Do you guys study how the memory markets work? I'm asking because HBM and Blu-Ray are not the same scenarios, at all. Blu-Ray was always intended as a consumer market technology, and developed chiefly with that in mind. HBM is a memory technology chiefly designed with big data markets in mind, whose overall pool of clients is magnitudes smaller, but are able to pay a premium for a technological advantage. It's just also so happened to find its way into (very few) consumer products, mainly as testbeds to gauge performance vs. costs tradeoffs.
If there were magnitudes of advantage for HBM technology over GDDR, we would be seeing HBM deployed in mass-market numbers for consumer devices by now. It has already seen use in a few consumer GPU cards and NUC devices from Intel, but apparently hasn't done as well as expected. It's not that the technology is bad: it does have a few advantages over GDDR. But it also has disadvantages in comparison to GDDR as well, and only one of those accounts for pricing difference.
HBM will likely not become mainstream until several years from now, at which point breakthroughs in other technologies like 3D DRAM, MRAM etc. could render it more palatable for consumer markets. But still, it's probably a few years away, and if development of tech like STT-MRAM advances by magnitudes in the meantime, it could make widespread use of HBM-type memory limited (since STT-MRAM would also have the non-volitality of NAND plus the lower latencies of DRAM. Scaling for larger capacities is one of its biggest challenges atm).
Which thread was that? I know there's a thread talking about PS5 using ReRAM, but just as a very fast storage cache.
TBH that could still happen; it wouldn't replace main memory at all (not fast enough, not enough bandwidth, higher latency chief reasons), but 64-128GB of something like ReRAM or Optane-type PCM memory as a cache between DRAM and SSD storage is still somewhat possible, and would be a pretty sizable deal for any system in terms of performance.
Guess we'll see as more details on the systems are revealed, though.