Hardware

long term wise the more gpus people buy the better it is for consumers since the prices would be lower as most of their expenses are fixed and not dependant on the number of gpus manufactured (that extends all the way down the supply chain to Taiwan and the Netherlands too)

So yeah, it might (and probably won't) affect the prices right away, or even the prices for 7900 specifically, but it will be accounted for when they decide on the prices for the next generation

tl;dr rip the third world

I think people are thinking longer term. If companies know they can't sell to the Chinese market, naturally they're reduce supply to match, but you still have most of the same fixed costs.

It only lowers prices for a brief period, and then it jumps significantly.

• short term = oversupply = same product for lower price
• long term = company reacts to reduced market by decreasing production & support. Price jumps. Product quality declines, and possibly discontinued if bad enough.

Sanctions dont make the market more robust or healthier. They artificially carve it into pieces, which in the longterm creates poorer products, creates monopolies, and eventually ends up enforcing those monopolies by strangling off any would-be competition.

In this example:

• Losers: amd, companies dependent on amd, all consumers
• Winners: bureaucracy, government/regulators, dell, "competition" of amd i.e. nvidia&intel, financial institutions, black markets