4 ms·
Isn'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 ei
by belval 5y ago
Isn'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.