Soldato
IndeedFirst time I heard a 3080 TUF called little, some of the biggest gpus ever.
Though the STRIX versions are even BIGGER
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When the Gpu's prices will go down ?
- Thread starter sys6em
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Though the STRIX versions are even BIGGER
I think you maybe conflating cancelling orders and shifting production, from what I've read TSMC are pretty strict in that once you've booked and paid for wafer allocations there's no backing out, most they'll do is allow you to shift production by a few months. I would imagine Apple shifted wafer allocation away from the iPhone 15 Plus to either another product that uses the A15 or another product that uses 5nm silicon like the A14, A16, any of the M chips.Nvidia can cancel TSMC orders if demand fell. Looked at both Apple and AMD cancelled TSMC orders to cut down iPhone 14 and Zen 4 productions when demand fell.
iPhone 14 Plus production halted, Apple to reassess demand, iPhone 15 Plus still planned - 9to5Mac
iPhone 14 Plus should be a hit product by all accounts. It’s the lowest-priced big screen iPhone that Apple has...9to5mac.com
AMD Cuts Down Ryzen 7000 "Zen 4" Production As Demand Drops Like a Rock
AMD reportedly scaled down production of its Ryzen 7000 series desktop processors in response to bleak demand across the PC hardware industry. Wccftech claims to have read an internal company document calling for reduced supply to the channel as market response to the Ryzen 7000-series is weak...www.techpowerup.com
Same thing with AMD, they'll just switch the wafers that would've been used to make 7000 processors to other 5nm silicon like GPUs. While Nvidia has some leeway with this due to them also producing silicon to go in networking gear (Mellanox), Tegra, Tesla, etc, etc. They have much less room to manoeuvre than Apple or AMD.
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Caporegime
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/4090 TUF enters the chat...First time I heard a 3080 TUF called little
Soldato
There's big and then there's HUGE
It should have an impact but I tend to feel the people buying high end GPUs aren't the ones who are that phased by cost of living going up. Obviously you'll get some who traditionally push the boat out and spend their last pennies on gfx cards who will no longer afford it, but there's this cohort of PC gamers in their 30s and 40s earning good coin, call them them the 'middle class' PC gaming enthusiasts or whatever for whom £4k energy bills and 10% inflation is just water off a ducks back. Some of those may have crypto warchests as well in the sense that their recent gfx cards paid for themselves meaning they have even more cash sloshing around to spend on the new cards, albeit without the ongoing crypto hauls.
Caporegime
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People forget that amongst all the hype generated by Nvidia & E-tailers like OCUK, the actual numbers of 4090 cards sold, is tiny.
I bet that there were only about 2-3000 cards in the UK for launch, spread out amongst all the retailers and will only continue to trickle in, probably in the low hundreds each month for the rest of its 2yr market lifespan, Its nothing, shouting 'SOLD OUT!!' from the rooftops with such low numbers is not relevant for the wider market.
I believe there are stock piles of 4090s, just being drip fed and making it look like there is shortages. This is not the same as 30 series issues.
It can clearly be seen with the 4090FE being drip fed and allocated amounts to be sold each drop, while nvidia sends out invites to buy them via GE, so if they sold out how do they have stock at that retailer selling them on behalf of Nvidia to sell to GE invites ?
Because they are being deliberately drip fed and no shortages of actual stock of them.Also watching retailers online everyday dropping AIB models in small amounts of the same models and make tells me they have a stock pile of them, it's not like everyday they are getting 10-20 of them to do that. Seriously the greed is at an all time high to keep the prices gouged and not even at msrp the profit for retailers and everyone involved in this scam is unreal for such a product.
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Soldato
Nothing to add, my observations were the same that these invites were an obvious answer that there is more stock about and is being tightly controlled after they learned from the ampere run. The 80 cards will also be ready to push out the floodgates if they wanted but are being held back by this oversupply of ampere.
Soldato
AMD will be in no rush seeing this approaching back in the summer. They can let volume build up knowing nvidia have only let out the top card out the gate with only last years stock on shelves. We wont see much latest gen action until old inventory moves out of the way.
Soldato
Out of curiosity, I entered some of the scalper (4090) cards into the camel price tracking site and every card I checked was steadily dropping in price.
Supply and demand is slowly doing its thing.
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Soldato
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I believe there are stock piles of 4090s, just being drip fed and making it look like there is shortages. This is not the same as 30 series issues.
It can clearly be seen with the 4090FE being drip fed and allocated amounts to be sold each drop, while nvidia sends out invites to buy them via GE, so if they sold out how do they have stock at that retailer selling them on behalf of Nvidia to sell to GE invites ?
Also watching retailers online everyday dropping AIB models in small amounts of the same models and make tells me they have a stock pile of them, it's not like everyday they are getting 10-20 of them to do that. Seriously the greed is at an all time high to keep the prices gouged and not even at msrp the profit for retailers and everyone involved in this scam is unreal for such a product.
It's so transparent what they're doing.
Soldato
Jensen did effectively say this was part of the strategy.I believe there are stock piles of 4090s, just being drip fed and making it look like there is shortages. This is not the same as 30 series issues.
It can clearly be seen with the 4090FE being drip fed and allocated amounts to be sold each drop, while nvidia sends out invites to buy them via GE, so if they sold out how do they have stock at that retailer selling them on behalf of Nvidia to sell to GE invites ?
Also watching retailers online everyday dropping AIB models in small amounts of the same models and make tells me they have a stock pile of them, it's not like everyday they are getting 10-20 of them to do that. Seriously the greed is at an all time high to keep the prices gouged and not even at msrp the profit for retailers and everyone involved in this scam is unreal for such a product.
I guess it's what businesses do to maximise profits unfortunately
Caporegime
Preach.I believe there are stock piles of 4090s, just being drip fed and making it look like there is shortages. This is not the same as 30 series issues.
It can clearly be seen with the 4090FE being drip fed and allocated amounts to be sold each drop, while nvidia sends out invites to buy them via GE, so if they sold out how do they have stock at that retailer selling them on behalf of Nvidia to sell to GE invites ?
Also watching retailers online everyday dropping AIB models in small amounts of the same models and make tells me they have a stock pile of them, it's not like everyday they are getting 10-20 of them to do that. Seriously the greed is at an all time high to keep the prices gouged and not even at msrp the profit for retailers and everyone involved in this scam is unreal for such a product.
Soldato
Preach.
If people cannot see this from afar then specsavers could be making a mint!
Correct, its in plain sight.
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Associate
Zen 4 and AMD have already announced a write down, Intel is letting staff go and NVIDIA I predict will be also forced to write down on assets/profits (After the cancellation of the RTX 4070/80 12 Gig).
Soldato
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AMD should try cutting prices instead.
Caporegime
Soldato
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