Sony increasing the price of the PS5 in selected markets

[Bofferbrauer2]

SvennoJ said:

Bofferbrauer2 said:

The chip crunch is ending though, and the prices should now come down. TSMC can't continue increasing their prices anymore without alienating their customers. GPU prices are already coming crashing down hard, with most GPUs now being half the price they had half a year ago. CPU prices are also dropping, and both are due to too much offer and too low demand. 

The only ones who are still really under the chip crunch is the automotive industry, but that's due to the chips they use are all on older design processes (14nm and up), which have for the most part been replaced by more modern processes. This is on them though, not the chip fabs, and they need to fix that problem themselves.

So really, the exchange rates coupled with the inflation (making other parts and shipping more expensive) seems to me to be the only valid reason, as chip pricing could only have been an issue until a couple months before the announcement.

The Chip bakers also feel the pressure of inflation
https://www.theregister.com/2022/07/14/intel_plans_price_hikes_for/

So the supply may be coming back, the margins aren't. And still no PS5 in stores :/

That's not really comparable.

Intel's margins crashed down over the years since the release of Ryzen, as they had to make increasingly large chips to be able to compete with AMD. Larger chips => less chips per Wafer => less margin at the same price point. For instance, Kaby Lake (the first competitor to Ryzen) was 125 mm², but Alder Lake is with 215 mm² almost twice as large, which means less than half as many chips per wafer, and Raptor Lake will be ~260mm².

Intel Shareholders are wary because of both the last quarterly report (which was pretty bad) and Intel's fab-building plans (which will cost tens of billions). Raising the prices is mostly just to keep those happy, otherwise the EPS (earnings per share) would collapse and and with them, the market value of Intel proper.