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… TL;DR: In China, RDNA 4 GPUs like the Radeon RX 9060 XT and RX 9070 XT are available at or below MSRP due to weak demand and excess inventory, contrasting with higher prices in markets like the US. Retailers are discounting to clear stock amid a pressured global DIY PC market. …
… Nintendo has plans to produce tens of millions of Switch 2 consoles throughout this fiscal year as the company faces cost-pressured product margins. …
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… Essentially, Kyung has said that if AI companies don't start making more than they are spending, which they currently aren't doing, then those AI companies will slow down their purchases of hardware, alleviating the pressure on the market. …
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… With such compression tech making those systems run on lower-spec hardware, it could accelerate the AI push significantly. More deployment means more demand for training new models, which loops back to more pressure on the memory supply, not less. …
… The combined pressure from skyrocketing component costs and limited availability is creating a perfect storm for console makers, who rely on a stable and predictable bill of materials to lock in specifications and production schedules. …
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