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[KuraiShidosha]

Ryzen 9950x3D and RTX 5090 to upgrade my 7950x3D and 4090 build.
Then I can go back to playing 20+ year old games.
It's a peaceful life.

 

[Gameplay Gods Bless]

Nvidia Stock Rises. What Taiwan Semi's Earnings Mean for the Chip Maker. — Barrons.com​

https://www.barrons.com/articles/nvidia-stock-price-buy-sell-c70d527a?mod=md_stockoverview_news

Long and short of it, we might be looking at a 50% price increase for Nvidia chips if they start manufacturing them in the US. The good news is that the US factory isn't scheduled to be operational until 2026 at the earliest.

The more you buy, the more you save.

Nvidia is unstoppable, just dabbing on every other gaming company except Microsoft.

 

[Gameplay Gods Bless]

Ryzen 9950x3D and RTX 5090 to upgrade my 7950x3D and 4090 build.
Then I can go back to playing 20+ year old games.
It's a peaceful life.

My dream is to play DMC4 at max settings at a locked 1000fps on a 1000hz monitor with ULMB/BFI on.

 

[Spooky Scary Skeleton]

Lol, 5090 is going to be 3090 all over again.

 

[SplunkyMunkey]

I'm still not sure if I should wait for the 50-series or buy a 40 now. Prices still dogshit here in the UK and with the amount of fucked PC ports/versions it also feels like a better choice to just get a PS5 Pro.

I used to love PC gaming but all of the above has me down on it.

Exactly and people are happy to constantly spend over £1000 just for a new gfx card

 

[Allandor]

So, instead of $100 for a chip, Nvidia should pay $150. Well not sure if they make a good cut if they still sell the chips for $800 ... Well maybe they should go for $2000 to still make a profit....


I hope everyone gets the irony....

 

[Hohenheim]

I'm still not sure if I should wait for the 50-series or buy a 40 now. Prices still dogshit here in the UK and with the amount of fucked PC ports/versions it also feels like a better choice to just get a PS5 Pro.

I used to love PC gaming but all of the above has me down on it.

The whole "fucked up PC versions" thing is really not a big issue. The only game since december 2022 that i've had a issue with is Callisto Protocol, which had serious problems at launch. Since then, every game i've played has been great, and I play 90% of my ganes on PC.
I love my 4090, but I'd probably wait for the 50-series at this point if I was gonna get a new PC.

 

[Rickyiez]

AMD will capitalize by undercutting whatever nvidia does by $30 to play for margins and then be confused on why nobody wants their GPUs.

I have already came to the acceptance of that AMD is in this together with Nvidia.

It exist to make Nvidia looks good and Jensen probably funding AMD to make something barely good enough but without the market appeal

 

[Akuji]

Maybe they'll throw us a bone and it'll be 10gb, the last 2 being incredibly slower than the first 8 and killing performance.

*wink wink*

The 5970mk2.
Mostly fast until it isnt.

 

[gooner4life_uk]

4090 justified, it's so so powerful you won't need to replace it for 10 years anyway.

 

[winjer]

TSMC Thinking to Raise Prices, NVIDIA's Jensen Fully Supports the Idea

NVIDIA's CEO Jensen Huang said on June 5th that TSMC's stock price is too low, and he agrees with new TSMC chairman C. C. Wei's idea about TSMC's value. Jensen promised to support TSMC in charging more for their wafers and a type of packaging called CoWoS. An article from TrendForce says that...

www.techpowerup.com

NVIDIA's CEO Jensen Huang said on June 5th that TSMC's stock price is too low, and he agrees with new TSMC chairman C. C. Wei's idea about TSMC's value. Jensen promised to support TSMC in charging more for their wafers and a type of packaging called CoWoS. An article from TrendForce says that NVIDIA and TSMC will talk about chip prices for next year, which could help TSMC make more money. Jensen also said he's not too worried about problems between countries because Taiwan has a strong supply chain; TSMC is doing more than just making chips, they're handling many supply chain issues too.

Last year, many companies were waiting for TSMC's products, ever-increasing demand and production issues causing delays. Even though things got a bit better this year, there's still not enough supply. TSMC says that even making three times more 3-nanometer chips isn't enough, so they need to make even more. NVIDIA's profits are very high, much higher than other companies like AMD and even TSMC. If TSMC raises prices for these advanced processes, it won't hurt NVIDIA's profits much, but it might lower profits for other companies like Apple, AMD, and Qualcomm. It will also have an impact on end-users.

FFS, at this rate, we will soon be paying 1000$ for low GPUs.

 

[poppabk]

This looks to me like the next generation of young people is doomed for PC, which would be pretty bad for me since i love the system.
But who exactly as a kid/teen is going to build a PC to play anything other then esport games at this point?
Sure u dont need alot of money to play league of legends or dota 2. But if you wanna play the big new games u simply just cant affort it.
Alternative is to play on Console.


We're already at a point that if the PS5 Pro comes i probably switch myself ...
Ashes of creation is the game that will me have build a big PC, maybe one last time ...

I'm not sure why people think that consoles won't be impacted by an increase in price to fab chips?

 

[ChiefDada]

[DF]: Can Sony REALLY Convert PC Players To PS5?

I'm glad John made the crucial point of identifying majority PC userbase working with low-midrange hardware. I've expressed similar sentiments in the past as it relates to the impact of upcoming PS5 Pro in the midst of GPU manufacturers pivoting to AI focus. We will see a benefit analysis swing...

www.neogaf.com

 

[Sentenza]

"Potential".

 

[Zathalus]

[DF]: Can Sony REALLY Convert PC Players To PS5?

I'm glad John made the crucial point of identifying majority PC userbase working with low-midrange hardware. I've expressed similar sentiments in the past as it relates to the impact of upcoming PS5 Pro in the midst of GPU manufacturers pivoting to AI focus. We will see a benefit analysis swing...

www.neogaf.com

TSMC increasing wafer prices impact consoles just as much.

 

[ChiefDada]

TSMC increasing wafer prices impact consoles just as much.

Not nearly to the same extent for the consumer. PC GPUs are high margin profit centers, consoles are sold at loss for console manufacturers to recover margins via games, services, and accessories. But you already know this.

 

[Zathalus]

Not nearly to the same extent for the consumer. PC GPUs are high margin profit centers, consoles are sold at loss for console manufacturers to recover margins via games, services, and accessories. But you already know this.

TSMC increasing wafer prices 3x (hypothetically) impacts low margin products way more then high margin products. CPUs, SOCs, low-mid range GPUs are all negatively impacted far more then high margin products like halo GPUs and anything datacenter related.

Edit: The article even points this out.

 

[Akuji]

I'm not sure why people think that consoles won't be impacted by an increase in price to fab chips?

obviously they will be as well. Just way less since sony buys millions of chips. that makes it easy to calculate and the risk goes way way down with a order of that magnitude.
instead of having alot of distributors buying chips for only a month or so and then new, if a faster one comes around ur doomed. thats why the profit margin has to be way higher.


Back when ps4 launched u could buy something similar for the same.
With PS5 it was impossible without going for extremly good deals on the used market. Obviously by now its possible.

If that trends continues, its not great for pcs. also it means the game market caters to people who can actually run their games. PC Games look dated, atleast the big ones. Thats something that hasnt happened before.
Sure we got Cyberpunk with the Pathtracing etc pp but its an outlinier and nobody i know even played the game at these settings. They maybe gave it a shot when the game released and iam sure phantom liberty is great, i should give it a shot myself probably. but the mass of pc gamers play games that can run at 100fps+ on their aging systems because buying anything decent new is expensive. if you have 300€/$ for a gpu, what do you buy?
Compare what u get now to what u got for that money 10 years ago. You could buy a 970 with that money. while the 980 was THE SINGLE BEST Card on the market. There was, i dont remember ... 20% performance diffrence betwen the two cards? If it was that much. What do you get now? a 4080 doubles if not triples the performance of a 4060 in 4k. Now u ask who needs 4k ... thats kinda true but kids are the most easy customer to sway to marketing. also lets not pretend 4k isnt nice if you have the power for it.

All i say is that if i were a teen today. i would probably not get into being a pc guy for those reasons. and i dont think kids these days have much more money then my gen did back then. sure they may have 20% more, but not like double.

I hope i got my point across.

 

[ChiefDada]

TSMC increasing wafer prices 3x (hypothetically) impacts low margin products way more then high margin products. CPUs, SOCs, low-mid range GPUs are all negatively impacted far more then high margin products like halo GPUs and anything datacenter related.

FOR THE END CONSUMER!? Dude, what are you talking about?

Sony purchases in bulk and the console is spans a 10 yr lifespan where BoM becomes cheaper, turn profit and sales accelerate mid cycle. And again it is the games services and accessories where they make it back.

Edit: The article even points this out.

Where so I can pinpoint your confusion

 

[iHaunter]

God I can't wait for the US Semi-Conductor factories to go online...

 

[Zathalus]

FOR THE END CONSUMER!? Dude, what are you talking about?

Sony purchases in bulk and the console is spans a 10 yr lifespan where BoM becomes cheaper, turn profit and sales accelerate mid cycle. And again it is the games services and accessories where they make it back.



Where so I can pinpoint your confusion

If TSMC increased prices for all of its customers where do you think that cost is going to be passed on to? You think AMD and Qualcomm are just going to absorb that and not pass it on to the end consumer? If a 300mm chip costs $50 and TSMC increased that to $150, who do you think is going to pay that extra $100? It's going to be passed directly to the consumer. This goes for anything that has smaller margins, like a console SoC, Phone, SoC, or low-mid range GPU. The larger the profit margins and the more expensive the product the smaller the % increase will impact the end consumer. Enterprise clients paying $30000 for a GPU won't even care about those increases. Also, buying in bulk doesn't matter, all of TSMCs major customer buy in bulk.

And it's right at the bottom of this article:

TSMC Thinking to Raise Prices, NVIDIA's Jensen Fully Supports the Idea

NVIDIA's CEO Jensen Huang said on June 5th that TSMC's stock price is too low, and he agrees with new TSMC chairman C. C. Wei's idea about TSMC's value. Jensen promised to support TSMC in charging more for their wafers and a type of packaging called CoWoS. An article from TrendForce says that...

www.techpowerup.com

 

[FoxMcChief]

God I can't wait for the US Semi-Conductor factories to go online...

You think prices will go down? I don’t know if capitalism would allow that. Just less shortages is all.

 

[iHaunter]

You think prices will go down? I don’t know if capitalism would allow that. Just less shortages is all.

Less shortage = less demand = cheaper prices

 

[GHG]

TSMC Thinking to Raise Prices, NVIDIA's Jensen Fully Supports the Idea

NVIDIA's CEO Jensen Huang said on June 5th that TSMC's stock price is too low, and he agrees with new TSMC chairman C. C. Wei's idea about TSMC's value. Jensen promised to support TSMC in charging more for their wafers and a type of packaging called CoWoS. An article from TrendForce says that...

www.techpowerup.com

FFS, at this rate, we will soon be paying 1000$ for low GPUs.

Lmao of course Jensen supports it.

 

[winjer]

Lmao of course Jensen supports it.

The more you buy, the more you save.

 

[Portugeezer]

You think prices will go down? I don’t know if capitalism would allow that. Just less shortages is all.

Whilst capitalism will fuck it up like the US healthcare system, that is not the main priority. Maybe there is some hope... maybe.

 

[FoxMcChief]

Whilst capitalism will fuck it up like the US healthcare system, that is not the main priority. Maybe there is some hope... maybe.

I forgot what hope is.

 

[Physiognomonics]

TSMC: "We'll just raise prices because we can"

 

[MikeM]

The more you buy, the more you save.

*autographs titty*

 

[Euler007]

If I was the only one that could fabricate someone else's design (quality & quantity) and they were making major profits, I'd raise my prices too.

 

[DaGwaphics]

Whilst capitalism will fuck it up like the US healthcare system, that is not the main priority. Maybe there is some hope... maybe.

The essentials of life is always where capitalism falls short, because the producers have you over a barrel and they know it. I think the capitalist countries really need to start looking at non-profit endowment based options for essentials like food, healthcare, and even rental accommodation etc., non-profit would blend a lot better with capitalism than more socialist solutions because purchasers still have to earn and there is no or very little tax burden. But that's a entirely different conversation.

The fortunate thing for us is that non-essential items are where the free market shines. Find a good deal and get your upgrades done now and wait for something to shake the market before upgrading again (overstock, lowered fab demand, etc.)

 

[Jinzo Prime]

[DF]: Can Sony REALLY Convert PC Players To PS5?

I'm glad John made the crucial point of identifying majority PC userbase working with low-midrange hardware. I've expressed similar sentiments in the past as it relates to the impact of upcoming PS5 Pro in the midst of GPU manufacturers pivoting to AI focus. We will see a benefit analysis swing...

www.neogaf.com

Don't get smug, dumbass. Who do you think makes PlayStation chips? You'll be paying out the ass for PS6.

 

[simpatico]

If anyone here has a Mall Witch GF, have her cast some spells to boost Intel’s GPU vril. We need it.

 

[MikeM]

Daddy Jensen can’t wait to use that as an excuse for 100% margins

 

[Dirk Benedict]

Someone has to step up to Jensen. Son of a bitch is out of control.

 

[Highway Star]

Time for a group buy