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CPU crunch in motion !?!?
https://asia.nikkei.com/techasia/a-cpu-crunch-and-alibaba-s-latest-chip
So far this year, quote prices for CPUs -- the heart and brain of electronics devices -- have increased by an average of between 10% to 15%, and some even higher, said multiple sources with direct knowledge of the matter. Intel and AMD have recently told clients they will increase prices for all series of CPUs from March and April, respectively, they said.
Wait times for CPUs have also lengthened significantly, from one to two weeks to an average of eight to 12 weeks, while in some extreme cases extending to six months, the sources said.
The stronger-than-expected demand for general servers and storage servers amid increasing demand for AI inference was a key reason behind the crunch, as Intel and AMD have both prioritized their capacity to address this demand, further squeezing supplies for PC use.
Comments
Well, for a start I find the linked source questionable, basically just a finance journalist blathering basically without structure about this and that. And your quote is just one part of that long unstructured blathering, again, from a finance perspective.
My view: yeah currently every chip (and related) company and their dogs is trying hard to milk the ai hype. Until it pops.
Be that as it may, the base line it boils down for the average Joe Enduser (plus quite a few companies) is this: Either pay way more -or- use much less!, the latter likely to the re-discovery of slim systems. THAT in my view is the solution, at least the smartest one for many. And (with a bit of know-how) it's easy to do. Code "get rid of bloat!". You'd be surprised to see that "in the dark age" that is, one or even 4 decades ago, we ran businesses on 486 processors and 256 MB of RAM was only found in mainframes *g
We did have word processors, spreadsheets and even diverse graphics software! Businesses did run well without "tile" interface nonsense and gigabytes of eye candy and cluelessly hacked crap code bloat! In fact we even felt modern and trendy with Windows 95.
I myself do not feel threatened at all. I still have quite a few "old" PCs, mini-PCs, and notebooks. A propos: When my main PC broke a few months ago I had to temporarily use my old-ish Dell notebook (4 cores, 16 GB memory, large NVMe + SSD) ... and I could work (and surf) almost normally.
But for Windows 10 and 11 users who feel that their 12 or 16 core Ryzen is somewhat sluggish a hard period is coming I guess.
Btw. wrt rising energy costs, I always cared about energy efficiency. A lot. That's one of the major reasons I didn't use a dedicated graphics card since over a decade. For my (modest) needs the built-in graphics of today's (and yesteryear's) processors was and is more than enough.
That's reasonable take. Financial reporters trying to pump CPU quotes because of what appears to be slow running market squeeze, while it could have been the market reacting to spiking prices which caused speculation among distributors.
This may explain
https://futurumgroup.com/press-release/can-the-cpu-market-meet-agentic-ai-demand/
Windows 10 and 11 is bloated. Somewhere along the year, the recommend ram went from ~512MB with XP, ?G with Vista, 4G with windows 7, 8G windows 8, and growing cpu, ram& disk speed requirement with 10&11.
From your new link:
"Discrete CPUs"
How am I supposed to take the output from that clueless blabla idiot seriously?
To avoid misunderstandings: I mentioned Windows 10 and 11 mainly because even many Windows fans seem to dislike it. linux (many distros) is not really better, bloat everywhere. Pretty much the same with the web. Bloat everywhere and pretty much everything has got enshittified.
He has a degree and did research. You don't have a degree and you refuse to do research. How are we supposed to take the output from you seriously?
Yeah that’s what happens when AI demand starts eating the whole
Windows sucks. stop using it unless necessarily. KDE Plasma in any arch based distro is so good.
I had an old laptop with Windows 10 on HDD. It was so slow, the boot takes ages and it lags in everything, can't even view a document.
Installed CachyOS KDE Plasma, Libreoffice and a browser. everything worked well and the boot takes just a few seconds (on HDD).
I've even tried playing games on my main PC with it and had a very good experience.
Same here—CPU prices are up, waiting time is longer, and RAM hikes have pushed total build costs 2–3x higher. Hardware planning has become a real challenge right now.
I think the hike can't be stable before 2029-2030 ........
I will just add 1 thing, you can make up your's after this.
~3 weeks agoo I decided to order a DELL ATG
core ultra, 64 GB DDDR5, LTE, GSM RS232 modules and so on, so a fully loaded ATG from DELL to replace my Panasonic CF54 MK2 as the CPU inside after 10 years it is a SNAIL.
That piece of shit ATG was ~4450 Euros + TAX at that moment, last week I got a mail with a delay of another 4 weeks as, well, parts issue +250 Euros price increase.
Now, I highly doubt the issue here is RAM or AI in the delay.
Likely to be oil crisis, so shipment costs more. However, what doesn't make any sense is the 4 weeks delay. That's more than enough time to ship from China to US then to Europe.
Have you checked the price difference with US. It might be cheaper and faster to pick it up yourself.
Iit's getting painful to even see the prices. Anh more when you're rather picky
Nahh, I got the premium Warranty, so I have to stick to the EU distributor for that to happen.
🤣🤣🤣🤣🤣🤣
Please give update when it finally arrived. I'd suggest calling the distributor every week or so for ETA updates