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The chip shortage is interesting to me. In that it seems to be mostly driven by bad forecasting both by clients and the foundries. But the foundries seem to get nothing but upside out of it. Perhaps it swings next time and there's excess capacity.
I've heard the industry is full of exaggerated orders now to, everyone ordering more than they need, to see what they can get. Not a great way to have efficient trade.
Starting to get the feeling that the current prices for PC components are here to say.
My guess is also that the age of high-end graphics cards for 500€/$ has come to an end. Going to order a 3070 for 850€ now, after waiting for months
The chip shortage is interesting to me. In that it seems to be mostly driven by bad forecasting both by clients and the foundries. But the foundries seem to get nothing but upside out of it. Perhaps it swings next time and there's excess capacity.
I wonder if food shortages are possible for the same reasons.
I don't know who can afford these inflated prices, I was hoping things would settle but it doesn't appear to be the case.
The chip shortage is interesting to me. In that it seems to be mostly driven by bad forecasting both by clients and the foundries. But the foundries seem to get nothing but upside out of it. Perhaps it swings next time and there's excess capacity.
There are some reports of collapsing lumber prices, when everyone was talking about the sky falling and prices skyrocketing two months ago. https://financialpost.com/commodities/lumber-prices-collapse... So your idea that semiconductor prices might fall a lot in the future seems reasonable.
Starting to get the feeling that the current prices for PC components are here to say.
My guess is also that the age of high-end graphics cards for 500€/$ has come to an end. Going to order a 3070 for 850€ now, after waiting for months
My PC is 11 years old this year. I've been waiting to upgrade it for 2 years but held off because GPU prices are utterly ridiculous. I don't know who can afford these inflated prices, I was hoping things would settle but it doesn't appear to be the case.
Supply shortages are the excuse du jour, but so long as TSMC has the kingmaking node I expect it to become expensive. Very expensive. Expensive enough to move margin from the king their node made right back to TSMC.
I was told the inflation was temporary. This doesn’t sound temporary!
I was told the inflation was temporary. This doesn’t sound temporary!
The inflation has been there for a while now; wages have been artificially depressed for decades while the stock market was growing 15% a year. But when there’s inflation for the rich we call it an “asset bubble”.