When important components become scarce: CPUs, GPUs
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Re: When important components become scarce: CPUs, GPUs
#2If (like me) your on a long waiting list to get a new Nvidia GPU or AMD processor this piece sheds some light on the issue from a supplier perspective.
Re: When important components become scarce: CPUs, GPUs
#3Really interesting:
> With the exception of the current RTX 3000 (Samsung), all market launches of the year 2020 rely on the 7-nm chips from TSMC. ARM-SoC manufacturers such as Qualcomm also use 7 nm and have only recently moved capacity from Samsung to TSMC. TSMC is currently pretty much alone in the market with this technology and the production lines are therefore working at full capacity. A sudden increase in production is therefore not possible.
> A special insulating film, the so-called ABF substrate (Ajinomoto Build-up Film), which is indispensable for etching chips in 7 and 5 nm, has also become increasingly scarce and scarce in recent months. The prices for this film are said to have risen by 40% and the waiting time is said to have increased to up to 4 months.
Re: When important components become scarce: CPUs, GPUs
#4If (like me) your on a long waiting list to get a new Nvidia GPU or AMD processor this piece sheds some light on the issue from a supplier perspective.
I need a PC at some time and was thinking of waiting until the new year to get it but it looks like it might actually be a very long wait even in 2021
Re: When important components become scarce: CPUs, GPUs
#5If (like me) your on a long waiting list to get a new Nvidia GPU or AMD processor this piece sheds some light on the issue from a supplier perspective.
So far the only way I've seen people get one is by standing outside microcenter before they open. My friend is doing that just this moment. He snagged me a 3060ti, he's probably about to get another GPU for himself. The bots online have been ridiculous and scalpers see blood in the water.
Re: When important components become scarce: CPUs, GPUs
#6Really interesting: > With the exception of the current RTX 3000 (Samsung), all market launches of the year 2020 rely on the 7-nm chips from TSMC. ARM-SoC manufacturers such as Qualcomm also use 7 nm and have only recently moved capacity from Samsung to TSMC. TSMC is currently pretty much alone in the market with this technology and the production lines are therefore working at full capacity. A sudden increase in pro…
The ABF thing is fascinating actually.
The company behind it Ajinomoto has for the last century since its existence built a business in food products: seasoning, oils, beverages, dairy products and chemicals. ABF came about through internal innovation. There's a really good (perhaps unintentionally funny) video of it here:
https://players.brightcove.net/6050660078001/default_default...
Re: When important components become scarce: CPUs, GPUs
#7Really interesting: > With the exception of the current RTX 3000 (Samsung), all market launches of the year 2020 rely on the 7-nm chips from TSMC. ARM-SoC manufacturers such as Qualcomm also use 7 nm and have only recently moved capacity from Samsung to TSMC. TSMC is currently pretty much alone in the market with this technology and the production lines are therefore working at full capacity. A sudden increase in pro…
Interesting, even general-purpose chip makers like ST, NXP and Infineon experience shortage.
> Other components make things even more complicated: The small additional chips (controller, supervisor, etc.) from ST Micro, NXP or Infineon are also missing due to another deficiency: silicon wafers with 8 inch diameter. Many products then suffer from this, such as PC power supplies, but also consoles of the PS5 and Xbox series X and the graphics cards. Flash memory and DRAMs, on the other hand, do not seem to be in real short supply [...]
Re: When important components become scarce: CPUs, GPUs
#8I'd like to hear more from companies, not consumers, that can't get the computers they want. How do they manage? More reuse? I traded up my computer at work, but it turns out they had to give my old one to a new employee due to shortages.
Re: When important components become scarce: CPUs, GPUs
#9Isn’t it really the semi industry unwilling to invest because they don’t want to get burned just a couple of years down the road. I just don’t see this demand lasting.
Re: When important components become scarce: CPUs, GPUs
#10Really interesting: > With the exception of the current RTX 3000 (Samsung), all market launches of the year 2020 rely on the 7-nm chips from TSMC. ARM-SoC manufacturers such as Qualcomm also use 7 nm and have only recently moved capacity from Samsung to TSMC. TSMC is currently pretty much alone in the market with this technology and the production lines are therefore working at full capacity. A sudden increase in pro…
The ABF thing is fascinating actually. The company behind it Ajinomoto has for the last century since its existence built a business in food products: seasoning, oils, beverages, dairy products and chemicals. ABF came about through internal innovation. There's a really good (perhaps unintentionally funny) video of it here: https://players.brightcove.net/6050660078001/default_default...
Wow, very dramatic move about an insulating material!