<story><title>When important components become scarce: CPUs, GPUs</title><url>https://www.igorslab.de/en/if-important-components-will-become-shortage-cpus-gpus-console-chips-and-other-components-as-complex-handle-object/</url></story><parent_chain></parent_chain><comment><author>coward8675309</author><text>The paranoid conspiratorial tone of TFA is a symptom of what&amp;#x27;s wrong with the Internet and therefore humanity:&lt;p&gt;&amp;gt; The big brands that are ultimately at stake (Sony, Microsoft, NVIDIA, AMD) all talk about “demand exceeding supply”. Oh, really? [New paragraph.] It is a rather evasive explanation, without any communication about the actual state of their supply and production lines…&lt;p&gt;The dark secret? Not only is demand GREATER THAN supply, but supply is — wait for it! — LESS THAN demand! OMG, they&amp;#x27;ve been covering this up the whole time! And not only that, current events and world affairs are contributing to this situation! When will the sheeple wake up?!</text></comment>
<story><title>When important components become scarce: CPUs, GPUs</title><url>https://www.igorslab.de/en/if-important-components-will-become-shortage-cpus-gpus-console-chips-and-other-components-as-complex-handle-object/</url></story><parent_chain></parent_chain><comment><author>est31</author><text>Really interesting:&lt;p&gt;&amp;gt; With the exception of the current RTX 3000 (Samsung), all market launches of the year 2020 rely on the 7-nm chips from TSMC. ARM-SoC manufacturers such as Qualcomm also use 7 nm and have only recently moved capacity from Samsung to TSMC. TSMC is currently pretty much alone in the market with this technology and the production lines are therefore working at full capacity. A sudden increase in production is therefore not possible.&lt;p&gt;&amp;gt; A special insulating film, the so-called ABF substrate (Ajinomoto Build-up Film), which is indispensable for etching chips in 7 and 5 nm, has also become increasingly scarce and scarce in recent months. The prices for this film are said to have risen by 40% and the waiting time is said to have increased to up to 4 months.</text></comment>