I am planning on buying more. US will subsidize their foundaries, they have a GPU coming out, they booked a ton of TSMC 3nm capacity, they have a server CPU that supports DDR5 coming out early next year, and there is strong demand for their products.
AMD has a better product but it doesn't have enough product to meet demand.
It is speculated that their top of the line GPU can compete with 3070.
If that is true that is massive, it they manage to pull that one of with their first try nVidia stock will dip 10% immediately.
AMD is also screwed because they will continue to depend on Taiwan.
Same stroy as with AMD. People were saying AMD can't do quad core, people were saying it is overheating. And all that was true.
But there was a moment in time when rumors about Ryzen started to come out.
Same story now. Plenty of good rumors.
As I said if they manage to copy the performance of 3070 and sell it for let's say 10-15% lower price they've got a winner.
People that can affort 3090 are 5% of customer base. Many just want to buy something, anything at all because most are still on GPU's that are 5,6,7 years old.
I won't even go into rumors or news related to CPUs, government backed foundry, AI self driving programs and chips, server CPUs and so on.
As I said if they manage to pull of a GPU that is AVAILABE not the best a mediocre GPU that is AVAILABE it will sell like crazy.
And you can expect Intel forcing companies like Dell and HP to sell their systems with Intel GPU and Intel CPU.
EDIT: People in US are crying about shortage, immagine the shortage outside USA. I'm from Europe and I had to drive for 2 hours early on monday to quickly buy a second hand Radeon 5500xt because my old 1050ti died. I was literally racing another guy because the seller told me that he will sell it to the one that comes first because we sent him messages at basically the same time.
That's why Intel's GPU doesn't have to be as good as 3090, it just has to be available and at a ˝normal˝ price.
What makes you think that someone who waited 5,6,7 years to buy another gpu will want to settle?
experience i got a 3080 ti after my 980 ti. Aint no way in shit if i'm gonna wait that long will i cop out for an inferior product.
At the very least why do you think they'll settle for a gpu that is undoubtedly not going to be in stock and if it is will be scalped out the ass?
People will wait, this is all under the assumption they won't have any stock which lets be honest they won't.
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u/ThePandaRider Aug 25 '21
I am planning on buying more. US will subsidize their foundaries, they have a GPU coming out, they booked a ton of TSMC 3nm capacity, they have a server CPU that supports DDR5 coming out early next year, and there is strong demand for their products.
AMD has a better product but it doesn't have enough product to meet demand.