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It is only your gain if the oversupply is of chips that you want.
by rjsw 5y ago
It is only your gain if the oversupply is of chips that you want.
- belval 5y agoIsn't that obvious? If there is an oversupply of GPU, as a customer I win. If there's an oversupply of some niche ARM chip I might not win but I'm not losing either...
- xadhominemx 5y agoI don’t know if there will be an “oversupply” of GPUs, because now they are all manufactured at foundries and the chip companies can just cut their orders. But with Intel coming into the market, Samsung switching to TSMC, and TSMC putting in $120b of capex, the shortage should be alleviated pretty soon.
- acdha 5y agoIf there's an oversupply of GPU chips _and_ everyone builds them into products and sells them. There's a fair amount of demand in that specific instance but that doesn't translate into capacity for everything else and companies aren't going to be quick to lower prices.
- cplusplusfellow 5y agoI’m just looking for the basic, “there are enough chips to make stoves and automobiles that I am wanting to buy” amount of supply.
- Nowado 5y agoYeah, not GPUs, maybe cars, surely fridges.
- rlt 5y agoI’m guessing there will be an oversupply of fab capacity, not just specific chips.
- neogodless 5y agoTo give a real world example of how the chip shortage is affecting me... The vehicle I want to buy does not come with the chip for heated seats or parking sensors, because they simply do not have enough of them. You can buy that vehicle without those features, and at least with the heated seats, they promise to retrofit them "at some future date." All of the models that got made before the cut-off sold super quickly, and I'm just waiting to buy until the vehicle is complete at signing.
- dnissley 5y agoCan't there only ever be an oversupply of chips that people don't want? Because if they wanted them they would buy them?
- Jtsummers 5y ago> Because if they wanted them they would buy them? Only if they can afford them and can justify the purchase. People want many things that for various reasons they don't acquire. It may be cost (units would have to be sold at a loss to get down to consumer-comfortable pricing), it may be that it's part of a larger system. For me to get a new AMD CPU I'd also need a compatible motherboard and, possibly, different RAM (either for physical compatibility or to get an actual performance improvement, even if my old RAM "works" if it's sufficiently slow it's a bottleneck that makes the purchase not worthwhile to me).