Graphic chip price drop raises questions on whether end of shortage is in sight | Reuters

Così scrivevo:
L’ITRS (International Technology Roadmap for Semiconductors) nel rapporto rilasciato a luglio 2016, 20 ha anticipato la previsione dal 2028 al 2021. Quindi, in anticipo rispetto alle previsioni precedenti, nel giro di qualche anno arriveremo al limite dell’accelerazione del rapporto prestazioni/prezzo dei computer. A meno di non inventare nuove modalità di computazione.
Negli anni immediatamente dopo il 2021 questa tecnologia prenderà piede nel mercato con una sostituzione dei computer precedenti e progressivamente conquistando nuovi mercati. Quando la concorrenza non si potrà più esprimere in termini di performance, si esprimerà sul prezzo, determinando un crollo dei costi e conseguentemente un incremento della pervasività a un livello oggi difficilmente immaginabile.

Capitalsmo Immateriale, 2019 Bollati e Boringhieri, Pagg. 36,37

Source: Reuters

Graphic chip price drop raises questions on whether end of shortage is in sightI
April 25 (Reuters) – A sharp drop in graphic chip prices could presage an unexpectedly quick ending to a global chip crunch that has crippled manufacturing from smartphones to cars, and the issue will be a central one for companies reporting results this week.As Intel (INTC.O), Qualcomm (QCOM.O) and others report, investors will weigh how dampened consumer spending from inflation, China’s COVID lockdown and Russia’s invasion of Ukraine balance out supply chain blockages for microchips.

The trigger is a drop in prices of GPUs, or graphics processing units, which are the brains of gaming machines and are spreading to other uses.Analysts at Baird recently downgraded GPU maker Nvidia (NVDA.O) to “neutral” after prices dropped. So far this year, Nvidia stock is down roughly 31% and rival Advanced Micro Devices (AMD.O) has fallen about 37% compared with a roughly 22% drop on the Philadelphia SE Semiconductor Index (.SOX). Both companies declined to comment.GPU prices are still being sold at a premium, but a smaller one. Susquehanna analyst Christopher Rolland earlier this month said that the markup over manufacturer suggested retail price or MSRP has fallen to 41% from 77%.

Continua qui: Graphic chip price drop raises questions on whether end of shortage is in sight | Reuters

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