The rumor mill claim AMD has a supply agreement with SK Hynix to ensure they get priority access to HBM2. WCCF Tech writes this may leave NVIDIA with very limited supply of HBM2 for its Pascal GPU and may prompt the company to delay the chip until it has access to sufficient memory chips.
HBM2 is expected to arrive sometime in 2016 and it will solve the capacity problems of the first-gen HBM memory, enabling high-end video cards with up to 8GB HBM2. While the technology is very promising, the big question is whether SK Hynix can achieve satisfactory yields. At the moment that does not appear to be the case.
Our sources have told us that AMD management has thrown significant weight behind this new range of graphics chips to accelerate its development and time to market. This is we’re told is to take advantage of a deal established with SK Hynix which gives AMD priority to HBM2 capacity which is going to be in limited supply initially. Capturing as much of the initial production capacity as possible would give AMD an edge against its main rival, Nvidia, going into the next generation of GPUs featuring second generation HBM technology. Which is exactly what the company is gunning for.
If successful this would push Nvidia’s Pascal launch schedule back than what the company originally planned. But the time waiting will not go to waste we’ve no doubt. The company has reportedly already taped out its first Pascal chip. However without access to HBM2 the graphics cards based on Pascal can’t produced. This may lead the company to consider the possibility of spending more time working on successive Pascal chips until it can secure enough HBM2 production capacity.