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Hardware by Godrics01 on Dec 04, 2025
For a long time, many believed that graphics card prices would remain unchanged, even as DRAM prices rose. VRAM is made in different factories and uses different processes than DDR5. Some in the industry have said that consumer GPUs are immune to supply-side shocks. But current rumours tell a totally different story.
They say Nvidia might be preparing to change how its board partners get VRAM, which could shake up the whole industry.

Introducing the M4M Case for Athena
Before getting into the rumour itself, the conversation starts with a look at the Gamdias Athena M4M, a small micro-tower designed for gamers and makers with limited space. There are three fans already in the case, all connected to an eight-port fan hub.
The front panel is made of mesh and features RGB lights. The design is based on strong airflow, supported by multiple dust filters and the ability to accommodate two 360 mm radiators. This is very impressive for a case this small. The overall size is still small, but it offers GPU clearance of 395 mm and MATX support, demonstrating its flexibility and cooling power.
The Rumour: Nvidia is changing who is in charge of VRAM
The main story is a rumour that Nvidia would discontinue including VRAM with the GPU die packages it sells to board partners. Nvidia usually gives its partners a whole kit that includes the GPU die, substrate, and VRAM. This lets firms like ASUS, MSI, Gigabyte, and PNY build complete graphics cards based on Nvidia's reference architecture.
If the new arrangement is true, Nvidia would still sell the GPU chip, but partners would have to get VRAM directly from the companies that make it. This ends a deal that has been in place for decades and makes things even more unclear for the business.
Why This Rumour Is Going Around Now
Huge growth in AI data centres has driven a surge in demand for DDR5. SK Hynix and Samsung, which also make GDDR6 and GDDR7, may be allocating more resources to DDR5, which has a higher profit margin. If there isn't enough GDDR, Nvidia might prioritise its own business and AI customers over its consumer GPU partners.
The company's corporate GPUs require a lot of VRAM, and the number of AI hardware orders is far higher than the number of consumer GPU orders.
GPUs designed for AI and with 92 GB of memory or more are highly profitable and account for a large share of Nvidia's revenue. Because of this, Nvidia might reserve more of its VRAM for its own enterprise-grade products rather than allocate it to retail board partners.

The Ripple Effect in the Supply Chain
If board partners are forced to source their own VRAM, estimating prices will be difficult. Bigger brands that buy more could get better rates, while smaller partners might pay more per module. This broken buying mechanism could drive up GPU prices, even if GPU manufacturing costs remain the same.
GPUs are currently available at normal pricing in retailers, and some stores, like Micro Centre, even have too many of them. But it can take weeks or even months for changes in supply to show up in consumer prices. This means that the stability we have today could change quickly if VRAM becomes more expensive or harder for partners to get.
The Market's Balancing Act
The GPU market is very different from what it was like earlier this year. There are a lot of cards available, prices are fairly consistent, and it's no longer profitable to flip high-end models because stores have many in stock. Retailers already have more stock than they want, and they might cut down future orders, which would keep prices stable for now.
But if Nvidia formally verifies the suspected change in VRAM supply, things might change quickly. GPU prices can go up again, but not because there aren't enough of them. Instead, it could be because of changes in the supply chain and higher costs for partners.
A Possible Reason for Nvidia's Move
Another way to look at it is that Nvidia might prefer VRAM makers to take the blame for rising prices rather than raise the prices of their own bundles. Nvidia may avoid direct accountability for price changes by not getting involved in VRAM sourcing. They can then pass those changes on to board partners.
This is still only a guess, but it makes sense given Nvidia's overall business plan and its heavy focus on the AI sector, which is becoming more competitive.
Final Thoughts
No one has officially confirmed anything, and Nvidia employees are hesitant to speak publicly, probably because any changes to the company's supply chain policies are sensitive. If the rumour becomes official, it will spread rapidly, since big changes like these can't stay secret for long.
The GPU market is in an odd situation right now: prices are stable, there is plenty of stock, and there is no sign of a sudden shock. But if partners take over the job of procuring VRAM, there could be a new wave of GPU price changes in the months that follow.
Also, check our other AMD articles below:
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- AMD RX 9070 Performance Review: Thermals, Clocks, and Real-World FPS
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- AMD Ryzen 7 7800X3D: Delivers Gaming Performance Far Beyond Expectations
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- Intel Core i9‑14900K vs. AMD Ryzen 7 7800X3D: Power Profiles & Gaming Benchmarks
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