AIB price inflation on the horizon

With COVID, speculators, and mining behind us, we have seen an expected drop in gouged pricing in the channel. The big three—AMD, Intel, and Nvidia (AIN)—may have to reverse that. High-end AIB retail prices over time.   TSMC, the foundry that now builds all the AIN dGPUs, announced a 5-9% price increase for 2023. Assuming other components on an AIB don’t also go up, and that dGPU suppliers and their AIB partners don’t get too greedy, that should translate to a 10% increase in the channel. The price increase comes at an awkward time for the AIN gang as demand