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[Bofferbrauer2]

Captain_Yuri said:

Bofferbrauer2 said:

It's clear that AMD kept some reserve for EPYC, otherwise the desktop CPUs would be even harder to find than the GPUs are right now. In fact, pretty much all Ryzen 5000 chips are available right now at or close to retail price despite EPYC having officially launched (officially because the big providers did get chips before already from AMD), so there doesn't seem to be any need to increase the production of these chips by more than just a couple percent.

Consoles on the other hand take up a lot of storage space, so neither Sony or Microsoft can afford to order too many of them, as they simply wouldn't run out of storage space to put them. So they certainly would only increase the orders gradually to make sure they don't order too much at once.

In other words, there's a window now where GPU production capacity can increase significantly for a period of time, and it's quite possible that AMD will seize it to beat NVidia.

I doubt they are having issues with storage space as consoles are flying off the shelves as fast as they come in stock. But regardless, I do hope you are right. The sooner that PC stock levels goes back to normal, the better.

Yes, and that's why they will order more - but not a huge jump, because once the demand backlog is met, weekly sales would drop down quite a bit to a normal baseline of the respective console. Generally, this happens organically and thus there's no real big drop in sales, but if production would get increased a lot, then all those consoles risk to clog up the warehouses once the current demand backlog is met.