this post was submitted on 19 Nov 2025
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[–] luciole@beehaw.org 8 points 4 days ago (7 children)

Big opportunity coming for emerging players in the GPU market.

[–] DdCno1@beehaw.org 15 points 4 days ago (1 children)

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.

[–] humanspiral@lemmy.ca 5 points 4 days ago

Chinese emerging players who are shut out from tsmc/taiwan/ROK chips and memory sources.

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