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Old Mar 29, 2021, 03:38 PM   #31
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Originally Posted by Vanz_007 View Post
has there ever been a shortage of video cards this bad... ever?

what is the cause...?
Not that I recall this bad. Some products have been "phantom edition" but never like this.

Demand is way high and supply remains painfully low so prices soar.
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Old Mar 29, 2021, 08:38 PM   #32
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Originally Posted by Vanz_007 View Post
has there ever been a shortage of video cards this bad... ever?

what is the cause...?
There are 3 main components.

1) Covid has caused a boom in gamer demand because they are working from home.
2) Crypto went nuts, that further increased the demand
3) Covid causes a shipping nightmare.

So demand skyrocketed past all expectations and projections by both AMD and nVidia. Rocketed by the two unexpected things of us working from home and crypto. Then you have shipping being a nightmare right now, making it harder than normal to get components to build cards and get them to retail.


Or just watch this...
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Old Mar 29, 2021, 09:54 PM   #33
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I've decided to blame the Ever Given.
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Old Mar 29, 2021, 10:07 PM   #34
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I've decided to blame the Ever Given.
I just love how US markets are calling that an issue. Almost none of our trade comes through there, but... yay more reason to jack up pricing right?
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Old Mar 29, 2021, 10:40 PM   #35
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I just love how US markets are calling that an issue. Almost none of our trade comes through there, but... yay more reason to jack up pricing right?
Are they?

Haven't paid any attention, just was making a LupFunny (see below)

...

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Old Apr 1, 2021, 12:40 PM   #36
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Originally Posted by Trunks0 View Post
There are 3 main components.

1) Covid has caused a boom in gamer demand because they are working from home.
2) Crypto went nuts, that further increased the demand
3) Covid causes a shipping nightmare.

So demand skyrocketed past all expectations and projections by both AMD and nVidia. Rocketed by the two unexpected things of us working from home and crypto. Then you have shipping being a nightmare right now, making it harder than normal to get components to build cards and get them to retail.


It's also not helping that there is a global shortage of silicon that cannot be fixed due to the supply simply not being enough.

Also, stunts like this from Nvidia are only making things worse;

Quote:
Bitcoin mining company boasts $30 million spend on Nvidia CMP GPUs

That's at least 18,000 graphics cards in one single order, for a total of 1,600 Gigahash of mining power.

https://www.pcgamer.com/bitcoin-mini...idia-cmp-gpus/
Yup, nvidia is bypassing the retail markets and selling directly to mining "companies". That's 18,000 GPUS that will never make the markets.
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Old Apr 1, 2021, 01:14 PM   #37
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Yup and Taiwan is also going through a water drought. That could impact things going forward as well. TSMC is having to truck in water to compensate. It's almost a perfect storm of bs happening.
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Old Apr 1, 2021, 08:59 PM   #38
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Originally Posted by Trunks0 View Post
Yup and Taiwan is also going through a water drought. That could impact things going forward as well. TSMC is having to truck in water to compensate. It's almost a perfect storm of bs happening.
and china is flying into Taiwan's airspace
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Old Apr 2, 2021, 05:27 AM   #39
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Originally Posted by Trunks0 View Post
Yup and Taiwan is also going through a water drought. That could impact things going forward as well. TSMC is having to truck in water to compensate. It's almost a perfect storm of bs happening.
id sell them all the water they need if they build a fab here
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Old Apr 2, 2021, 09:06 AM   #40
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- High Demand (exacerbated from people at home due to covid)
- Mining
- Scalpers and bots buying up inventory
- Reduced manufacturing ability from overseas


Literally the perfect shitstorm.
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Old Apr 2, 2021, 09:21 AM   #41
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Originally Posted by xCLAVEx View Post
It's also not helping that there is a global shortage of silicon that cannot be fixed due to the supply simply not being enough.

We tried to order a new part for some hardware we provide. Decided to try a slightly more elegant version of what we've been using... paid engineering fees, tested it, etc. Delivery got pushed back a couple of months due to inability to find the freaking digital "fuses" we'd need... then they told us we can't get them till December. We have a backlog of orders NOW.

Luckily after the first pushback we ordered a batch of the older type as a stopgap... depending on demand, may need to do it again.

Not sure how this happened, but this is exactly the reason why relying on a couple of countries to supply the entire world is a BAD idea.
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Old Apr 2, 2021, 10:51 AM   #42
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Originally Posted by Exposed View Post
- High Demand (exacerbated from people at home due to covid)
- Mining
- Scalpers and bots buying up inventory
- Reduced manufacturing ability from overseas


Literally the perfect shitstorm.
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Old Apr 2, 2021, 12:31 PM   #43
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AMD Ryzen 5000 Desktop CPU Supply & Availability To Get Better This Quarter As Company Reportedly Increasing Supply By 20%

https://wccftech.com/amd-ryzen-5000-...reased-supply/

hopefully they will get more GPU's also
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Old Apr 2, 2021, 12:40 PM   #44
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Yeah, bring on them Radeons!!
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Old Apr 2, 2021, 01:22 PM   #45
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I know people have been blaming COVID shortages on crypto, but I've not seen how much of an impact that has actually had.


In general semiconductor production is so limited right now that car manufacturers have had to stop entire production lines because they could not get their electronics. Those have nothing to do with graphics chips.
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Old Apr 2, 2021, 01:27 PM   #46
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The microchip shortage explained: How it's impacting car prices and the tech industry
https://www.usatoday.com/story/tech/...ms/4849838001/
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Old Apr 3, 2021, 04:55 AM   #47
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So, with TSMC not able to provide, the US is finally waking up and throwing money at domestic manufacturing. Intel not outsourcing production is probably heavily influenced by free money to build new fabs. And if the fabs aren't good enough for Intel Processors, or ARM finally starts killing them, the world is desperate for ANY semiconductor manufacturing right now. Intel comes out ahead either way.

Considering Taiwan's situation, this is totally a national security issue.


https://www.theregister.com/2021/04/...ab_investment/

Quote:
Yinug argued that the shortage should be addressed by more federal support for chip manufacturing in the US and attributed the declining US share of the global semiconductor market – from 37 percent in 1990 to 12 percent today – to foreign government subsidies of foreign competitors that have gone unanswered.

A week later, the US-focused trade group sent a letter [PDF], signed by the CEOs of AMD, Intel, and other US chip makers, to US President Joe Biden asking for "substantial funding for incentives for semiconductor manufacturing."

Biden on Wednesday rewarded the industry by asking Congress, as part of his American Rescue Plan, "to invest $50 billion in semiconductor manufacturing and research, as called for in the bipartisan CHIPS Act."


...

Another piece of US legislation proposed last year, the America Foundries Act of 2020, would offer as much as $25bn in grants to US states to fund fab facilities if it becomes law.

US chipmakers have already made comparable commitments, with Intel last month promising $20bn to build two new fabs in Arizona as a part of its planned foundry business.
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Old Apr 3, 2021, 06:21 AM   #48
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In other words for USA, more bailout money. WTF?

These chip companies are raking in cash, why can't they fully fund things on their own instead of taking it out of US citizen's pockets?
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Old Apr 3, 2021, 07:24 AM   #49
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Because other countries like China will give them the money, and since the digital age is obviously heavily reliant on chips and semiconductor manufacturing, it allows countries like China to hold power over us.

I don't agree with it either, but welcome to capitalism. We created this monster, now we have to fund it, or die.
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Old Apr 3, 2021, 07:27 AM   #50
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In other words for USA, more bailout money. WTF?

These chip companies are raking in cash, why can't they fully fund things on their own instead of taking it out of US citizen's pockets?
They can, but they won't. Normally too cheap to buy from Taiwan to justify, and if they ramped up their own development right now, by the time they come online then foreign pricing and availability will likely have removed the immediate need and financial incentive to have done it.

If the government isn't prepared to forbid purchasing from foreign governments (and they're not...even what little Trump did was a blip) then you need to do things to encourage local sourcing.

Ditto local mining, etc, etc. Right now we're basically at the mercy of Asia and things need to change to provide options. It takes people looking at the big picture instead of short term gains to encourage actions that pay off over time instead of right now.

Imagine a war with China, where they stop all shipments out of Asia either with blockades to sinking every cargo vessel. The US economy would be crippled. Big tech is nothing if you can't produce it, and we produce little.


What Biden should REALLY do is come up with a tax policy for businesses that rewards domestic sourcing and employment to start to unravel the mess we've allowed greedy companies to get us into. The tricky part is making sure it doesn't cause issues with WTO unless we're willing to leave it.
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Old Apr 3, 2021, 10:00 AM   #51
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So, with TSMC not able to provide, the US is finally waking up and throwing money at domestic manufacturing. Intel not outsourcing production is probably heavily influenced by free money to build new fabs. And if the fabs aren't good enough for Intel Processors, or ARM finally starts killing them, the world is desperate for ANY semiconductor manufacturing right now. Intel comes out ahead either way.

Considering Taiwan's situation, this is totally a national security issue.


https://www.theregister.com/2021/04/...ab_investment/
Agreed.
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Old Apr 3, 2021, 04:08 PM   #52
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With AMD signing that letter one wonders if they wil get back into the foundry business.
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Old Apr 3, 2021, 07:07 PM   #53
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AMD still owns a stake in Global Foundries, no? EDIT: nope https://www.cio.com/article/2398655/...foundries.html



GloFo rarely seems to get mentioned these days. I cannot tell if they've fallen behind on fabrication technology.
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Old Apr 4, 2021, 02:12 AM   #54
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Originally Posted by koralis View Post
Imagine a war with China, where they stop all shipments out of Asia either with blockades to sinking every cargo vessel. The US economy would be crippled. Big tech is nothing if you can't produce it, and we produce little.
Realistically speaking a war with China results in them being equally crippled. China is far from self sufficient in terms of resources, and even their factories make money by selling overseas. The whole world economy is highly interconnected a this point, so a war between major global players like U.S. and China probably takes down most of the world economy. On the one had I suppose it's a "legitimate concern", on the other hand the outcome is so catastrophically bad that I am not sure how much it's worth planning for.
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Old Apr 4, 2021, 03:08 AM   #55
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If your going down that path, would make for an excellent P&R topic. Especially given recent tensions over Taiwan. But lets not go into that here
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Old Apr 5, 2021, 05:55 AM   #56
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Quote:
Originally Posted by Nagorak View Post
Realistically speaking a war with China results in them being equally crippled. China is far from self sufficient in terms of resources, and even their factories make money by selling overseas. The whole world economy is highly interconnected a this point, so a war between major global players like U.S. and China probably takes down most of the world economy. On the one had I suppose it's a "legitimate concern", on the other hand the outcome is so catastrophically bad that I am not sure how much it's worth planning for.
Nagorak that scenario is called Mutually Assured Destruction and was coined before China became a global player but it still applies now. Basically no one wins and everyone loses.
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Old Apr 5, 2021, 09:17 AM   #57
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Originally Posted by metroidfox View Post
GloFo rarely seems to get mentioned these days. I cannot tell if they've fallen behind on fabrication technology.
They have. Which isn't to say that they can't fabricate non-cutting-edge parts... the world needs those too. They just can't create parts for AMD or Intel that anyone would want.

But, I'm sure AMD would be a lot more comfortable having a second source. At one point, manufacturers were REQUIRED to have multiple sources to prevent problems if you wanted to sell to the government. I'm thinking that rule must have gotten jettisoned at some point.
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Old Apr 9, 2021, 04:11 PM   #58
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Originally Posted by koralis View Post
They have. Which isn't to say that they can't fabricate non-cutting-edge parts... the world needs those too. They just can't create parts for AMD or Intel that anyone would want.
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Abu Dhabi’s Mubadala Investment Co. has started preparations for a U.S. initial public offering of chipmaker GlobalFoundries, people with knowledge of the matter said.

...

With factories in Europe and the U.S., GlobalFoundries is in a unique position as the industry gets sucked into the trade war and tension between China and the U.S. Most of the rest of foundry manufacturing of chips takes place on Taiwan or in South Korea, and U.S. and European politicians are increasingly pushing chipmakers to build more capacity outside of Asia.

As the world economy begins to recover from the coronavirus pandemic, GlobalFoundries has seen a surge in demand for the tiny electronic components it manufactures for other companies.
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Old Apr 10, 2021, 07:38 PM   #59
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did anyone mention the fact that TSMC stated they just plain will raise prices on all goods, and are jacking up pay for employees? 20% raise.

https://focustaiwan.tw/business/202011130008
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Old Apr 11, 2021, 10:56 AM   #60
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Originally Posted by Leprechaun View Post
did anyone mention the fact that TSMC stated they just plain will raise prices on all goods, and are jacking up pay for employees? 20% raise.

https://focustaiwan.tw/business/202011130008
The article did not say they were raising prices. They said they were restructuring employee compensation to be more fixed salary and less profitability bonus to be more attractive to younger workers.
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