GPU Market in 2025 Q1

iQuasarLV

iQuasarLV

Member


Basically this is a cliff's notes version of the gpu market in 2025. I am curious what kind of discussion there is about this. Who's to blame (inventory, prices, practices)?
Personally I am just a little disgusted with AMD and their partners.

We can see the writing on the wall and I want to see how everyone else feels about the last 24 hours and the last three months in general. Nvidia, Intel, AMD all fucked up IMHO in various ways
 
Topher said:
Paper launch
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so all 3 have had paper launches (well, AMD had a OK launch if you can go to a Micro Center... rare places)

Season 8 Wtf GIF by The Office

Don't they want to sell GPUs to us?
 
It is as if it is 2020 all over again and these jag-offs are over committing to AI sales contracts and everything consumer level is a paper launch to keep the public's eye on them. Pathetic!
 
64gigabyteram said:
so all 3 have had paper launches (well, AMD had a OK launch if you can go to a Micro Center... rare places)

Season 8 Wtf GIF by The Office

Don't they want to sell GPUs to us?
Click to expand...

AMD is just as bad really. That $599 was available for less than 24 hours and now it is, more than likely, gone for good. Biggest difference is there is less demand for AMD than Nvidia so a little more availability. I'd still call it a paper launch though.

It is just a shitty situation for PC gaming.
 
at this point we're gonna need to get the ryzen division to start working on APUs because this graphics card shit isn't gonna work out.

Back to integrated graphics! Strix Halo for PC when?
 
The real blame lies with TSMC for not being able to keep up with demand and the entire semiconductor industry for granting and greedily funding their monopoly. This wouldn't be happening if there were other fabs and ample production capacity, like back in the late 'aughts when Glofo, Intel, and TSMC could all produce leading nodes. Not just inventory levels either, the MSRPs themselves would also be far lower.
 
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Good tech-tubers are drawing attention to the ridiculous premiums AIB partners are charging.

They can do whatever they want, doesn't change that it's shitty.

Regarding the point about only more expensive stuff coming back in stock, that seems to be true as well. Based off the stock alerts I've seen (have seen barely any $599.99 stuff since yesterday, some $700-$800 stuff, but a whole hell of a lot of $800+ stuff).
 
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What's happening? Well, moore law is dead, that's what's happening

The price is going up every node, this market is over, people need to see this market now the same way they see household appliances market, slow innovations over time but essentially the same
 
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Rotate the foundries for the good of all industries.
1st quarter crank out gaming related stuff.
2nd quarter Apple and Samsung cellphone crap.
3rd quarter Crypto.
4th quarter AI.
 
Landr300 said:
What's happening? Well, moore law is dead, that's what's happening

The price is going up every node, this market is over, people need to see this market now the same way they see household appliances market, slow innovations over time but essentially the same
Click to expand...
It's not that which is causing shortages and price gouging. We had the pandemic, crypto then a small breather and things were maybe getting back to normal and then AI hit.
 
The foundries are strapped and without real competition to TSMC, Moore's Law is dead, GPUs are being snapped up by tech companies racing to invest in AI, and the tariff situation has not helped one bit. It's going to be interesting to hear the conclusion to this. Are AIBs price gouging because they can? What kind of terms did they sign with AMD? Did AMD screw them and manufacturers really can't take a hit?

EVGA saw this shitstorm coming and got out of the business in advance. Not that they could know about all these things, just how difficult it would be to properly serve consumer GPU market.
 
Yeah, partially it's Samsung's and Intel's fault for being incompetent basically. Which resulted in TSMC being the only fav of choice. And here we are. 😡🤬🤡
 
64gigabyteram said:
at this point we're gonna need to get the ryzen division to start working on APUs because this graphics card shit isn't gonna work out.

Back to integrated graphics! Strix Halo for PC when?
Click to expand...

Strix halo is here but it's still too big and expensive to do the thing. Once they can get a chip with a balance for gaming, with more gpu and less cpu, the apu era will arrive.

I'm all for it. I wouldn't mind if my next pc was something integrated. Get the value prop back, small, but give up I've even thought of modifying a laptop and making an enclosure to make a "steamos" (bazzite, holo, nobara) console out of it. I would sink gobs and gobs of time into that though and I would rather avoid that kind of rabbit hole. I have too many hobbies as it is.
 
Crayon said:
Strix halo is here but it's still too big and expensive to do the thing. Once they can get a chip with a balance for gaming, with more gpu and less cpu, the apu era will arrive.

I'm all for it. I wouldn't mind if my next pc was something integrated. Get the value prop back, small, but give up I've even thought of modifying a laptop and making an enclosure to make a "steamos" (bazzite, holo, nobara) console out of it. I would sink gobs and gobs of time into that though and I would rather avoid that kind of rabbit hole. I have too many hobbies as it is.
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I for one would welcome an era of mini PCs

1aS10Bl.jpeg
 
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Guessing NV employees are too busy masturbating when they should be working. That's why everything is so SNAFU. It's not just the gaming products either, Blackwell Server is also a hot pile of mess.

AMD is not going to fill the void like people want them to because they've been burnt before.
 
64gigabyteram said:
at this point we're gonna need to get the ryzen division to start working on APUs because this graphics card shit isn't gonna work out.

Back to integrated graphics! Strix Halo for PC when?
Click to expand...
Checking up, seems a Ryzen 9 6900hx has performance in the same ballpark as a RTX 2050. Pretty good all things considered.
 
The GPU market has been messed up for a hot minute and it's taking a lot of fun out of the hobby.
I wish I had at least kept one of my old videocards as a backup card. I may be on my RTX 3090 until the PS6 era at this rate...
 
Celcius said:
The GPU market has been messed up for a hot minute and it's taking a lot of fun out of the hobby.
I wish I had at least kept one of my old videocards as a backup card. I may be on my RTX 3090 until the PS6 era at this rate...
Click to expand...
Im in the same boat. I have my founders 3090 since launch and was excited to upgrade. I have 2g's in my hand ready to upgrade and now i have to worry about rops, my house going on fire and with all these issues i still cant buy one.
 
Haint said:
The real blame lies with TSMC for not being able to keep up with demand and the entire semiconductor industry for granting and greedily funding their monopoly. This wouldn't be happening if there were other fabs and ample production capacity, like back in the late 'aughts when Glofo, Intel, and TSMC could all produce leading nodes. Not just inventory levels either, the MSRPs themselves would also be far lower.
Click to expand...

More national investment is needed for TSMC to have competition.
 
Specs for 25 years of TSMC nodes.

Stagnation really started at N5. This explains why N5-class GPUs offer little value improvement over N7-class. N3 is likely the last generation of consumer gaming GPUs that will offer comparable fps/$ to the previous generation. I fully expect consumer class GPUs to regress in value after N3. N2 consumer GPUs will offer better performance but likely far worse fps/$ than N3. Lastly, I expect N3-class consumer CPUs to be the last generation for a long time to have a notable core count increase.

Youtubers such as Gamer Nexus also have access to this data. It's all public. Yet, instead of presenting these facts to you, they rage bait you into hating chip companies and they end up looking like the hero. They tell you, you are the victim. You deserve more fps/$. Greedy companies is the problem.

No idiots. Physics is the problem.

When people inevitably complain about N3, N2, A16, A14 chip prices, refer to this post. Get above the Youtuber rage baiting that has taken over this sub.
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It is only going to get worse for the consumer here on out.

*Timestamped*


We are only going to see software manipulation gains to capture the consumer interest. Long over are the physical horsepower gains of the past. AI-Upscaling, frame generation, scene manipulation are going to be the focus points and the new normal.
 
iQuasarLV said:
Specs for 25 years of TSMC nodes.



It is only going to get worse for the consumer here on out.

*Timestamped*


We are only going to see software manipulation gains to capture the consumer interest. Long over are the physical horsepower gains of the past. AI-Upscaling, frame generation, scene manipulation are going to be the focus points and the new normal.
Click to expand...

Going from 3nm at $19,000 to 2nm at $30,000 is going to kill the gpu market unless gains are made elsewere.
 
iQuasarLV said:
We are only going to see software manipulation gains to capture the consumer interest. Long over are the physical horsepower gains of the past. AI-Upscaling, frame generation, scene manipulation are going to be the focus points and the new normal.
Click to expand...
Which personally I think it's fine, whenever you reach limits that are extremely difficult to overcome, you need to change paradigm. Computing is not new to these dramatic shifts so I'm not worried.
 
mèx said:
Which personally I think it's fine, whenever you reach limits that are extremely difficult to overcome, you need to change paradigm. Computing is not new to these dramatic shifts so I'm not worried.
Click to expand...
the problem is the adverse affect it'll have on gaming when its impossible for tech improvements to be made, but companies still insist on releasing a new system every 7 years that changes the development landscape.
 
Jinzo Prime said:
Going from 3nm at $19,000 to 2nm at $30,000 is going to kill the gpu market unless gains are made elsewere.
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Consumer facing products have generally been a node behind in recent years I have noticed. The days of the 90s and 2000s where my gpu becomes obsolete in like 8 months are definitely over.
 
This will eventually start killing PC gaming, most people throughout the world simply don't have 700 dollars to spend on a GPU, let alone the bullshit these scammers are asking. This scheme is only sustainable in very few countries and even there it'll definitely reduce the PC userbase. I hope the Chinese hurry the fuck up give these fucks what's coming to them
 
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iQuasarLV said:
Specs for 25 years of TSMC nodes.



It is only going to get worse for the consumer here on out.

*Timestamped*


We are only going to see software manipulation gains to capture the consumer interest. Long over are the physical horsepower gains of the past. AI-Upscaling, frame generation, scene manipulation are going to be the focus points and the new normal.
Click to expand...

There won't be any perf/$ regression because that makes no sense from commercial standpoint. There hasn't been such regressions over the last years either.
What we will see instead is the node transitions stagnation where new generations will be using older nodes for years if not decades.
We are seeing it already with both AMD and Nvidia opting for N5 again (technically N4 but that's an optical shrink of N5) instead of going to N3 which has been available for years now.
It will mean that perf/$ improvements will be smaller now - they are already in fact - and they will take more time to happen.
 
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