Editorial NVIDIA to Cut Down TSMC 5nm Orders with the Crypto Gravy Train Derailed, AMD Could Benefit

[Metroid]

"Don't act like you don't know
You know what I came for
Too late to turn back
This is the payback" from song Payback

All the nv bullshit of CMP for miners and GeForce for gamers and saying they care about gamers now choke themselves. Certainly no pity or mercy at all. All nv are suffering now are well deserved.

You know, if there is something that we can't deny is that the truth always come up no matter what, I'm glad that we got a confirmation of what I have been saying this past year.

 

[ARF]

how can AMD benefit? the problem is the same for both of them

It depends on how much capacity was left for AMD - if the ratio was like 80-20 for nvidia, reducing it to 60-40 would mean more wafers for AMD GPUs, too.

AMD's growth as a processor manufacturer is no longer bottlenecked by technology-leadership, but by volumes.

lol This is what intel has claimed since the early 2000s.

AMD has been the technology leader since Zen in 2017 and TSMC - intel's problems with 10nm and the 14nm products era.

 

[Daven]

Nvidia wanted to start with the hi end, hi priced models first. RTX 4090, 4080 and latter 4070. Because of the global recession we are facing, as a result of the whole situation in Ukraine, people will be less willing to pay those amounts of money for Nvidia hi end RTX 4000 models. And probably with all those RTX 3000 models in the market, Nvidia was probably targeting really high prices. People where thinking $500-$600 for the 4070, I was thinking more like $799-$899 for that model.



Don't know if this is so simple. If you need to bake a different type of bread, probably you need to buy different type of flour. It's not just capacity in the oven.

But the oven stays the same. In your analogy, the silicon wafers are the bread. All ASML machines accept 300 mm wafers regardless of what’s printed on them. That’s why 450 mm (different flour) never happened or was delayed.

 

[catulitechup]

that is delightfull is the time to scumbags companies like nvidia and amd suffer some but this dont change the fact of them have estimated gains around 15.000 millions dollars with miners

and now have various options:

a. buy miners nvidia or amd card and go to hell nvidia and amd

b. buy intel and go to hell nvidia and amd

c. dont buy anything and all scumbags companies go to hell

the vengeance is a dish serves cold

 

[Ruined Mind]

I don't want fake money called "crypto-currency". I want real money that's stored in a real bank account, with government protection. I won't trust a bank that doesn't have oversight from a government.

 

[Bomby569]

that is delightfull is the time to scumbags companies like nvidia and amd suffer some but this dont change the fact of them have estimated gains around 15.000 millions dollars with miners

and now have various options:

a. buy miners nvidia or amd card and go to hell nvidia and amd

b. buy intel and go to hell nvidia and amd

c. dont buy anything and all scumbags companies go to hell

the vengeance is a dish serves cold

leaks say the new cards won't have lower MSRP's, but i fear they are in for a world of pain with the flood of miner cards and the economy problems. As you i can't fell sorry for the greddy bastards

 

[Daven]

that is delightfull is the time to scumbags companies like nvidia and amd suffer some but this dont change the fact of them have estimated gains around 15.000 millions dollars with miners

and now have various options:

a. buy miners nvidia or amd card and go to hell nvidia and amd

b. buy intel and go to hell nvidia and amd

c. dont buy anything and all scumbags companies go to hell

the vengeance is a dish serves cold

If we were to rank scumbag companies, it goes Intel > Nvidia > AMD. If we take our fanboy emotions out of it, its Intel = Nvidia = AMD. Btw, I never plan to buy any Intel product ever again.

 

[Colddecked]

Nvidia wanted to start with the hi end, hi priced models first. RTX 4090, 4080 and latter 4070. Because of the global recession we are facing, as a result of the whole situation in Ukraine, people will be less willing to pay those amounts of money for Nvidia hi end RTX 4000 models. And probably with all those RTX 3000 models in the market, Nvidia was probably targeting really high prices. People where thinking $500-$600 for the 4070, I was thinking more like $799-$899 for that model.



Don't know if this is so simple. If you need to bake a different type of bread, probably you need to buy different type of flour. It's not just capacity in the oven.

Seems to me, if this news is true, Nvidia is creating an issue in order to limit supply.

 

[Shtb]

Because of the global recession we are facing, as a result of the whole situation in Ukraine,

Yea, John, what does this have to do with the Fed, credit overloads, running out of "helicopter" money, small and medium sized businesses closing due to government restrictions as a result of response to C-D, etc?

It's whole situation in Ukraine fault!

 

[R0H1T]

if the ratio was like 80-20 for nvidia

It was nowhere near that, AMD will be the biggest customer on 5nm post Apple transitioning to smaller nodes. This will probably increase their (5nm) allocation by 5-15% at best?

 

[Pumper]

So nvidia is going to artificially create a GPU shortage to maintain the inflated prices.

 

[Metroid]

So nvidia is going to artificially create a GPU shortage to maintain the inflated prices.

Yeah and I predicted that and then the funny thing is when there are no gpus to be sold then they blame miners ehhe, create lhr in order to tell the sheeps they are the good guys and care for gamers.

 

[chrcoluk]

I dont see the problem here, all Nvidia needs to do is reduce its prices and all the stock will sell, am I missing something here? Oh no the poor shareholders.

 

[ir_cow]

Do yourself a favor and dont buy used mining gear. Its all to often abused. No warranty and suddenly its dead next year. Surprise surprise....said no one.

 

[Sabotaged_Enigma]

All the nv bullshit of CMP for miners and GeForce for gamers and saying they care about gamers now choke themselves. Certainly no pity or mercy at all. All nv are suffering now are well deserved.

I just can't express how pissed off I am over the past a year or two. Every time hearing nv talking nonsence and seeing nv messing everything up makes me very crossed. Somehow I find Huang's face so annoying, with all that artificial smile of his. Even sometimes I wish I could find him and chop his head down... Oops, better not, perhaps under that skull is nothing but evil shit. Worst wishes for him and his bloody nv.

 

[Aldain]

how can AMD benefit? the problem is the same for both of them

Really? How about you kinda figure it out

 

[ppn]

Well if they expect the market to digest the inventory of 8nm at 150% MSRP where the 3080 will be dethroned by 4060 they must be insane.
GTX 1060/6=980, RTX 2060= GTX1080, well 3060 was a 2070, 960=770 replacement but still, 4060=3070Ti or 3080/12, in either case $329 would be a steal and a major incentive to wait, I can wait almost a year, yeah next july morning here we go.

I remember GTX 780 Ti going for $700 in 2013 and one year later in 2014 a GTX 970 shows up at $350 providing 95% level of performance, even with the 3.5+0,5 fiasco. SO I'm not buying any of this. unless it's on 50% MSRP, heavily discounted. I'm talking 3080/10 at the price of 3050, because 8nm also consumes more power, and this adds hidden cost over time +100 Watts on the power bill is quite something to be felt.

 

[Jism]

It's not because of the dumped GPU mining; but rather Intel now releasing asics to mine: https://www.tomshardware.com/news/i...ner-ships-ahead-of-schedule-late-to-the-party

But they late to the party, and the demand for more GPU's right now is declining.

If i was nvidia i'd do the same. it's a company that thrives for (more) profit and to keep stakeholders "happy".

 

[Colddecked]

Do yourself a favor and dont buy used mining gear. Its all to often abused. No warranty and suddenly its dead next year. Surprise surprise....said no one.

At the very least get yourself a real deal since the seller already made their money back mining.

 

[TheoneandonlyMrK]

It's not because of the dumped GPU mining; but rather Intel now releasing asics to mine: https://www.tomshardware.com/news/i...ner-ships-ahead-of-schedule-late-to-the-party

But they late to the party, and the demand for more GPU's right now is declining.

If i was nvidia i'd do the same. it's a company that thrives for (more) profit and to keep stakeholders "happy".

Well, we here are customers too, and Nvidia will be getting the middle finger off me until they stop selling direct to miner's, and or manipulating the market to suit they're agenda.
If I were Tsmc , after Nvidia blaming them for issues before running off to Samsung, then running straight back and trying to hardball they're leverage via cash , I would definitely be pointing at contracts, held up high pointing with one middle finger.

 

[catulitechup]

If we were to rank scumbag companies, it goes Intel > Nvidia > AMD. If we take our fanboy emotions out of it, its Intel = Nvidia = AMD. Btw, I never plan to buy any Intel product ever again.

yeah intel too but at least with intel have most newer cheap cpu with igp for support this times until gpu prices improve (in my case dont matter what time are needed)

and with arc gpus them need agressive prices to entry in market because them have problems with performance and some bugs but in my case use linux mainly and intel gpu drivers on linux normally are better than windows drivers without forget need another gpu player for try change actual situation

 

[Chrispy_]

Can't keep prices (and profit margins) sky high without artificial scarcity. This is artificial scarcity, but that's okay - everyone's going to be buying used Ampere mining cards that have already started hitting the market this generation. Why buy an RTX 4070 when you can get an RTX 3090 for less (and it'll probably use less power, too!)

 

[bug]

I dont see the problem here, all Nvidia needs to do is reduce its prices and all the stock will sell, am I missing something here? Oh no the poor shareholders.

I believe you're missing the die size. Big dies have always been expensive to make and for the past few generations, big dies are all we got

Not really a problem, I'm happy to keep my money until the mid range returns to the $200-300 range.

 

[Bwaze]

I'm pretty sure Nvidia won't confirm any order cuts - when the next generation launches we will hear promises that now everybody can at last buy a graphics card for MSRP, not inflated price.

And of course that MSRP will be just slightly inflated compared to previous generation (it's new tech, it must cost more).

And of course we're not talking about launch prices of Nvidia Ampere, $699 RTX 3080, no way, that should be deleted from records...

And when there won't be enough cards in the channels, FE will be almost non existent, and retailers will be free to shape their prices (mining or no mining) everyone will play dumb. "It's the new economy." "It's the disrupted channels of world trade." "It's still the efect of Covid lock-downs."...

 

[RedelZaVedno]

10y long FED/ECB printing press + covid + economic war with Russia = stagflation incoming.
Watch your sit: