VGC: Switch 2 Was Shown At Gamescom Running Matrix Awakens UE5 Demo

[sc94597]

zeldaring said:

sc94597 said:

Deal with whom? Nvidia isn't going to lose money paying too much to TSMC (or Samsung) if they don't have to.

Your delusion that Nintendo, a very conservative company when it comes to risk-assessment and investments, and which has gone through cyclic sales shocks, is stockpiling hardware for years is much more speculative. Especially, as you noted, there was a chip shortage between 2020-2023 (which is likely why they canceled the Switch Pro.) 

Edit: Plus there would be evidence of this in the financial reports of all of the companies involved.

Well they been saying they wanna make enough consoles where they won't have shortages. Nvda especially can't catch up because ai chip demand so it would make sense for them to make a deal and start manufacturing in 2021. this guy would not be confirming 8nm if he didn't have a reliable source and he's also ppointing all the things he got wrong but well have to wait and see, my bet is he is right.

That's not how this works. You don't guarantee  stock by overpaying during the peak of a silicon shortage (that was in 2021) three years before you plan to release the platform in question.

You wait to invest when prices drop and yield rates increase through a new node process. 

And if you are Nintendo, a company that has gone from selling 105 million consoles to 13 million and then back up to >130 million, you don't start to manufacture your next platform 3 years early when sales projections are far less precise. Again, especially during the peak of a silicon shortage.