I Was RIGHT!!!! (and I hate it) - Semiconductor Shortage Explained

Birt 23 mar 2021
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Ummæli

  • There may be a little delay, but nearly all semiconductor components are in shortage, even a very cheap MCU used in a 2 dollors toy. So the end users will feel the shortage after 3-4 months after the factories ran out of their stocks. Indeed, there is another key reason that never mentioned above, the Trump banned some Chinese giants, which cause more giants start buy more than their real needs to get enough stock, the trust among gloabl supply chain lost, which cause every company starts to stock chips because of fear instead of trying to sustain as lowest stock as possible before.

  • Nah it’s just bunch of people mining bitcoins

  • I was very lucky to have upgraded to a 2080 super just before all this happened. But I still want one of those fancy 30 series cards. Despite my luck, I still feel the collective pain of my PC gaming brothers and sisters. Every morning I wake up the first words on my lips are "f#%* bitcoin miners". This video won't change that.

  • For those who’s whining. Hear the word of linus. Those complaining can’t even make their own bed and throw the their trash on time.

  • Good video.

  • I heard about the shortage around 10 months ago when I heard the GM had to stop production because of a semi conductor shortage, maybe I'm wrong for equating that with this video but I remeber hearing about it.

  • Screaming "f you miners" while promoting GPU mining just a couple of weeks back, what a hypocrite

  • As a miner, 😝

  • bought a 3080 on Release date, still not arrived...

  • if you turn on the captions, someone uploaded the wrong file apparently about 11:00

  • Linus secretly runs bots to snatch GPUs and CPUs so he can make vids

  • Hold on to most of you cash. Continue to rock out the older PC's and gaming consoles until this pandemic is over for good. 2023.

  • Chevy and Ford were making Ventilators. A highly computerized piece of medical equipment. 3 million from each. Each machine has a lot of semiconductors.

  • Someone else that got it right. #1 reason there is a shortage. 6 million Ventilators.

  • This video hasn't aged well in regards to GPUs. Right now GPU supply problems are 100% crypto mining related. In mid April there just isn't any other reason for the shortages of GPUs, at least nvidia GPUs. 1. Its been 7 months since the release of the 3070/3080. Thats more than enough time to adjust to the increased demand. 2. Nvidia was originally unhappy with Samsung's yield on the GPUs but reports a couple of months ago indicated that Samsung had solved the yield problems. 3. Samsung fab space and time isn't anywhere as in demand as TSMC (AMD). Samsung just doesn't have as many as big clients as TSMC does. Companies like Apple use TSMC as does Qualcomm and of course AMD.

  • well my 1060 rips right now . but i wanted a 3060 .... but now i cant do it . it went from 400$ to almost 1000$ markups . from some guy in another country just to markup the price almost 2x the value .

  • Music is fucking annoying

  • I'm just so grateful that I went ahead and built my newest rig right at the start of covid. I was of the opinion that people would buy stuff out just cause they were stuck inside none the less everything else... Lol basically what he said actually happened

  • good thing I quit playing video game so don't care about cards anymore

  • offcourse it because the fcking covid 🖕🖕

  • Tl;dr: We're still screwed for the immediate future. Also, f*ck Crypto Miners. Period.

  • The man who pushes PC parts just suggested you wait on buying parts and instead spend your money on local companies that are truly suffering from this pandemic... I like this.

  • Spending that money at a local business would be great if I owned more than one computer. My computer is very old and in sever need of an upgrade. I don't want the best I just want a GFX card that can run a few older games and be able to surf the internet. I'm one of those people hit hard by the pandemic, don't have the coin to buy a GFX card at this pricing, so I'm stuck using onboard GFX for now. I guess it could be worse and I could have no computer at all so I'll consider myself one of the lucky one's

  • got distracted reading the captions. now i have to rewatch this video 😑

  • windows pcs are a waste of semiconductors

  • lost me at the nauseating music at 1:05

  • Me watching while playing Factorio: I’ve been here before

  • 4:18 sorry that I am under 18 what did I do wrong

  • Why didn't you mention those fuc**** scalpers? Those as****** using bots buying away new cards instantly for stock price and selling these cards then 3-5 times more expensive.

  • In Modern Living Rooms Everyone Using "SoundProof Curtains" That Stops Outside Noise by 80% (25 Db) Tested. Check Here: livesoundproof.com/best-soundproof-curtains/

  • I love the end message. Please support local!

  • I just wanna say: I've been watching your videos for years. I work in the entertainment sector doing lighting and video for concerts and other major events. As I've had not anywhere near as much work this past year I've watched your videos more than ever. That last little bit about the service and entertainment sector was really classy. +10 forever.

  • Scalpers are the biggest scums

    • True but for scalpers to jack up prices they need a supply and demand imbalance, they can't create it themselves. So scalpers greatly exacerbate the problem but they aren't the cause.

  • Weapons Grade Unobtanium...

  • Wait half a year and you'll be buying most of these in cheaper then ever prices... Unless they artificially boost their prices...

  • Thank you Intel Chief Financial Officer claiming all the GPUs are going to gamers, I appreciate your disinformation.

  • Romans 6:23 esv For the wages of sin is death, but the free gift of God is eternal life in Christ Jesus our Lord. #TurnToChristAndLive

  • Guys please fix the subtitles after 10:34. thanks!

  • Huge clap for your "spend some cash in local business" comment... Kudos!!!

  • Hello, would anyone have any numbers as to how big the demand is when compared to the supply of GPUs? I could really use this for a project.

  • Ordering a new car has been a proper pain in the arse. Can't be bothered going through that again for a new GPU.

  • Crypto crash! Crypto crash!

  • Crypto miners will ALWAY be a problem, because of how much stock they waste on pointless and unstable currency, and how much energy they also waste on that pointless currency Like, people think usual gamers with their.... AMD 12 core cpu overclocked, high speed ram/SSD, RGB lighting, and 3090 waste electricity.... yeah, how about a giant ass bay filled with 3090s and 3080s :V That’s a power waster if I ever saw one. Gaming PCs have a use

  • If i was part of a cult, i'd definitely think the end is nigh. Global plague, drought, earth warming, continents on fire, riots everywhere. And on top of that i can't complete my gf's pc build because of chip shortages.😅 I'm seeing old and used cards that barely perform in HD at the same price-range rx 5700xt were at launch.

  • So the semiconductor shortage has the same reasons as the ammunition shortage: exorbitantly high supply

  • And this is why you should NEVER give unlimited power over your life to politicians and government for ANYTHING. Dangerous freedom, my friends.

    • huh? Too much Koch brother libertadism for you.

  • If you're in Seattle order food from Snappy Dragon. That's my local business plug. lmao

    • I looked it up. What a, ummm, interesting shade of green for the outside.

    • Thank you, i work in a federal cyber-security department which goal is to find online scammers. Giving your family's buisness name is going to make my job a lot easier! More seriously, i'm just a webdev with a strong advice: don't go down this path. You can find well paid honest jobs as JS dev, especially in the current economic climate (though given your sorry-ass site you're going to need some more studying, feels like a "_back to the future_" remake with it's 90s design), and you're terribly awfull at covering your tracks. I mean, commenting your JS in chinese while advertizing with your YT bait accounts for a chinese restaurant (that is most likelly run by a family member...)? Lad you're sloppy as shit, you're going to end up with a 6 digits fine to pay if you keep that up... At least make the effort of writing the code to be generating your various accounts messages. These video-custom hand-made commentaries are a nice touch, but that's way too much work! You could at least make the effort of automating the process for god sake!

  • For GPU, I am quite sure it's the mining. Many desktop resellers in China now have large drops of sells due to the high-rise price.

    • Yeah, its been 7 months since the release of the 3070/3080 and 5 months since the release of the 6800(xt) and stock is now harder to find than ever and prices keep going up. I was lucky enough to grab a 6800xt in Feb and now the same seller is listing it $160 more but its never in stock. There is just no reason that this problem is continuing and actually getting worse.

  • ZPG -- all u need to know : )

  • linus for prez.

  • I was going to build a PC, but it looks it will take 1 to two years to be finished :(

  • 4:15 24 hour version please.

  • I have several older PC's and laptops that had slowed to a crawl by being choked with old Windoze products... I changed the oldest (over a decade) over to Linux (Pop OS and Mandrake) and it is back to life and running as strong as more recent systems and are now my workhorses for certain applications... Others I just flushed and revamped... yes, I now have several systems running. but I am also able to easily split my workloads among systems so that my newest system can be dedicated to the most intensive programs/games without issue... I also can run resource heavier programs on other systems and just move data around on the network instead of taxing the heck out of one system by trying to run everything.. Prime example is running ISmem videos and tutorials on a separate machine from my graphics / CAD machines... Doubling the "electricity load is still measured an a couple dollars (at best) per month as opposed to several thousand dollars for a single system to carry the heavier load.

  • I logged in after watching this on another device just to say: the pacing, editing, and narration of this video was on point, informative and interesting. Well done!

  • CEO Nvidia Asian, CEO AMD Asian = Production in Big Scale in Asia. Asia won't take $ and attack Bitcoin. Asian production stop = Asians are racist : ). Crypto Theory I broke much faster than You ];-D. PS Next step Intel must make CPU(GPU dedicate in one Motherboard) and broke business miners : ). PS Another help when Matrox from Canada made gamer GPU ];-D. PS Corporation buy Linus for this blabla : ) I don't trust you now siya. You don't know, but not much more Tantal in this World...soon chips business just broke.

  • It's a LOT cheaper to make caps and boards, than to run a fab.

  • Stalefish board company in bel air, md. It’s a skate, surf, snow, and clothing company run by two great guys.

  • Just bought a new pc with a 3080 in it. First one from Gigabyte was dead had to send that back they replaced it with a Asus Tuf. That one works flawless. According to the tech i was talking to during the RMA said they have had a Massive influx of the Gigabyte 3080 dying during shipping or shortly after they arrive in the customers hand. So stay away from gigabyte till they fix their shit.

  • 10:30 as hilarious as I found that, it seems the deaf community will miss 2 minutes of your ranting lol

  • Closed captions are going haywire around 10:30 and forwards.

  • Subtitles are out of sync

  • You're missing the upstream supply chain and you're bitching about the wrong type of miners...well, actually the people/companies who do the "exploration" bit. LME Copper price has basically doubled over the last 12 months. It's "stabilized" around $9000USD/MT, right now (for how long?). Copper is required for all technology; I can't think of any industry that doesn't need copper in some way or another. Why has it spiked? Well, CoVID primarily--keeping miners out of the mines. A strong secondary reason--sourcing new copper deposits and opening new mines is down. That is something worth bitching about.

  • Interesting video. This is why a lot of hosting companies ended up as big sloppy conglomerates. It's cheaper to buy another company and yoink their datacenters than it is to plan and build out a new one. Or it used to be. I can't even begin to imagine the cost involved with building or expanding a fab facility with all that expensive gear.

  • i hate that you are right about it

  • means to do so PLEASE check out their stream, buy their album/merch, and support the bars & venues that host them. It’s been a rough year for us!

  • Things are about to get really tight for everyone. The world has so many problems it’s just untenable.

  • Maybe if we didn't throw semiconductors into LITERALLY EVERYTHING, maybe the shortage may not have been so bad.

  • The problem with GPU's is Crypto Mining and pandemic price gouging. When a 3080's ROI is 3 months, it's fueling more and more mining speculation. Don't BS us, it's the unforeseen demand variable.

  • Am I drunk or was it more than 6 minutes till he said supply chain? Supply wasn't weak, Demand wasn't esoteric, it was the chain that was weak. Supply chain could not adapt quickly enough because a whole lot of money is tied up in paying out to investors then to paying into things to grow.

  • Or maybe we need to build more Semiconducter facilities in the USA just like TWSC and Intel are doing. People buying more, sure. That will blip the system, but there are shortages across the board in all raw materials. Raw materials America doesn't make anymore. Do some critical thinking on this.

  • I work on firmware development for ECUs in cars. Our team is looking to change the microcontroller on which we worked for last 2 years to a different one, just because we won’t be able to get those in time. And we have a product release at the end of 2021. It’s crazy.

  • I think China is just pouring salt in the wound

  • Yes but we must focus on the REAL problem here. *The labor wages*

  • Out of curiosity, I looked on ebay to see what my 1080ti would fetch. It's about £560. I bought it 2nd hand at the peak of the last shortage for £700, more than 2 years ago. That is insane.

  • you starting to look like a messi.

  • Yes, keep banning Chinese tech companies...

  • What about Global Foundries, the former manufacturing arm of AMD? They are not in the high end game? And are cars using chips on the latest

  • Do people really think that factories can just magick up capacity within months or even weeks? This is bleeding edge tech, not your run out of mill paper clip factories. Are people really this entitled and stupid? Ahh yes they are.

  • Oh cmon.. gamers gamers. It's shit narrative. Commercialism mindset of the west. Are you people can't stay with your hardware for 1-2 years and you constantly need to buy newer shit?! That's complete waste of bullshit paper money.

  • I notice *a concentration of 'essential infrastructure' like semi-conductor factories on US territory* , following the steady rise of US AMD market shares and the decline of Israeli INTEL. And I take not of it as geopolitical signal - arguably, towards _a 'war economy'_ . www.scmp.com/tech/enterprises/article/3086998/how-covid-19-changes-geopolitics-semiconductor-supply-chains

  • "Fuck you, minors".... I'm sure that bit of video won't be used against you as a meme...I mean...this is the internetz. People are super nice here, right?

  • I am not really a "big breasts" guy. Can't we just recall all the breast implants from women and make more video cards? My Thors and Marines in Stacraft never let me down.

  • Margaret Thatcher would have loved you.

  • So miners and scalpers and kids wanting to upgrade their Dell is the reason... mkay lol

  • Lots of great info, and you are scratching the surface of the real, underlying problem... Demand! Crystal ball says that when you print trillions of dollars, it will devalue the currency, leading to inflation, and at onset, lead to frivolous spending on things like fps... Dopes.

  • "Now for the GPU's - It's the minors" I knew that those fortnite cards would bring a market crisis through their moms credit cards.

    • I watched this on a HP work station from 2007. Just make do with what you have.

  • But have you ever thought about the shortage could be because of the Suez canal blocking?

  • I doubt the fun's over. Just imagine what the demand forecasts look like after this. A situation that everyone mostly agrees is temporary (perhaps a new floor for the number of office drones freed from the cubicle) spikes demand. Do you even want to meet that demand? Worst case, you're just left with a ton of excess capacity and waiting for the next pandemic to make it make sense, hopefully while that new capacity is still technologically relevant. I mean, yeah. There's a bunch of other economic ripples from this that look like they might stick around a while, but this? I don't know, but I'm doubtful.

  • The ccp are also buying huge swathes of semi conductors for their hypersonic missile program.

    • Instituting a hefty tax on the selling of GPU's will greatly reduce the shenanigans. Mandatory reporting. Also the government should keep track of anyone hoarding GPU's, etc.

  • Wanted to built one myself but nothing decent to find within my budget so I went for a pre-built. I know it's a no go and the steal won't make me utterly happy but the market forced me to buy a brandnew damned Dell Xps with a cursed i9-11900K, a 1 TB M.2 PCIe NVMe and a RTX 3060 Ti for the price of one single, secondhand rtx 3070! 1500 eurobucks in total that is! I Hope the thing won't explode since it's underpowered with 500 watt. Regrets will be felt in 2023 when the prices has plummet. But life is too short to not have some pasta yet. Coroner-19 does the world no good!

  • Laptop rout it is

  • I never knew I was living in Iraq although I was there in 2013. I am currently living under The Great Dynasty of Great Britain And Ireland.

  • I'm not going to buy 3rd gen. Fuck it. I'll wait until 4th gen.

  • It's very simple. People used their gubmint checks to buy RTX 3060 instead of buying food and wiped out supply

  • Let's force everyone to choose between Smart Phones & Laptops & Desktops

  • Linus... We here in Germany are in Lockdown since November 2020. I would LOVE to spend money on local businesses, but our gourverment is stupid as hell and has no other solution then "Lockedown" all the time. And everybody sees, that this strategy does not work..... So I REALLY need a RTX NOW! ;)

  • I read that ASML makes the machines that TSMC use to make chips. They were told to ramp down production before Apple gobbled up their capacity.

  • I'm here only to give you like. FU*K YOU MINERS!!!

  • Toyota isn't affected by the chip shortage because they stockpiled. You should really research what happened with Huawei and how much foundry resources they booked out in advance of the embargoes going into affect.

  • Are you going to do a new 1500 dollar comp build. Sigh, I was finally looking forward to buying a new pc since I gave mine away long ago. Hmm... Samsung... I really hate that company. I really hate the Genghis Khan Finances of asia, Fuck those people just steal and make crap... My reference is in history of korea electronic and rag trade of the asiatics under the unified japan model of the prefecture that aggressive took over global share while utilizing its Han dynasty babylon shops/ er temples to disrupt other localized or regional nations, whilst also doing and betraying Germany to some regard, so yeah, business as usual, using other groups to eliminate their problems da consolidate over the market, same as Ram design, or the micro-processor out of California sold to sony, etc... just like apple using 40 year old de classified tech to the market place... beginign to see the capital abuse market more then the national or paitalism actual market... which forces dependence, which often how tributary system of imperial ask worked, they force nations to compitualte after they udenrmine their self autonomy, China, Textiles. Technically ram is textile also... yep.. who cares about law, certainly undermining life of destroy it doesn't seem to be a thing in the asiatics, that entire peninsula when asia in classic times was a tiny little country, acted and consolidated power over vastregiosn with the same type of warfare model of undermining, They did the same thing in the BC state once in power, they only hire their collective unless you interbreed with them, its not that there isn't money and they also collapse sectors in the public office to sell it private and then act in the use of money to gain ratio, so basically pilling for fiat money, rather than gold, so people are not dying having gold removed like with the roosevelt nonsense, but it certainly seems a civislatnion is being quite bombarded by the lawless brigade and its strange sentiment that someone in a governing system states they can act and o no wrong in their actions , Icould go into the governor general utilizing the tax dollars to give money to foreigners for free housing and education, while then using the migrant waves and india to give these people authoritiative position over the canadian realm, all this came form the bolsheviks and the oppression of women victim narrative for 120 years. Weakening the positions of males in the western society, because these groups hate men that call out bullshit and state no... and will kill another human that crosses their abusive line. How they get around this is micro manage aggression into the people why we see shooters and men in society rampaging because the governing system is paid to disrupt and bully individuals its not really community, and its a systematic type of warfare.. The idiots invovled do more damage for simple money to buy foreign power goods they serve rather than actual building or serving the nation at hand. So yeah .. even so much as asia, with their bold statements of we come to take what Christ had given to you because we deserve it, which is the same sentiment of the jim Krom tribe in the melanisians place from the ww2 when americans (conglomerate of natives) stopped and boxed in japans aggression. Certainly a strange world... of eradication and excessive nonsense. I and heavy on national extremism against all asians since they all and any other human that carry ideals form their other area,s since they operate to steal and serve not the land or value but simply the imperial master... their means of dissipation and money nonsense is really strange, which impeded all the active men and works post ww2 and on ward, simply by control gin the finances over countries and areas whilst raping and pillaging al the natural resources to build their glass homes.. since they didn't provide assets but undermined it and they utilize the psycho breeds like the Foggers offspring that are simply murderers for hire.. A strange world.. I wouldn't say england was an ice place either with its inventions and also links to the same financial heresy like with bit coin. Currency of universe is energy and electricity, so basically the unit of work, Our work is judged by man power, and men and women use these as a ratio to the work needed nd means of forward money is a relation simply of that work to trade for food, but there is a donor system of honesty behind it. IE the person that is gathering the food, is participating in the building of the nation and its movement of people an important job, thus the aggricutlural council, these outlets across canada, were stripped cleaned and replicated in asia. So yeah.. I have never seen a more fucked up thing on this planet then how asia operates. It strips anderaases nations by taking good ideas nd then destroying them where they found them.. is that like some serious fucked up hatred? anyways... I just wanted to know if you were going to do another cheap mans build.. hmm