It's also worth mentioning that there have been an unusual high number of tech product launches really close to the end of the year in 2020 where demand is naturally high. Last year AMD had around half a year between launch and shopping season to build up stock - this year it was less than two months with additional competitors for chips launching at around the same time.
When important components become scarce: CPUs, GPUs
21–30 of 101 posts
Re: When important components become scarce: CPUs, GPUs
#22> Incidentally, the price per kilo for air transport has doubled worldwide and Europe is increasingly resorting to the new Silk Road, which China has pushed very hard: conventional road and rail transport, the prices of which have even tripled in the meantime! Especially bulky peripherals, such as PC screens, are also suffering greatly: according to a well-known brand, prices rose by 15 or 25% in France, for example.…
I thought they explicitly said they are letting inflation run above the target value for a short period of time in order to average out to the target value since it was allegedly so low for so long.
(Personally I'm not sure that it is, due to CPI changes and the like, but that's another debate.)
Re: When important components become scarce: CPUs, GPUs
#23> Incidentally, the price per kilo for air transport has doubled worldwide and Europe is increasingly resorting to the new Silk Road, which China has pushed very hard: conventional road and rail transport, the prices of which have even tripled in the meantime! Especially bulky peripherals, such as PC screens, are also suffering greatly: according to a well-known brand, prices rose by 15 or 25% in France, for example.…
Don't think it's relevant to the fed because it's clear there is an actual supply chain shortage which is being exaggerated by much higher than normal demand. Hence the low rates are not causing that. In fact raising rates would make it harder to borrow to increase production or to pay for the now more expensive components.
Re: When important components become scarce: CPUs, GPUs
#24I'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.
There's a good amount of prebuilt office computers floating around still.
Obviously they won't have the latest Zen 3 Ryzens or 3000 series Nvidia GPUs, but they are solid office & light development machines.
Re: When important components become scarce: CPUs, GPUs
#25Isn’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.
Why don't they see demand lasting? They think Moore's law is going out with a bang?
Re: When important components become scarce: CPUs, GPUs
#26The paranoid conspiratorial tone of TFA is a symptom of what's wrong with the Internet and therefore humanity:
> The big brands that are ultimately at stake (Sony, Microsoft, NVIDIA, AMD) all talk about “demand exceeding supply”. Oh, really? [New paragraph.] It is a rather evasive explanation, without any communication about the actual state of their supply and production lines…
The dark secret? Not only is demand GREATER THAN supply, but supply is — wait for it! — LESS THAN demand! OMG, they've been covering this up the whole time! And not only that, current events and world affairs are contributing to this situation! When will the sheeple wake up?!
Re: When important components become scarce: CPUs, GPUs
#27Really 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…
[deleted]
Re: When important components become scarce: CPUs, GPUs
#28The paranoid conspiratorial tone of TFA is a symptom of what's wrong with the Internet and therefore humanity: > The big brands that are ultimately at stake (Sony, Microsoft, NVIDIA, AMD) all talk about “demand exceeding supply”. Oh, really? [New paragraph.] It is a rather evasive explanation, without any communication about the actual state of their supply and production lines… The dark secret? Not only is demand GR…
You mentioned this briefly, but: I think the big problem is the stay-at-home orders combined with massive improvements in technology results in tons more people wanting to upgrade immediately than initially expected (based on previous releases).
It wouldn’t make sense for Nvidia to produce less than the demand on purpose because that results in less money. If we take the view of companies want to maximize profit, it would make sense that they’d try to fulfill demand. Another big problem is scalpers and websites not doing enough to stop it. They create an artificial scarcity so they can make a quick buck. Sure, a PS5 isn’t “essential” like toilet paper is, but it’s still a dick thing to do.
Re: When important components become scarce: CPUs, GPUs
#29> Incidentally, the price per kilo for air transport has doubled worldwide and Europe is increasingly resorting to the new Silk Road, which China has pushed very hard: conventional road and rail transport, the prices of which have even tripled in the meantime! Especially bulky peripherals, such as PC screens, are also suffering greatly: according to a well-known brand, prices rose by 15 or 25% in France, for example.…
>So we are told by the FED and that there is no inflation and one of the justifications to keep rates low. If this is not inflation then what is?
Because inflation/cpi is measured using a basket of goods. pc parts being inflated by 25% doesn't mean there's 25% inflation overall. That said, the the money printing/ZIRP did cause inflation, it's just that it was mostly in assets, rather than in consumer goods hence why the cpi hasn't budged much.
Re: When important components become scarce: CPUs, GPUs
#30The paranoid conspiratorial tone of TFA is a symptom of what's wrong with the Internet and therefore humanity: > The big brands that are ultimately at stake (Sony, Microsoft, NVIDIA, AMD) all talk about “demand exceeding supply”. Oh, really? [New paragraph.] It is a rather evasive explanation, without any communication about the actual state of their supply and production lines… The dark secret? Not only is demand GR…
You mentioned this briefly, but: I think the big problem is the stay-at-home orders combined with massive improvements in technology results in tons more people wanting to upgrade immediately than initially expected (based on previous releases). It wouldn’t make sense for Nvidia to produce less than the demand on purpose because that results in less money. If we take the view of companies want to maximize profit, it…
I spent $600 on a PS2 from an eBay-based scalper in 2000. I can only imagine how much more organized and pervasive the practice is twenty years later.