ALL FOUNDRIES THAT CAN MAKE CURRENT MODEL GPUs RUNNING AT 100%
- knowing the possibility of orders and not expanding manufacturing capabilities, is plain stupid. To my opinion, the expectations certainly were lower than reality due to high miners demand, but... no admin will wait with server upgrade until one of the resource will be loaded 100% all the time, same thing with any business, one need to understand capabilities and expand as needed, not wait until bottleneck becomes a serious problem. Business is loosing revenue. Another example if you get sick, you dont wait until you will be walking dead, you start treatment as soon as you know you are sick - right? Just my opinion, a better planning will help to remedy. I dont know details about silicon fabs loads, but i dont think they were prepped well - amd is not the only product they manufacture, so i bet they can allocate resources more efficiently, there musts be something else involved besides manufacturing capabilities... (money?) Time to sleep now...
Modern fabs always run at 100% capacity. They allocate production capacity years in advance and logistics is top-notch. Simply state of the art, no doubt about it.
They might allocate some production to certain manufacturers for years in advance (AMD and Global Foundries long-term agreement, as modified usually once a year, is a good example of that) but a lot of it is only allocated months in advance.
Still makes it hard to get additional capacity QUICKLY when you have a suddenly hot product with NO warning it's going to turn crazy-popular ahead of time.
The big issue for the FOUNDRIES is the massive lead time TO expand their production - and the massive COST on recent production nodes - makes them hesitant to expand based on "speculation" when they don't have fairly firm contracts in hand AHEAD OF TIME to fill a newly-built production line.
This then hits the manufacturers that USE the foundry if they do have a sudden demand spike.
Keep in mind the TSMC was ALREADY full up, and NVidia had to go to Samsung to make their GTX 1050/1050ti models BECAUSE TSMC DIDN'T HAVE THE CAPACITY AVAILABLE - and that was BEFORE the big crypto-craze of 2017 hit.
AMD has the advantage of their "locked in priority access" to a large chunk of the capacity of GF - but they also have Ryzen being made on the same node and selling VERY well, NOT just certain of their GPU models....
Both AMD and NVidia have to be carefull about "after the crash" too, if they sell TOO MANY right now their sales DIE (probably early next year, possibly a bit longer) when the GPU mining CRASH hits and all of a sudden there are a ton of used cards on sale CHEAP killing their market for quite a while on NEW card sales.
The renewed rise in ETH price the last few days isn't going to help these calculations, though it certainly helps those that are MINING ETH already it will probably also fuel a renewed "new rig construction" boom just extending the "issue" from the point of view of the GPU chip makers, their allied card makers, and gamers (the LONG TERM and BIGGEST market for mid-to-high-end GPUs) and making the eventual "crash glut" even BIGGER.look at market cap
https://coinmarketcap.com/1 Bitcoin Bitcoin------------------------$55,762,056,812,,,,,,,,,,,,,,$3379.68
2 Ethereum Ethereum-----------------$28,423,666,122,,,,,,,,,,,,,,,$302.69
3 Ripple Ripple--------------------------$6,985,059,332................$0.182169
4 Bitcoin Cash Bitcoin Cash------------$4,862,084,192................$294.90
5 NEM NEM------------------------------$2,634,471,000...............$0.292719
6 Litecoin Litecoin-----------------------$2,507,514,730..................$47.86
7 IOTA IOTA------------------------------$1,521,325,869.................$0.547332
8 Dash Dash-----------------------------$1,507,227,839..................$201.41
9 Ethereum Classic Ethereum Classic--$1,458,056,020..................$15.45
10 NEO NEO------------------------------$1,377,680,000...................$27.55
11 Qtum Qtum---------------------$820,412,700.........$13.91
12 Monero Monero-----------------$741,660,765.........$49.73
13 Stratis Stratis-------------------$725,984,964.........$7.37
14 BitConnect BitConnect----------$567,828,072.........$88.64
15 Waves Waves--------------------$531,835,000.........$5.32
16 EOS EOS $511,528,801 $1.87
17 Zcash Zcash $475,185,840 $246.18
18 BitShares BitShares $463,963,183 $0.178604
19 OmiseGo OmiseGo $446,450,631 $4.54
20 Tether Tether $318,860,283 $0.997994
Eth is at 28 billion it has more value then alts 3 to 20 combinedThis is a fundamental weakness in gpu mining that may correct with a crash.
Or ETC could start to pick up slack. I would prefer that ETC has very strong growth for the next 3 months it should be fun to watch this unfold.
