They should drop a $600 card with 128gb of vram. This is just barely possible without losses on every sale.
And then just watch heads explode.
And then just watch heads explode.
I wonder if they could mix clamshell mode and quadrank to connect 64 memory chips to a GPU. If they connected 128GB of VRAM to a GPU, I would expect then to sell it for $2000, not $600.
GPU should be about $200 at TSMC (400-450mm2).
+ about $150 for the pcb, cooler and other stuff, I didn't consider
Times a 1.6 to 1.75 factor if they like actually being profitable (operations, rnd, sales, marketing, ...).
So about $1.5k, I guess.
Multiply that with a .33 "screw the competition" factor and my initial guess is almost spot on.
.
Real problem:
The largest GDDR7 package money can buy right now is 3GB. That's a 1376bit bus right there. GL fitting that to a sub 500mm2 die.
In the future you could put that amount of vram on a 512bit bus, tho.
Also normal DDR is getting really fast atm. 8 channel can already challenge most vram configurations. Maybe it's time soon to switch back to swappable memory.
Assuming I had access to gerbers I could order replica of 5090 PCB for $65, including shipping. Intel PCB is half that. Again this is for a dude off the street buying 1-5 copies, not a bulk order.
What they should do instead is make the cards thinner and more efficient so that you can easily put two of them in a case.