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- May 28, 2019
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The new year is off to a rough start for some after orders from Corsair, and now ZOTAC were cancelled and then re-upped at a higher price.
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I think it is easy and simplistic to lash out at Corsair and Zotac. I am not dismissing or forgetting any behavior just keeping perspective that those companies and many others are also victims of the AI boom and greedy chip makers.
GEEZE - I just AI'd how long and how much to open a new fab. Takes twice as long in the US too.
12-18 months in Taiwan
4.5-5 years in the US
25+ billion US $ for state of the art facilities