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> if nv does invest in more card production they run the risk of bringing that online just at the crypto market crashes, when there will be much less demand for
by Const-me 9y ago
> if nv does invest in more card production they run the risk of bringing that online just at the crypto market crashes, when there will be much less demand for cards and a flood of old mining cards on the used market
Are you saying they shouldn’t manufacture & sell more card now because that this will cost them future sales? Can’t they just put that extra income in a bank and earn nice interests on the profits that are shifted from future to present due to that crypto craziness?
- thirtyseven 9y agoChip fab has high fixed costs that take time to recoup. If they build more capacity now for demand that evaporates by the time it comes online, they are out a huge amount of $$.
- Const-me 9y ago> Chip fab has high fixed costs How’s that relevant? nVidia has no chip fabs. They use third party services. Currently TSMC but if TSMC is overbooked there’re others, e.g. for the current-gen GPUs nVidia also considered Samsung but apparently got better deal from TSMC.