With the pandemic that has sent the world into a frenzy of technology buying, the chips of our computer components have become virtually a myth. And as manufacturers soar to fill the supply gap, Jon Peddie Research has issued a notice about the dangers of overcompensation.
"The risk," says Peddie, "is that semiconductor vendors will get caught up in an overreaction and believe that 100 million new users have suddenly appeared and demand will remain high. This is not only unrealistic, nor is it. is it true (where do they come from), not this planet? "
It may be a pessimistic view, but it is based on experience.
While this may be the first time a global pandemic has affected the lack of chips, this is not the first time we have seen an overreaction to rising demand. In 2018 we witnessed it Shares of Nvidia (among others) are plummeting due to sales that did not live up to expectations and falling GPU-related sales of cryptocurrencies.
Now, we have just come out of a similar rise – this time thanks to a series of intermingled factors that toppled the market to form the tragic state of PC construction we are in today – and investors are about to fall.
But Jon Peddie and company are convinced that meeting rising demand is a bit of a trap. Nvidia and AMD certainly seem a little more hesitant to be interested in the demand for cryptocurrencies than they were before, so they may already be aware of the potential dangers that will be there.