What emerging players? You can’t just whip up a competitive GPU in a jiffy, even if you have Intel money.
Also, unless they are from a different planet that has its own independent supply chain, they’d have to deal with the very same memory shortage and the very same foundries that are booked out for years.
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Big opportunity coming for emerging players in the GPU market.
DRAM shortages affect everything. There’s no wiggling out of that through alternative GPUs.
What emerging players? You can’t just whip up a competitive GPU in a jiffy, even if you have Intel money.
Also, unless they are from a different planet that has its own independent supply chain, they’d have to deal with the very same memory shortage and the very same foundries that are booked out for years.
Chinese emerging players who are shut out from tsmc/taiwan/ROK chips and memory sources.