this post was submitted on 09 Nov 2023
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A ban in China creates higher supply, reducing prices.
Nah, China will still get them, will just cost more to have a proxy buy them and then resell.
You realize that the dies are exported to china, assembled on a card and then exported to the rest of the world right? Taiwanese companies have moved all of their production to China. There is not much left in Taiwan. Only Gigabyte has some left.
4090 is going to have low supply for the remaining of this cycle and it's not going to be better for 5090. The cost it takes to move back the production to Taiwan, for a consumer card is too high. Sure they will assemble H100s and up in Taiwan no problem. Not a consumer grade card. The price will be passed on to the consumer.
Funny how increasing supply chain cost will reduce price.
Except the cards were being made in China. You might want to look at any 4090 and see if you can find one without a Foxconn label.
That's a good point, and will disrupt supply in the short term. However Nvidia has a LOT of manufacturers all over the world. Tooling up for more GPU production takes months, not years. The hard part is the processor. Nvidia has had a lot of time to prepare for this. I would be surprised if they weren't already able to plug any supply gaps.