Mpampis:

It could. But I doubt Intel's induction to the GPU game will drive the demand for GPUs to increase. Which could mean that TSMC will still have to provide the same amount of silicon, but with a different distribution ratio.

That'd be a problem, because then three GPU manufacturers will be bidding higher and higher for a larger cut of the pie, raising prices.

ooo whas dis? https://abload.de/img/l8jwo.jpg

I cant wait for @Hilbert Hagedoorn to make a Intel GPU/Drivers section here on Guru3D. Now crazy is that?

Why isn’t there more competition in the foundry business? Why are all the chipmakers dependent on these few foundries, for YEARS

Raytracing with 1FPS at best . Support is support 😀

Sukovsky:

Why isn’t there more competition in the foundry business? Why are all the chipmakers dependent on these few foundries, for YEARS

Foundry business is an extremely expensive and risky one, where companies have to spend billions to advance to better nodes. There are very good reasons why 90% of top companies are fabless and use the foundries of others.

Sukovsky:

Why isn’t there more competition in the foundry business? Why are all the chipmakers dependent on these few foundries, for YEARS

There are at least two reasons. Among them are the cost of entry is massive. A modern, state-of-the-art fab will cost in the $10B range - that's ten gigabucks. Second is the technology. As we can see, very few companies are capable of large scale manufacture of chips at ultra-small nodes. They can be counted on one hand with fingers to spare. Intel has failed spectacularly for a few years now and have been surpassed by Samsung and TSMC and you can be guaranteed others are also in close pursuit. What I am surprised by is the lack of joint ventures. There are still some now, mostly involving memory, but not nearly as many as there used to be. This would be a great time for Intel to align themselves with someone like TSMC or Samsung and build a new fab somewhere. They might find more eagerness with one of the second-tier companies like Global Foundries, LG, or Philips. On the other hand, Gellsinger might pull some heads out of some backsides and get Intel back on course.

Fox2232:

Not about demand. But about price of supply. TSMC has limited production capacity. If you want what AMD/nVidia want, you'll have to pay more when negotiating capacity. And then they'll top your bid. And price of silicon goes up => GPU's go up in price as result.

all true except TSMC actually has capacity and they're spending $60+ billion on *new* fabs @ 3n the funny thing is Intel has already "spun" the production node but those fabs for the improved 7n are already in place and not at capacity. i have the same p.o.v., but Intel actually has the infrastructure and logistical supply chains to fulfill demand. Intel doesn't need AIB's either. i don't expect the cards to be anything special but in the current market they don't have to be. a completely mediocre but widely available card would be the Tortoise against the Nvidia/AMD Hare.

Fox2232:

If there was free capacity at TSMC. Why would Sony/MS/AMD/nVidia have troubles with supply? One can blame crypto-something on GPUs, but on consoles?

Sony and M$ supply problems are a fraction of the issue with enthusiasts. there are more next gen consoles being shipped to market than enthusiast product. period the simple fact is that consoles are a far larger market. show me one gpu being given away in a national television marketing campaign you cannot because there are none. No AIB is the size or has the market penetration of either Sony or M$, or even more importantly remember they are the goose laying the golden eggs for AMD and profit from the earliest iteration plus custom silicon. they also are not as dependent on gddr6 supply as their contracts predate the current situation or 30xx/rx5800/5900. the situation for the consoles is a good thing for them with more pent up demand than for next gen gpus combined from all manufacturers. and the pace of delivery is far outstripping ANY gpu release. it is truly apples and oranges

Kevin Mauro:

Wonder if Intel will use their new capacity to compete EDIT: (and) or build more to scale

neither it's a holding action to remain relevant while new regime is doing what the old should've done two years ago. this simply keeps DG2 on time

Intel making GPUs isn't driving a chip shortage. It's not even PCs or gaming. It's that everything on the planet has a chip in it now. Car makers have slowed and stopped production over chip shortages. And miners suck too, as always.

Kevin Mauro:

Yeah I am happy about the new management... and I agree. Far as holding action... hmm I mean they’re still building more fabs why people say things like Intel is only leasing space from TSMC or whatever makes no sense to me. It’s no secret there’s yet another fab just about ready in Chandler

yes Chandler, Beaverton and Israel. but only 3 fabs for the node formerly known as 10nm

IchimA:

Mostly interested for a third party to the table . Maybe prices come back to AFFORDABLE levels .

Maybe they might have flood hit the factory and drive prices up too they never go back to original prices, Prices have got stupid from gpu/storage over the years cpu are sort a kind cam down? maybe depends how you look at it Everything has chip in now and almost everything connected to internet or wireless in some how, the would is not completely hack able 😱