And it's true that would end the chip shortage, if it were so easy. The go-to gut reaction is to decry these companies for not making more chips. TSMC is responsible for most of AMD's CPU and GPU products, while Samsung is the manufacturer of Nvidia's RTX 30-series. (Image credit: People walk past a TSMC (Taiwan Semiconductor Manufacturing Company) logo at the Taiwanese semiconductor contract manufacturing and design company building in Hsinchu.) But you're talking about a highly concentrated market of suppliers." ![]() We've really got TSMC, Taiwan Semiconductor Manufacturing Corp you've got Intel you've got Samsung a few other smaller players. "Getting to the supply side of the equation, you have to go back a little bit in history among the chip makers. That in itself has wreaked havoc, but that's hardly the end of it.įor graphics cards, demand constitutes gamers-those eyeing up the latest developments from both Nvidia and AMD-but also cryptocurrency miners riding the wave of buoyant market value, and companies looking to expand their online services with more capacity and capability. Goldsby describes, a V-shaped rebound, or drop-off and then rapid return, in demand. Such a pause preceding a significant shift in demand results in, as Dr. "However, that was preceded by a bit of a pause, where people didn't quite know what to make of this pandemic." You can look at the silicon that goes into the wafer, you can look at the metals and minerals that go into the circuitry, to some extent, every single one of those inputs has been hamstrung in some way. As people shifted how they use their time, from being at work to being at home, and the toys, gadgets and technology required to keep your sanity, frankly, during the course of the pandemic drove intense demand. "Certainly, the pandemic has driven up purchase and consumption experience of more and more electronic based products. "Let's just start with the demand side of the equation," Dr. (Image credit: Santiago Mejia/San Francisco Chronicle via Getty Images) Ultimately, though, it comes down to factors affecting demand and those affecting supply. There are multitude of reasons for this ongoing shortage. No more so than the perhaps most deep-seated, unwavering, and ongoing silicon shortage, namely affecting the graphics card market, that has thus far continued through 2020 and into 2021. ![]() With them we've grown more attuned to the prevailing headwinds of semiconductor manufacturing. We still care deeply about the manufacturing process of those parts that matter most to us, though the exact time and location of a stock drop at your local Best Buy tends to go by without passing remark.īut we've also had quite a few ups and downs in the hobby as of the past half decade-I'm talking more than your usual launch month jitters that see the shelves emptied for the hottest chips the moment they go on sale. When things are going well, we tend to ease up on the analysis of overarching industry trends and supply chain, distribution, or logistical concerns.
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