Another piece of news in the small world of GPUs that’s bound to get people talking. According to a new report, Nvidia and AMD want to reduce semiconductor orders at TSMC. You should remember that.
NVIDIA, but also Apple and AMD, would calculate a drop in demand, according to a new report. Interest in new TVs, phones and PCs seems to have waned since the ‘end’ of the Covid-19 pandemic, with manufacturers preferring to take the lead. The goal is therefore to reduce orders for semiconductors.
A saturated market? Nvidia and AMD trade
AMD and NVIDIA would therefore like to reduce orders from the main founder TSMC, it is said DigiTimes . Put simply, AMD would like to reduce its wafer orders in 7/6nm engraving, while NVIDIA is now faced with an oversaturated GPU market problem and possibly also a drop in demand for next-gen GPUs.
Decreasing prices?
It has to be taken with caution, of course, but NVIDIA now has a large supply of GeForce RTX 30 graphics cards in stock, and the company would be willing to slash prices. There would simply be too many cards on the market, making demand for the RTX 40 confusing.
The general market situation was reflected in the decline in AMD and NVIDIA share prices. The two stocks are down almost 50% in just 6 months, according to the always well-informed VideoCardz.
