NVIDIA, but also Apple and AMD, would anticipate a drop in demand according to a new report. Interest in new televisions, mobile phones and PCs seems to have declined since the “end” of the Covid 19 pandemic. Manufacturers prefer to take the lead. The objective is therefore to reduce semiconductor orders.
A saturated market? Nvidia and AMD take action
AMD and NVIDIA would therefore like to reduce orders with the main founder, TSMC, according to DigiTimes . To put it simply, AMD would like to reduce its wafer orders in 7/6 nm engraving while NVIDIA is now facing an oversaturated GPU market problem and possibly also a drop in demand for next-gen GPUs.
It obviously remains to be taken with a grain of salt, but NVIDIA now has a large stock of GeForce RTX 30 graphics cards on hand, and the company would be ready to lower the prices. There would simply be too many cards on the market, which leaves the demand for RTX 40 perplexing.
The general market situation was reflected in the decline in AMD and NVIDIA stock prices. The two stocks have fallen by almost 50% in just 6 months as reported by the always well-informed VideoCardz.