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> but will not pursue the high-end market mostly because of their limited TSMC slots Your second assertion that they can make more money from a CPU wafer than
by steffan 6y ago
> but will not pursue the high-end market mostly because of their limited TSMC slots
Your second assertion that they can make more money from a CPU wafer than a GPU is probably correct, but assuming they don't abandon the GPU market entirely, they will still be using fab capacity to produce GPUs.
If they're using limited slots for GPUs anyway, doesn't it make sense to focus on the high-end high-margin parts first?
- sjwright 6y agoIt makes sense to focus on the GPUs with the highest price per area of die. And remember that the larger the individual chip, the more of the wafer is lost to part failures. So for this rumour to be plausible, AMD’s better GPU tech would probably require larger chips.