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

[Vayra86]

Let me guess others shares dropped for the lolz?

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Not all shares.

IT consultancy seems to be holding on fine. People business... and I think that shift is global. Workforce is the key differentiator and we're about to get another Covid winter. All those stocks dealing in 'stuff' are in trouble, because there's no hands to make or move it.

I think what we can read between the lines is that computer parts are really a luxury item in the consumer space. We have SO. MUCH. CRAP. We'll just use it another year, because it still works fine. Back to my N=1... I'm still riding a 2016 GPU.

I'll reiterate what I've said many times while GPU prices were through the roof. Patience, patience, patience. Markets will correct and our discipline in not paying what we don't want determines how fast these shifts go.

 

[Bwaze]

Yes, markets will correct.

But I don't think they will correct for the consumer. I think we will see a largest price increase in history, coupled with a scarcity - which will be of course explained as disrupted channels, lack of workforce, but will simply be increasing profit in this worthless market without cryptobuyers.

And the market will simply wait for the next cryptowave. We gamers are insignificant now.

 

[big_glasses]

IT consultancy seems to be holding on fine. People business... and I think that shift is global. Workforce is the key differentiator and we're about to get another Covid winter. All those stocks dealing in 'stuff' are in trouble, because there's no hands to make or move it.

Yea, transport is currently shit, and super expensive.
Freighter prices gone from 500~$ to 10000$ (and down to 8000~$ now)

Sharing insights elevates their impact

Shipping market outlook - Container vs Dry bulk : Q2 2022 update

ihsmarkit.com

 

[Vayra86]

Yes, markets will correct.

But I don't think they will correct for the consumer. I think we will see a largest price increase in history, coupled with a scarcity - which will be of course explained as disrupted channels, lack of workforce, but will simply be increasing profit in this worthless market without cryptobuyers.

And the market will simply wait for the next cryptowave. We gamers are insignificant now.

Oh but the correction can work out in a lot of ways... if a price increase is coupled with increased pay, we're fine. And lack of workforce > workforce obtains a position to demand higher pay.
Also, a necessary correction is our own perspective on how much we should need or want. We've lived lives of filthy excess, in the West. That needs correcting too

 

[AusWolf]

The world has become a worse place on a corporate level, transport is expensive, resources are expensive, crypto has crashed, so hardware prices will have to increase to maintain profits.

The world has become a worse place on an individual level, too, living is more expensive which isn't reflected in wages, PCs have become a luxury, so prices will have to come down to maintain sales.

I don't think prices will ever be at 2016 levels because we're in a different economy than we were back then, but they have to equalise in a way. If AMD and Nvidia sold entry-level GPUs for $800 a piece, and top-end ones for $4,000, no one would buy them, and they'd go bankrupt.

 

[bonehead123]

All this crap about NV & their miner skanks reminds me of the saying most boys had about girls when I was a tweener:

Find 'em
feel 'em
f*ck 'em
fo'get 'em

heheheh

 

[AusWolf]

All this crap about NV & their miner skanks reminds me of the saying most boys had about girls when I was a tweener:

Find 'em
feel 'em
f*ck 'em
fo'get 'em

heheheh

And that's why I'd never buy a GPU from a miner.

 

[Hargema]

"which gamers are all too happy to buy", pathetic display, we should never acquire graphics cards from miners unless they sell them for dirt cheap, they are responsible for the mining craze and they don't deserve a single penny of hard earned money.

 

[bug]

"which gamers are all too happy to buy", pathetic display, we should never acquire graphics cards from miners unless they sell them for dirt cheap, they are responsible for the mining craze and they don't deserve a single penny of hard earned money.

Beyond the sjw attitude, mining cards are usually modded, often times unable to work with the plain drivers. If that's not reason enough to stay away from them, nothing is.

 

[AusWolf]

Beyond the sjw attitude, mining cards are usually modded, often times unable to work with the plain drivers. If that's not reason enough to stay away from them, nothing is.

If heat hasn't killed them already, and if their fan(s) still work, that is.

 

[Vayra86]

Mining GPUs are a bit like those shitcoins. They work fine, until they don't, and you really don't ever know what you get.