wolfAlso will be interested to see if AMD care to undercut and be competitive, or whether they're happy with the dwindling market share and going for profits per unit sold rather than moving lots of units.

BwazeAMD doesn't have much chance to do that. They are constrained by TSMC, where they are competing for orders with Nvidia, Intel, and all the world (Apple...).

And Gaming revenue is down for all now, market leader Nvidia included. So it's a bit logical AMD is focusing on sectors that actually bring them money - servers have brought 42% increase in revenue YoY.

That's why you don't see tons of cheap Ryzens, cheap Radeons - AMD has to prioritize what they'll produce.

watzupkenIn recent context, AMD is not constrained by TSMC anymore. In fact, demand for fab is actually declining. Therefore, you may have observed that AMD powered consoles are readily available in retail as compared to 6 months ago for example.

BwazeThat is true, but all TSMC customers, AMD included, have scaled back their orders months ago, and again later. And for most items I don't think it's about fear of overstocking, they're protecting the value by artificially creating scarcity - modern high end CPUs, GPUs apparently shouldn't be readily available.

SOAREVERSORIt's not about about artificially creating scarcity. GPUs have always been going up in price not just due to inflation but due to complexity. This is natural and you can't solve it

SOAREVERSORIt's not about about artificially creating scarcity.

FiredropsThere's a difference between a 5-10% rise YoY vs a 50% rise YoY you absolute . Go read literally any earnings reports. Margins are through the roof.

EmerilLIVEnVidia has performed very well for shareholders. They have done so in part by convincing consumers (us) to spend more & more for new gaming GPU's. Unless your income was already high, with plenty of disposable income, or it has increased at substantially more than the rate of simple inflation, they seem to be telling you to expect less & less, moving down the product stack, or to not buy altogether to stay within your budget. Globally as more & more people become able to afford to be gamers & have any desire to be PC gamers, nVidia doesn't seem to be particularly interested in selling them some new product at any reasonable price point. It seems to me that nVidia are banking on being a bigger & more profitable company by creating products for a shrinking pool of consumers, and historically that has been a bad bet. If your products are more luxurious, or appeal only to more niche, high-end, specialized & less essential industries then in the event of an economic recession your revenues will drop more precipitously than a company which has broader market appeal and/or appeal to more general & essential industries.