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Discussion on: An analysis of the $82 million eBay Scalping Market for Xbox, PS5, AMD, and NVIDIA

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Alex Casas

This is a really great breakdown of the huge market of scalping and the inherent lack of shortage of the newest silicon. I think a major factor behind this entire shortage would be an underestimation on the part of both AMD and Nvidia of the demand for the newest technology. I think a cool area to dive into would be the power that TSMC holds because they are the major providers of silicon for the newest hardware for AMD, Nvidia, and many others. How does relying on only one source for the silicon affect the availability? I see this is a good question to pose because Intel is having no shortages due to a stronger supply chain as a response to the shortages in 2019 and also owning its foundries and rarely outsourcing.

I recently covered the hardware shortages across all sectors and the information you found really gave great insight into the lucrative scalping market as well as the lack of stock. Even if the stock is low for AMD, they are still on track to a $1 billion increase in revenue meaning its focus is going elsewhere than the production of consumer products. I linked the article down below if you are curious.

wccftech.com/nvidia-amd-are-facing...

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Michael Driscoll

Glad you liked the article and loved what you wrote! I agree that the shortage of TSMC's 7nm silicon is probably the bottleneck. Everyone needs it, and there's never enough. From a Tom's Hardware article tomshardware.com/news/amd-to-becom... one could probably estimate roughly how many chips AMD is getting, and NVIDIA doesn't even make TSMC's top four customers, and AMD's limited supply is going to their CPU/GPUs, Xbox and PS5. If you ever investigate more I'd love to read about it.