Or will Cryptocoins, NFT and GPU lotteries remain the standard?
Colette Kress, CFO of NVIDIA, offered some reasons to think positively about GPU 2022 inventory during her speech at the JP Morgan Auto / Tech Forum, and AMD CEO Lisa Su also recently suggested that the lack of chips was supposed to ease this year in an interview with Barron’s. This gives hope to those using GPUs that have been obsolete for several generations thanks to the GPU drought caused by the indecent prices of those rare GPUs that are somewhere in stock.
These claims are based on an increase in supply next year, in the case of NVIDIA, the belief is backed up by their $ 6.9 billion investment to secure a higher supply of chips for this year. They have also secured contracts with some of their suppliers to ensure a better supply by some time in the second half of this year.
AMD, on the other hand, has provided several billion dollars more production space on the GLOBALFOUNDRIES factory lines to alleviate some of the shortcomings of its chips. This solution seems a bit more indirect than NVIDIA’s because GLOFO doesn’t ship AMD’s 5nm chips, they come from TSMC. What it can do is relieve TSMC of the need to produce other components needed to produce a functional graphics card, since the lack of a chip encompasses much more than the GPU itself, many basic SMD components were also lacking.
It is too early to say whether this is just too much optimism or the drought of the GPU could finally start to subside. We have already seen the problems before 2020 and the beginning of the silicon shortage thanks to crypto-children who bought huge amounts of GPUs in search of virtual wealth. That demand has not declined, and the accumulated demand of gamers has only grown in the last two years, so a small increase in supply will only be the proverbial drop in the bucket.
We hope they are right!
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