By Sarfraz Khan
Publication Date: 2025-11-27 11:17:00
- 0-20%: Unlikely – Lacks credible sources
- 21-40%: Questionable – Some concerns remain
- 41-60%: Plausible – Reasonable evidence
- 61-80%: Probable – Strong evidence
- 81-100%: Highly Likely – Multiple reliable sources
It appears that NVIDIA isn’t able to receive sufficient memory for its inventory, which is why it reportedly won’t supply the memory chips to its board partners.
NVIDIA Reportedly Tells AIBs to Source Their Own GDDR Memory as It Stops Supplying VRAM Chips With GPUs
NVIDIA gets its VRAM chips from suppliers such as Samsung, Micron, and SK Hynix, but those memory giants “apparently” also have to fulfill the memory demand due to this “AI boom”. This has worsened the memory availability to the point where NVIDIA may have stopped getting sufficient memory chips from those companies. This is according to a prominent leaker, “Golden Pig Upgrade”, who has reported that NVIDIA has stopped bundling VRAM chips with GPU dies.
For those who aren’t aware, NVIDIA ships GPU dies and VRAM chips to its board partners, while the board partners take care of the rest. However, NVIDIA has apparently told its board partners to source the VRAM chips on their own. That said, for major GPU manufacturers, it might not be a hassle, but for many small vendors, sourcing VRAM chips on their own without any good connections will be a huge problem.
Remember that the short memory supply isn’t just affecting regular…