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As I understand it, there is no chip shortage. Some customers decreased their orders a year or so back for some reason, and the fabs simply sold the manufacturi
by db48x 6y ago
As I understand it, there is no chip shortage. Some customers decreased their orders a year or so back for some reason, and the fabs simply sold the manufacturing time to others. Meanwhile, their sales did not decline as expected.
But I suppose that’s not as exciting as a rogue AI.
- redisman 6y agoAt least on the high end the fab process is fully booked and can't keep up with demand. A new generation of CPUs, GPUs and consoles couldn't be handled and they've been out of stock since October/November. I'm sure Nvidia, AMD, Microsoft, Sony wouldn't give up their bookings just ahead of releasing a new generational product line.
- db48x 6y agoRight, but demand for those products is exceptionally high, for some strange reason. If that high demand had been predictable two years ago, there would be no problem.