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COVID-19. - factory closures and employee issues. - supply chain issues due to covid. - wfh demand. - gaming demand. - trump tax tariffs. Gpu exemption exp
by deepakhj 6y ago
COVID-19.
- factory closures and employee issues.
- supply chain issues due to covid.
- wfh demand.
- gaming demand.
- trump tax tariffs. Gpu exemption expired in January. I’m not sure if CPU’s are affected.
- throwaway189262 6y agoThe biggest contributors are WFH demand, more PC gaming, but especially crypto mining and release of new consoles. Mining and the new consoles take tons of silicon. And everybody is competing for the same fabs. Supply chain problems and tariffs aren't doing much (if anything). Fabs run 24/7 365 and we just can't make enough chips