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Nhu cầu chip AI **vượt xa** nguồn cung của TSMC, cao gấp 3 lần công suất hiện tại, theo CEO CC Wei. Đợt bùng nổ AI toàn cầu đang đẩy nhà sản xuất lớn nhất thế giới vào giới hạn. Các nhà máy mới ở Arizona và Nhật Bản sẽ không giải quyết được tình trạng thiếu hụt trước **2027**. #TSMC #AIChips #Semiconductor #ChipShortage #CôngNghệ #AI #TSMC #ChipAI #CôngNghệMới

https://i.redd.it/lcw9pxblcddg1.jpeg

🍏 Apple affronta tempesta perfetta: esplosione dell'IA si scontra con carenza di chip. Dove andremo a finire? 🤔 #AppleCrisis #ChipShortage

🔗 https://www.tomshw.it/hardware/apple-in-crisi-carenza-chip-per-boom-dellia-2026-01-14

@adr Granted, just by the hardware parts they'd loose out if they were to sell at €749 (you can thank the #AIbubble as well as #RAM & #NAND - #Tripol #Cartel and lack of #regulation for that).

OFC #retailers also want their margin, and unless one's in a position like #Apple, the #retail margin will be 10-20% depending on the market, whether it's a #online or in-presence stores or whatever. And that is already a low margin.

Everyone who expects this a €499 box is fucking dellusional at this point, because with the current memory prices and expected developments people would just buy truckloads of them to harvest the #GabeCube for it's #RAM, #SSD & #VRAM and scrap the rest.

Cuz already we're seeing the #RAM sticks that would be in it to cost €250+ and unlike #Sony or #Microsoft this isn't a #SBC they can sell at a loss unless they want to break their advertising promises and risk expensive #ClassActionLawsuits in #SueHappy #USA and extremely high return rates in the #EU respectably.

If the #GabeCube is competitive priced if not cheaper than equivalent #Desktops and #Servers then we'd see every #business with "strategic procurement" just buy literal truckloads expecting #DRAM & #Flash prices to not come down this upgrade cycle (aka. within 5 years) but still needing some machines to work with as the heightened prices - like the #ChipShortage before - will strangulate the #UsedMarket.

I kid you not, we'd rather see #scalpers and #businesses equipping employees with cash, credit cards and high-value gift cards just to pick shelves clean (just like it happens with #GPUs because that shit is now hotter on the black market than "research chemicals" because it has less risk and higher payouts).

So do expect the #Gabecube to cost way more than €749 + VAT and closer to €999 than €749 since #Poland has a low #VAT / #GST rate and is a 'low income' place (compared to the EU-Average)...

The €749 would've been more realistic by the time it was announced but the €499 never were for any non-closed system subsidized harder than the #PS3.

Thị trường công nghệ toàn cầu đang đối mặt với nguy cơ thiếu hụt chip nhớ nghiêm trọng do nhu cầu xây dựng hạ tầng AI tăng vọt. Các hãng lớn như Dell, HP, Xiaomi và Lenovo đã cảnh báo rằng giá sản phẩm có thể sẽ tăng mạnh trong năm 2026.

#khủnghoảngchip #giátăng #côngnghệ #trítuệnhântạo #Dell #HP
#ChipShortage #PriceHike #TechNews #AI

https://vietnamnet.vn/dell-hp-va-loat-ong-lon-canh-bao-gia-thiet-bi-se-tang-manh-do-khung-hoang-chip-2467074.html

Experts urge Gen Z to focus on AI-proof skills, US Black Friday spending set to decline, job market tightens, X faces troll surge, and Honda slips in global sales amid chip shortage.
#YonhapInfomax #GenZ #ArtificialIntelligence #BlackFriday #Honda #ChipShortage #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=92598

Nexperia, một cái tên không quá quen thuộc nhưng lại là "nút thắt" quan trọng của ngành công nghiệp ô tô toàn cầu.

Công ty này hiện đang chiếm tới 40% thị phần chip cơ bản cho ngành ô tô. Vị thế thống trị này khiến họ trở thành một phần không thể thay thế trong chuỗi cung ứng ở thời điểm hiện tại, gây ra không ít khó khăn và khiến hàng loạt ông lớn xe hơi phải lao đao.

#Nexperia #chip #chấtbándẫn #côngnghiệpôtô #khủnghoảngchip #chuỗicungứng
#semiconductor #automotive #supplychain #chipshortage

Google is in advanced talks to rent #Nvidia Blackwell AI chips from #CoreWeave, highlighting the ongoing struggle of major Nvidia customers to secure chips. 🔥🤖 #AI #TechNews #Semiconductors #CloudComputing #ChipShortage #NvidiaChips

ترامب يهاجم تايوان: هل تتأثر شرائح الجيمنج القادمة؟ https://pixelarab.com/2025/02/23/%d8%aa%d8%b1%d8%a7%d9%85%d8%a8-%d9%8a%d9%87%d8%a7%d8%ac%d9%85-%d8%aa%d8%a7%d9%8a%d9%88%d8%a7%d9%86-%d9%87%d9%84-%d8%aa%d8%aa%d8%a3%d8%ab%d8%b1-%d8%b4%d8%b1%d8%a7%d8%a6%d8%ad-%d8%a7%d9%84%d8%ac%d9%8a/ #ChipShortage #GamingHardware #GamingTech #Nvidia #PCGaming #PixelArab #Semiconductors #TechNews #Trump #TrumpTech #TSMC #USManufacturing #بيكسل_عرب

Japan is tightening export controls on advanced chips, lithography equipment, and cryocoolers for quantum computers, with new rules effective by late May. 🚀🔬 #TechPolicy #Semiconductors #QuantumComputing #Japan #ExportControls #ChipShortage #Innovation

Source: ByteDance plans to spend up to $7B to bypass US chip sanctions, aiming to access Nvidia chips outside China in 2025. A major move in the tech and sanctions saga! 💡🔌 #ByteDance #TechSanctions #Nvidia #USChinaTensions #ChipShortage #GlobalTech #SupplyChain #TechNews #AI

Doritos: A Salty Savior in the Global Chip Shortage #chipshortage #Doritos #humorousnews #Satire #techindustry https://lighthousenewsnetwork.com/doritos-a-salty-savior-in-the-global-chip-shortage/?feed_id=11133&_unique_id=674b1feb8dd46

Huawei and SMIC are facing challenges producing chips for the Mate 70 due to US restrictions, potentially delaying its September release. #Huawei #TechNews #ChipShortage

My best ambient track is a @adafruit jingle about finding parts that I just slowed down 2000%. https://todbot.bandcamp.com/track/where-in-the-world
#ambient #chipshortage #adafruit #paulstretch

No change in focus, my ass! We already have seen where their focus is during the pandemic. https://arstechnica.com/gadgets/2024/01/raspberry-pi-is-preparing-for-an-ipo-in-london-for-likely-more-than-500m/
#Pi #raspberrypi #ChipShortage #BigBiz #IPO

I was looking to upgrade an older Desktop and thought "DDR4 surely can't be that expensive now" 😮

#chipshortage #dram

@arstechnica I think the Nvidia CEO is purposely setting expectations in favor of his company. TSMC and Intel are building fabs in the US and it won't take 20 years. It is more like 2 to 5 years, but we also need more college grads to get the skills required to operate these fabs to achieve true independence. It would also help to clear a path on the visa program to bring in more people with this specialized skillset. #Nvidia #TSMC #Intel #ChipShortage

https://arstechnica.com/tech-policy/2023/07/tsmc-delays-us-chip-fab-opening-says-us-talent-is-insufficient/

Old telephone exchange boards always have some useful parts 😁

#electronics #salvage #chipshortage