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Apple, AMD and Nvidia scale back chip orders, TSMC's 2022 revenues could take a hit

Started by Redaktion, July 01, 2022, 15:50:20

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Redaktion

With the growing inflation and the uncertainties brought by the Ukrainin war, Smartphones and PC components are not selling that well anymore, so Apple, AMD and Nvidia are now forced to scale back their chip orders from TSMC, which, in turn, might not see soaring revenues as previously projected in early 2022.

https://www.notebookcheck.net/Apple-AMD-and-Nvidia-scale-back-chip-orders-TSMC-s-2022-revenues-could-take-a-hit.632739.0.html

1

Samsung cannot sell 50 million phones.
Nvidia cannot sell video cards worth $ 2,000, which requires 800 watts of electricity.

RobertJasiek

Case 1: Ampere remains very overpriced (maintained greed) and Lovelace becomes overpriced (artificial shortage): only few Ampere and Lovelace cards are sold.

Case 2: Ampere reaches 70 - 80% MSRP (where it belongs two years after launch) but Lovelace becomes overpriced: Ampere sells out but only few Lovelace cards are sold.

Case 3: Ampere remains very overpriced and Lovelace gets fair MSRPs: retailers get too few Lovelace cards in stock and their market prices are scalped so that only few Ampere and few Lovelace cards are sold.

Case 4: Ampere (all models) reaches 70 - 80% MSRP very soon and Lovelace gets fair MSRPs: all Ampere cards are sold to those having tried to buy them at fair prices for two years and many Lovelace cards are sold due to their greatly improved speed.

Conclusion: artificial shortage or greedy prices (when there is no mining boom) hurt everybody including Nvidia itself.

Highpriceever

The price at my country is at max

The GPU is the same as us peak,

But let look at the laptops

The 2022 gen (be it intel 12 or Amd 6000) is 35%-60% higher than 2021 counterpart

And all years models, even 2018 and 2019 are sellling at 20% higher from their launch price

To price:  3050 from 2022 model is around  2000$, laptop with 3060  is 2750$ 3070ti 4000$ and as for, 3080ti 6000$-7500$ usd

For laptip with mx350 is for more than 1350$

In my country you cant order from the like of amazon, best buy ect,   and building a pc (not laptop)  is too pricy and too risky...


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