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Comment by waschl | Hacker News Reader

What I couldnt find out so far is what the chip manufacturers are producing instead of automotive chips then? There must be another industry which has a significantly increased need or will get a lot of chips earlier than planned. Wondering which industry that will be.

Cant be the GPU market either ;-)

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Basically everything we use? Many many things have electronics inside that is chips and as demand have moved from services to things there is more things bought, thus more demand. Then add to this some distortions... These are chips in question, not that there is not also demand on high-end. But that is also makers learning that it's better for them to constrain supply. RAM for example was at one point very cheap.

It actually is GPUs and CPUs.

AMD growth is gone through the roof in general computing, and they're the sole supplier for both PS5 and Xbox's CPU and GPU chips. Unlike Intel who have their own fabs, AMD is locked into TSMC - and when auto manufacturers relinquished slots, they went in.

Nvidia ships a boatload of chips for Nintendo Switch plus GPUs for almost all altcoin miners that can be mined with GPUs and everyday regular gamers.

Car manufacturers released all of their slots at the beginning of 2020 so those were sold to the entertainment industry instead. Turns out there is a price on not dying and it's "a car instead of public transportation".

Maybe it's some state actor piling up bitcoin miners :p

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