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Geopolitics will absolutely be one of the largest contributing factors for years to come with electronics and chip supply.
People tend to upgrade their system every ~3 years or so, just like their phones. 3 years ago was the pandemic so a lot of people bought systems back then. Now with the ML/AI hype, some devs would likely see if they can buy hardware that'll speed up their work flow. All these things kind of align for hardware demand in the short term (~2 years).
Medium term the outlook leans negative. As more semiconductor manufacturing come online for whatever geopolitical reason, the supply will increase significantly but demand will not and some countries won't be allowed to purchase hardware.
In the long term, the outlook is very uncertain because the free market is no longer the dominant force at play. The countries that can't buy chips will try to develop their own. Companies that are dominant today will see a forced competitor emerge while missing out on revenue.
Some interesting words from Nvidia's CEO
https://www.ft.com/content/ffbb39a8-2eb5-4239-a70e-2e73b9d15f3e
and from ASML's CEO
https://archive.is/febJh
It's going to be an interesting 10-20 years for semiconductors, that's for sure.
Will the 5700G be replenished? Will it be replenished randomly or at a fixed time?
Once we recover from the backlog it will be replenished. If you want to get in the queue for pending, please create an account on our site and open a ticket.
That 5700G is a good deal
It's why its sold out right now
The shitiest thing is that now price definitely will go up because of this fuss. All will start to buy storage like crazzy, hoarders will thrive.
its just fear mongering to create demand. as long as buyers stay chill, those prices will need to be corrected.
Not gonna happen. Human nature is like a pack animal - when one goes, majority follows.
Then I wait till summer and nobody will buy computer stuff then price will go down
Thank you so much for info...
Talked to a distributor yesterday and they confirmed its mostly Samsung cutting production to increase market price. 100% Opec-like behavior.
Hardware demand is high and supply is low. How long that lasts it to been seen.
Been through a half dozen shortages, this isn't the reality.
There will be shortages, as a business the only way to get through it is to plan forward so that you aren't stuck with no inventory and idling techs with 0 growth.
As a consumer, buy low, when demand sucks, sit on the sidelines when prices are sky high.
@MrRadic is correct, these supply issues are nothing new. every few years we experience these shortages due to lower production and higher demands. Its just the nature these manufactures maintain higher prices. Just last year we saw a huge price drop on SSD and NVMe prices. I foresee there will be many sorts of supply disruptions this year. Logistics, transportation of cargo cost some of the areas we will see increased coast of good.
not to worry. these manufacturers have quarterly targets to hit, so pissing on their topline isnt exactly the best thing to do.
As a business, those who can navigate through the shortages best see booms during those periods as they have less competition. It's very important to understand that this is cyclical and you should take advantage where you can, both as a business and a consumer.
me on a i7 2600 i bought used off ebay 10 years ago: 😲
lol. guess i need to upgrade this puppy soon!
i7-3770 (2012) and i9-9900k (2019) here, not planning to upgrade for another 5 years at least. Makes no sense to spend hundreds of dollars for a PC that is at best 25% better than what I have right now.
I even have laptops from 2011/2012 sitting in a closet. Just pop a new SSD in them and they are good for anything that is not gaming or heavy development work.
I have to concur that certain SSD and NVMe drives I usually buy have skyrocketed in price recently. Hoping this is temporary, as I need to buy some more drives. Very annoying. I do think they'll come back down by the end of the sales quarter, though, as this seems like an artificial price increase after the holiday season. But who knows... I could be wrong. But I should have bought more drives a few months ago!
that's my exact mindset as well. not sure if i can hold out that long though! i got this i7 2600 for $68 used off ebay. hell, even my P8H61-M was used too. these two are still kicking! the only upgrade i did recently was a 1080 off ebay for $100. incredible card for 1080p gaming.
I would plan for Q3 - Q4, price increases are just starting.
All depends on the manufacturers and when they want to start shipping drives and memory again. These prices are becoming the new normal and unless there was little to no demand, they have no reason to drop pricing again anytime soon.
https://www.techspot.com/news/101362-back-vengeance-ssd-prices-surge-2024.html
https://www.tomshardware.com/pc-components/ssds/ssd-prices-predicted-to-skyrocket-throughout-2024
Hmmmm.... not thrilled with this....
Will be interesting to watch. I don't believe Q3-Q4 to return to great prices but I suppose it's possible. Depends on market demands obviously and who of the big NAND flash providers will break ranks first to gain market share.
Also depends on how quickly new tech comes out. Cycle refreshes to tend to put downward momentum on older stock to move it. However, for now Gen 4 and 5 NVMe's are probably not going to get cheaper anytime soon.
It's not just drives. Motherboards are becoming harder to come by. AsRock Rack, a model we typically use in a lot of our builds are now sold out everywhere with little to no ETA on restock.
Q1 2024 shaping up to be a hardware supply-chain disaster.