilicon, USA and China, NVIDIA and AMD, who wins and who loses?

Innosilicon-GPU-GDDR6X

The reality is that there is an agreement signed by Micron and Innosilicon where development is a common part and that implies that NVIDIA is just a mere spectator dominated in this area by a company that at the same time fights to be its equal, which is ironic to say the least.

The cooperation of the two companies for the GDDR6X left Innosilicon an important part of the agreement with Micron, this is really the most crucial part: PAM4 modulationessential to reach current speeds and voltages.

Innosilicon-GDDR6X White Paper

But there is more, at the 2022 Zhuhai Integrated Circuits and Software Industry Annual Conference, Innosilicon presented and talked about the new 21 Gbps GDDR6X, that is, the memory that integrates the new RTX 3090 Ti and supposedly the upcoming RTX 4090. In said conference it was assured that with a bandwidth less than 256 bits were able to overcome 5 TB/sperformance similar to that achieved by some DDR4 modules.

Although the price was not discussed, Innosilicon said that currently in terms of performance and price, no ratios as such, but separately, GDDR6X is the high bandwidth storage solution. most profitable todaysurpassing HBM in some respects, but at a much lower cost.

Innosilicon-GDDR6X-1

As a result, AMD and NVIDIA are at the mercy of memory developed equally by American and Chinese companies, where the latter could be a threat in less than a decade. And for that reason we threw two questions/thoughts up in the air, was AMD the only one that saw the move and decided at the time to opt out of using greater internal bandwidth with Infinite cache so as not to depend on a future direct competitor? Is it a secret war between the United States and China to dominate the gaming performance and HPC via GPU? Argue your answers.

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