Soundwave said:
Well that's an easy one ... game hardware prices don't go down the same way any more because advanced node processes aren't going down in price. In the past, no one really needed high end nodes day 1 other than some gamers for game consoles/gaming GPUs and that was a small audience overall. Today, AI spend is bigger than some entire large countries' GDP, and then on top of that you have the massive smartphone business with Apple doubling down on having to have the top design node every year ... this has sent process node prices through the roof. The modern nodes are at such a small size (8nm to 6nm to 5nm, etc. etc.) too that the complexity of mass producing those chips has just stayed high. If you thought companies' were going to eat significant tariff costs on top of that, you were being naïve anyway. That was never going to happen. Tariffs are a tax the consumer pays largely. Plain and simple. |
Agree. And I would add Crypto mining to that.







