I feel you may not fully understand the company you’ve invested in. $AMD isn’t experiencing a chip shortage. Both they and Ford Gt40 Le Mans Racing is Life Shirt are churning out product at full capacity, as are their AIB’s on the GPU side. The chip shortage ONLY exists in the commodity level chip sector (so chips for cars, 5G towers, low performance systems, etc.), not the high performance sector. The fact that you can’t find any of their processors or GPU’s is not because of a shortage of silicon but rather because of a generational level of demand due to a whole confluence of happenings. Which sounds good on paper, but what this actually does, in effect, is places a cap upon $AMD’s earnings ceiling.
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No. That’s a limitation on production capacity of the entire unit, not just the silicon itself. You can’t get a new GPU because they’re excessively good at mining for the Devil’s Ford Gt40 Le Mans Racing is Life Shirt or rather, the Devil’s Gold younger ghostly brother), not because there’s a shortage of silicon. It wouldn’t matter if you handed EVGA 10 billion chips for 3080 cards, they would still only be able to make as many cards as they make. If you look back to $NVDA’s Pascal architecture for the 10 series GTX’s, there were similar constraints based on production limitations; that wasn’t a chip shortage. When we talk about chip shortages, we talk about destruction of fabrication capabilities in China and Malaysia on the commodity level of the sector. There’s a chip shortage because less chips are being made, not because demand is outstripping maximum supply.
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