Saturday, September 23, 2017

Crypto Demand For NVIDIA GPUs Very Strong

According to this analyst, demand for NVIDIA GPUs may "cool" come December because of  DRAM shortages and crypto bans.

The GPU/motherboard OEMs noted GPU pricing was up ~25% in the last six months. They also noted zero inventory of GPUs in the channel and constrained short DRAM supply and pricing also affecting GPU shipments. Coming off a very strong SepQ, there are also expectations in the supply chain that DecQ GPU sales could be muted in pricing and demand on recent cryptocurrency bans and DRAM shortages.