Live data from Hacker News

When important components become scarce: CPUs, GPUs

igorslab.de

31–40 of 101 posts

Re: When important components become scarce: CPUs, GPUs

#31

The 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…

[deleted]

Re: When important components become scarce: CPUs, GPUs

#32

Earlier quoted context omitted.

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.

Easy access to code to run your own bot doesn’t help. In 2000, the internet was pretty new, but now, YouTube exists and can teach anyone to set up their own bot for a chance to “get rich quick!”

Re: When important components become scarce: CPUs, GPUs

#33
post #25

Isn’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?

A lot of the demand is induced from work-from-home and lockdowns. When they end, so will the demand.

Re: When important components become scarce: CPUs, GPUs

#34

Earlier quoted context omitted.

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.

Easy access to code to run your own bot doesn’t help. In 2000, the internet was pretty new, but now, YouTube exists and can teach anyone to set up their own bot for a chance to “get rich quick!”

I haven't looked, because I would get too depressed, but I'm sure YouTube contains videos teaching people how to get rich quick by creating videos that teach people how to get rich quick by…

Re: When important components become scarce: CPUs, GPUs

#35

The 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…

Scalpers aren't powerful enough to create an artificial scarcity. If there were not really an increased demand for the products, noone would pay their inflated prices. When demand outstrips supply, the logical thing for manufacturers and (e-)retailers to do would be to increase prices themselves to balance out the situation, but for various reasons (one of which is possible negative PR) they are reluctant to do that, so the scalpers profit...

Re: When important components become scarce: CPUs, GPUs

#36

If (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 wanted a new GPU so I could run Cyberpunk 2077. Turns out that even people with those GPUs are having issues, so by the time I find one, the game should be sufficiently patched.

I have a massive Steam backlog, so I'm not too frustrated.

Re: When important components become scarce: CPUs, GPUs

#37
post #3

Really 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...

I had no idea the guys who make the msg that makes my chips taste good are also involved in the other chip production.

Re: When important components become scarce: CPUs, GPUs

#38

If (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 find Nvidia GPU's in Europe in stock on retailers often, 3060/3070 mostly but the prices are 500 to 700 euro - well above the recommended retail price.

Re: When important components become scarce: CPUs, GPUs

#39

If (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 wanted a new GPU so I could run Cyberpunk 2077. Turns out that even people with those GPUs are having issues, so by the time I find one, the game should be sufficiently patched. I have a massive Steam backlog, so I'm not too frustrated.

Have you tried overclocking the everloving shit out of your current card? I mean throw everything at it, best thermal paste/pads, cooling, hardware mods. Genuine question, as that's what I do before deciding to buy a new, well, anything :D

Surprisingly, it works pretty well... A few burned out GPUs and motherboards over two decades seems like a good risk/reward ratio.

Re: When important components become scarce: CPUs, GPUs

#40
post #39

Earlier quoted context omitted.

I wanted a new GPU so I could run Cyberpunk 2077. Turns out that even people with those GPUs are having issues, so by the time I find one, the game should be sufficiently patched. I have a massive Steam backlog, so I'm not too frustrated.

Have you tried overclocking the everloving shit out of your current card? I mean throw everything at it, best thermal paste/pads, cooling, hardware mods. Genuine question, as that's what I do before deciding to buy a new, well, anything :D Surprisingly, it works pretty well... A few burned out GPUs and motherboards over two decades seems like a good risk/reward ratio.

But if it goes (really) wrong, you have nothing until the supply issues are resolved. Sounds like a bad plan right now. Especially if there's a perfectly good Steam backlog to get through (when is there ever NOT a Steam backlog!).
Post reply on HN