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TSMC hikes chip prices up to 20% amid supply shortage

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Re: TSMC hikes chip prices up to 20% amid supply shortage

#61

Supply shortage is another way of saying demand excess. I don’t see much evidence that TSMC ever really slowed production, at least for their most advanced processes that are in high demand. This is yet another way we’re all forced to pay the price for cryptocurrency. As long as GPUs are profitable for mining, they will be purchased and put to work. The saddest part is that each additional GPU added to the mining net…

Are people mining crypto on PS5s and Xboxes?

Re: TSMC hikes chip prices up to 20% amid supply shortage

#62

Supply shortage is another way of saying demand excess. I don’t see much evidence that TSMC ever really slowed production, at least for their most advanced processes that are in high demand. This is yet another way we’re all forced to pay the price for cryptocurrency. As long as GPUs are profitable for mining, they will be purchased and put to work. The saddest part is that each additional GPU added to the mining net…

While Crypto is certainly a contributor to demand, I think a large part of the problem is related to a demand spike similar to the 'toilet paper shortage', where companies try to stockpile because they hear there will be a shortage, which in turn makes the problem worse. Additionally, COVID stoppages caused chaos in supply.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#63

Supply shortage is another way of saying demand excess. I don’t see much evidence that TSMC ever really slowed production, at least for their most advanced processes that are in high demand. This is yet another way we’re all forced to pay the price for cryptocurrency. As long as GPUs are profitable for mining, they will be purchased and put to work. The saddest part is that each additional GPU added to the mining net…

> I don’t see much evidence that TSMC ever really slowed production, at least for their most advanced processes that are in high demand.

One thing I heard is that the drought (worst one in 50 years in Taiwan) has really affected them, and various sources seem to confirm it, here's one : https://fortune.com/2021/06/12/chip-shortage-taiwan-drought-...

And while I wholeheartedly agree with the crypto/GPU issue, all in all, the GPU market is overall fairly tiny compared to TSMC's total output.

Most of the GPU issue is linked to massive demand and conservative allocations that were bought by GPU makers a while back. Adding extra allocation because of demand is really hard specifically on constrained high end nodes like GPU uses.

Car makers and others in the industry don't use those nodes, they use older ones and those are equally constrained.

The GPU/crypto issue is the cherry on top of an already very constrained TSMC, it seems.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#65

Earlier quoted context omitted.

My current GPU is a used 980, it's mostly ok but it makes noises when doing certain tasks for some reason (like scrolling a browser window), I'm really not sure what causes it but it's put me off buying second hand cards, if it fails there's not much you can do to fix it

It’s just coil whine, not really worth worrying about. Happens on many graphics cards even when brand new.

I've just looked this up and it's exactly that noise, at least I know what it is now, thanks.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#66
post #33
post #7

Starting to get the feeling that the current prices for PC components are here to say.

This might be the start of the end of high-end PC gaming, unless prices get back to a more reasonable level. Consoles (and phones) are very competitive and cost significantly less. Or perhaps it just causes the games to have lower performance requirements. Is integrated graphics the future of PC gaming?

High-end PC gamers were always about money-is-no-object gaming. None of the tech they use has ever been strictly necessary.

The vast majority of gamers still use 1080p. More people login to Steam on a Mac than login to Steam with a 4K monitor attached.

Maybe the high-end is more expensive now, but you still see forums riddled with people paying $1000+ for cards. If nobody was paying for it the price would go back down. High-end PC gamers are the most price inelastic gamers on the market!

I'd say that integrated graphics are the present of PC gaming. eSports games, Minecraft, Fortnite and similar games dominate sales and play time, and they don't have any serious requirement for discrete graphics.

This is all to say that the high-end isn't going to just go away. The overall gaming market is bigger than ever, so high-end gaming along with other niches like VR are here to stay. These niches on their own are just large enough to support a variety of gaming markets, while in the past they might have been too obscure to warrant investment and development effort.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#67
post #33
post #7

Starting to get the feeling that the current prices for PC components are here to say.

This might be the start of the end of high-end PC gaming, unless prices get back to a more reasonable level. Consoles (and phones) are very competitive and cost significantly less. Or perhaps it just causes the games to have lower performance requirements. Is integrated graphics the future of PC gaming?

Or is cloud gaming the future of gaming? GeForce Now and Stadia work fairly well and are price competitive with a modern powerful GPU.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#68

Earlier quoted context omitted.

My current GPU is a used 980, it's mostly ok but it makes noises when doing certain tasks for some reason (like scrolling a browser window), I'm really not sure what causes it but it's put me off buying second hand cards, if it fails there's not much you can do to fix it

I use 980Ti too - i'm lighting 6 candles on the cake this year...It keeps me warm at night and during the winter. I am surprised it's still working after 6 years of daily use with that TDP and heat released.

My 970 is still limping along... kinda hilarious that it's paired with a 5950x in my new workstation. I'm impressed it can still play modern games pretty decently on my 1440p monitor although usually I've gotta dial it down to medium gfx settings.

Gonna try to hold out till next gen, crossing my fingers supply issues have been sorted out by then.

Re: TSMC hikes chip prices up to 20% amid supply shortage

#70
post #48

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.

This isn’t a price hike on their best node this is a price hike in their more mainstream nodes which have real competition.

Sure, but it's not not a price hike on the leading node. Technically you are correct, the leading node price hikes will happen separately, behind closed doors, but it makes sense to talk about them here. There won't be a HN post about the non-public price hikes because, well, they aren't public.
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