If you were clinging onto the hope that the everlasting stock issues surrounding gaming hardware would ease by July as AMD originally indicated, you might want to take a deep breath because analysts now predict it could take at least another year, if not more, before we can get our hands on the best graphics card and best gaming CPU once again.
We're currently in a perfect storm of inflated demand driven ever higher by gamers during lockdown, a lucrative hustle from scalpers, and interest in new GPUs from crypto miners, combined with a slow response from the semiconductor industry that lacks the resources to adjust capacity. In turn, lead times are extended to give foundries ample room to fulfil orders, leaving stock few and far between.
According to J.P. Morgan analyst Harlan Sur, via MarketWatch, demand is currently between 10% and 30% greater than the current output, which could take up to a year for foundries to catch up to. After that, it could take an additional three to six months to replenish distribution channels, getting the products into the hands of chipmakers like Intel, AMD, and Nvidia.
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