Mining boom has lasted more than a year, driving GPU graphics and ASIC chip and other supply chain performance soar, it is noteworthy that the supply chain performance growth in the past 2 months has slowed down, the April demand for a big reduction, many highly dependent on the performance of mining companies go down, May performance, although the recovery, the market for the mining prospects have tended to conservative. Board manufacturers revealed that the mining needs of the fever, the factory video card inventory, predict the second half of the graphics industry will be called back ' prototype ', back to the situation dominated by the demand for electricity, while ASIC chip ore machine also because of the price of Bitcoin drop, countries began supervision, demand than expected, mining profiteering prospects will no longer, the future is difficult to become the relevant supply chain industry Key to the momentum of performance growth. At present, the mining equipment, including the calculation of Bitcoin-oriented ASIC machine, as well as the Wright coins, such as the main GPU mining machine, the recent bit of the mainland to launch the first design for the Antminer E3, trying to grab a GPU pie. From April 2017 to March 2018, the GPU is completely in short supply situation, and the ASIC ore machine shipments also increased, accounting for the world's more than half of the global ASIC mining machine, the size of the order scale among TSMC top ten customers, mining tide led the global related supply chain scramble to grab. But the mining boom peaked in the first quarter of 2018, March, the factory graphics card shipments of new highs, April, but suddenly reversed the decline, including MSI, Gigabyte, ASUS and shake the graphics card performance significantly recession, NVIDIA, AMD more notice the 2nd quarter of the mining demand moderated, need to watch the future market trend. Accounting for more than 70% of the world's mining graphics card city accounted for more than Nvidia or even blunt, mining-related quarter revenue will be reduced by 65%, the outside estimate of the reduction fear more than that; AMD CEO Suzy Fung also admitted that the virtual currency changes are quite large, the current demand for mining is slowing down, the second half should be continued to cool down. The graphics industry says bitcoin soared to nearly 20,000 U.S. dollars after the rapid collapse, the recent price of about 7,000 U.S. dollars, and the impact of the etheric currency, such as virtual currency price of the simultaneous decline, coupled with a number of trade anomalies and fraud, and the mainland, South Korea, Europe and the United States and other relevant government units to sacrifice measures So that the demand for mining in April reversed the frozen. Although demand was slightly thawed in May, but the current demand has been significantly reduced, the face of mining investment benefits continue to weaken, small individual miners are out, only a large amount of capital invested in the large miners are still adhering to the procurement scale is also gradually reduced, so that more than the current graphics industry inventory quickly climbed, although not yet reached the loss of clear, But sales prices have started to return to levels 2017 years ago. Mining heat no longer, the GPU graphics supply chain will be back to the original, back to the demand for electricity competition, not in the field of electricity competition to occupy a place in the manufacturers, the performance will be significantly lower. But also affected by the Bitcoin-oriented ASIC, supply chain revealed that bits of the mainland to disperse wafer foundry and DRAM procurement, not a large increase in shipments, but its hands on the orders than expected, shipments of large reduction, to force TSMC to lower the price.
