COVID-19.
- factory closures and employee issues.
- supply chain issues due to covid.
- wfh demand.
- gaming demand.
- trump tax tariffs. Gpu exemption expired in January. I’m not sure if CPU’s are affected.
- factory closures and employee issues.
- supply chain issues due to covid.
- wfh demand.
- gaming demand.
- trump tax tariffs. Gpu exemption expired in January. I’m not sure if CPU’s are affected.
Mining and the new consoles take tons of silicon. And everybody is competing for the same fabs.
Supply chain problems and tariffs aren't doing much (if anything). Fabs run 24/7 365 and we just can't make enough chips