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> I'd rather they have scaled up the demand. There are car factories shutting down due to lack of chips. The silicon for the systems that I work on has its lea
by TomVDB 6y ago
> I'd rather they have scaled up the demand.
There are car factories shutting down due to lack of chips. The silicon for the systems that I work on has its lead times increased from the customary <30 to 50 weeks. The supply issues is worldwide, for all fabless semiconductor issues.
How do you suggest they scale up demand short of building their own fabs? (Which I hope you aren't suggesting...)
- Klwohu 6y agoBuilding more fabs is the only sustainable solution. Demand is higher than supply, and miners will just use older drivers or figure out a workaround pretty quickly, unless the new mining cards are substantially cheaper yet just as fast as the "gaming" GPUs.
- TomVDB 6y agoBuilding more fabs is the general solution to the demand in silicon. And that's happening. But in the context of "I'd rather they have scaled up the demand", where "they' is Nvidia (or almost any other fabless semiconductor company), it's not a solution because it's impossible for them to build fabs or to foresee and plan for the supply chain disruption that was caused by COVID-19.
- Tenoke 6y ago>it's impossible for them to build fabs or to foresee and plan for the supply chain disruption that was caused by COVID-19. This has been happening for half a decade, it is not remotely a COVID issue. And no, they can't build their own fabs but they can certainly invest (either directly or indirectly by securing larger orders at a higher price even more years in advance) all the premium so there's at more fabs at an earlier time.
- TomVDB 6y agoIt was only 2 or 3 years ago that AMD and Nvidia had to deal with a massive glut of silicon due to the collapse in mining. Securing even more years in advance is a recipe for repeating that.
- flixic 6y agoFab equipment is also massively back-ordered.