GPU stock could soon improve and get much better from mid-2022

Date:
Tue, 25 Jan 2022 14:52:18 +0000

Description:
Lets hope this rumor is on the money, as we could do with some good news in the graphics card world.

FULL STORY ======================================================================

Graphics card stock levels could improve in the near future, and the overall situation might improve markedly as the second half of 2022 rolls around, going by the latest from the grapevine.

This is according to a report from DigiTimes (flagged by Toms Hardware ), which contends that ABF substrate shortages thats Ajinomoto Build-up Film substrates, one of the building blocks of a board like a graphics card are going to be greatly reduced after mid-2022.

So hopefully, as the middle of the year rolls past, we should see
considerably better availability of graphics cards, with DigiTimes pointing
to ASRock and PowerColor (which make AMD cards ) being poised to ramp up
their production levels at a gradual pace throughout the second half of 2022.

Indeed, the stock situation could begin improving before then, as the aforementioned ABF substrate woes will begin to ease after February, so from March onwards, we should see things pick up a bit. All of this assumes that the sources DigiTimes spoke to are solid and their predictions pan out.

The report further asserts that graphics cards will continue to sell
strongly, and prices will still stay at high levels throughout the first half of 2022. That said, we are seeing indications that card prices are starting
to fall right now, but they are still way, way above the manufacturers recommended price although any drop is more than welcome, of course. Analysis: Broad optimism that things will get better later in 2022

As Toms points out, theres been other buzz on the grapevine about the situation with ABF substrates, and the likes of Singapores Business Times believe that the shortage is going to be a far longer-term crisis
potentially continuing over the next few years. That report is now four
months old, mind you, but still, its a big difference from the prediction
made by DigiTimes.

We can but hope the latter is more on the money, for the sake of the whole tech industry which uses ABF substrates, not just GPUs. And whats also cause for optimism in terms of the potential easing of graphics card stock problems is the forecasts recently made by Nvidia and AMD.

AMDs CEO Lisa Su has said to expect that chip shortages and supply issues should get better in the second half of 2022 , and Collette Kress, Nvidias CFO, has echoed those sentiments . So there is a broad feeling out there that later this year, things will improve at least for GPUs although of course
no one has a crystal ball, and not everyone shares this optimism (Intels CEO Pat Gelsinger is still in the camp which believes the chip shortage could
last through until 2023 ). Check out all the best gaming PCs



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Link to news story: https://www.techradar.com/news/gpu-stock-could-soon-improve-and-get-much-bette r-from-mid-2022/


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