On Sat, 28 Jan 2023 at 08:48, Mark Tinka <mark@tinka.africa> wrote:
Apparently, the shortage of chips for the MX204 and MPC7E is now resolved, and there is no longer any need to force customers to move to the MX304.
There is still just Micron for HMC, and as far as I can find, they've not revoked their EOL. You can't find the HMC product page from Micron 'products' anymore, and hardly any mentions anywhere. Everyone is now focusing on HBM3. https://www.micron.com/about/blog/2018/august/micron-announces-shift-in-high... Whatever led to this problem, and what led to this EOL revocation is not something Juniper has communicated. If I'd have to stab in the dark based on nothing, I'd imagine they forgot HMC is no longer shipping, and then panicked and EOLd all HMC boxes, until someone did more work, and gathered they probably can support a few HMC platforms with existing HMC parts they have. I would be very uneasy committing to HMC gear, unless I'd have a better understanding of what the problem was, and why it is no longer a problem. My concern would be, if they were wrong once to EOL all, then wrong again to revoke some EOL, can I trust them now to have HMC parts for any RMAs I have down the life expectancy. Not at all uncommon to run a box for a decade in SP network, and Juniper released all-new HMC gear, after Micron announced HMC EOL. For HBM there is Samsung, Hynix and Micron coming up, so HBM seems safe. Unclear how safe HBM2 is now, as HBM3 is shipping, for the life expectancy SP gears have. Obviously most of the market moves faster, no one is going to run HBM2 GPUs decade from now. We are a kinda shitty market, few units, long sales times, long cycles. -- ++ytti