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> Having said all that. The other side of argument is that there is currently no reason why AMD cant doubl, triple or even 5 times the revenue with its existing
by mattashii 6y ago
> Having said all that. The other side of argument is that there is currently no reason why AMD cant doubl, triple or even 5 times the revenue with its existing R&D budget.
I would argue that fab capacity at TSMC is very much a limiting factor [0], putting AMD in the same spot as Intel by selling practically every working chip produced. This puts a cap on the amount of units sold, and with that a soft cap on the revenue. Doubling revenue at this point would mean doubling prices, which would be very unhealthy for their turnover.
The fab production capacity problem is even worse if you consider that basically all current and coming products by AMD (CPUs and GPUs for any of PS5, laptop, PC, server, the new Xbox) are produced on 7nm or 7P, and therefore compete for the limited fab-capacity available.
[0] https://wccftech.com/amd-7nm-wafer-production-set-to-double-in-2h-2020-7nm-capacity-at-tsmc-currently-fully-booked/ https://wccftech.com/amd-7nm-wafer-production-set-to-double-...