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I think GPU manufacturers have been hedging their bets against the bubble popping for the last year or so (and avoiding ramping up production to reduce the 'wave of cheap cards' effect), and are possibly starting to switch over to the idea that it's not going to go away any time soon. It does give an avenue for selling off low-binned GPUs though, so could lead to larger and more ambitious dies in the knowledge that a higher defect rate can be tolerated.