Chips and Dip
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Posted on 02/04/2023 5:35:59 AM PST by FarCenter
I wonder if video card prices will drop and availability will increase.
Very interesting. Thanks for posting!
No need for electronics from now on. Oh yeah.
“Why all the fabs then?”
Xi wants to snatch Taiwan for his legacy.
I thought this is the greatest economy ever?…
To be honest, I still don’t understand how stocks are so high…real estate as well.
I think a massive economic downturn is coming, but I have zero track record…
TSMC is building in Arizona right now. It takes a long time though…
I'm calling a strong BS on this one. It is almost impossible to find microcontroller ICs at any of the usual places. Some are estimated to arrive in small numbers in December 2024.
This analyst is about 4 months too late. Let him show me his buy/hold/sell ratings when Nvidia was over 500.
The selloffs happened already. If he thinks there’s another 15% downside, he’s going to be waiting a long time.
Equity prices usually look out 3-6 months, that’s why they are rallying. But the rotation to value finally has fully occurred. Stocks at 8x earnings and a 5% dividend (which were in abundance 3 months ago) were going to rally while the mega cap companies were correcting towards reality.
I work for Microchip - what down turn? We sure aren’t seeing it.
Thank you for the explanation.
Does this mean cheap car prices are just around the corner?
I mean, we saw several news stories about acre upon acre of otherwise finished cars just waiting for chips when there was a new car shortage and prices were high.
So now we got chips. So all those new cars should hit the market at once.
They’ll be giving F150s away... (LOL).
How are the control idiots going to use the shut off switch on our new vehicles?
Arizona or Oregon?
Intel building 50 miles from here (New Albany, Ohio). Silfex (Lam Research) was supposed to Benefit from the build but now they’re laying off (1,300 globally unknown amt at 2 local facilities). ??
No. The glut involves current generation chips. Auto makers use an older generation of chips that is still in short supply because no one wants to expand factory capacity for what are essentially obsolete chips. Current generation chips will take a while to be tested to see if they can handle the rigors that car chips go through.
i’ve heard there are US based semiconductor plants being built.
i’m sure this had an impact
“I wonder if video card prices will drop and availability will increase?”
For the models that were new in 2020 and unavialbe until mid 2022 now is the time to pick one up. The 2023 generation has sufficient performance uplift and availability the RTX3080 and XT6800 are the value standard. The drivers are optimized for 3 year old cards as far as they ever will be.
I expect a RTX3080 will become the reach upwards for performance the budget builder in 2Q2023. A 400 dollar computer less video card with a 300 dollar upgraded graphics card is all that the mortals need. RAM, Storage and Lower Half CPUs are at cheap end of the cycle. Motherboards seem to holding onto covid pricing. Everything else, just shop around and dont be afraid of lightly used for 50% discounts.
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