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Building more fabs is the general solution to the demand in silicon. And that's happening. But in the context of "I'd rather they have scaled up the demand", w
by TomVDB 6y ago
Building more fabs is the general solution to the demand in silicon. And that's happening.
But in the context of "I'd rather they have scaled up the demand", where "they' is Nvidia (or almost any other fabless semiconductor company), it's not a solution because it's impossible for them to build fabs or to foresee and plan for the supply chain disruption that was caused by COVID-19.
- Tenoke 6y ago>it's impossible for them to build fabs or to foresee and plan for the supply chain disruption that was caused by COVID-19. This has been happening for half a decade, it is not remotely a COVID issue. And no, they can't build their own fabs but they can certainly invest (either directly or indirectly by securing larger orders at a higher price even more years in advance) all the premium so there's at more fabs at an earlier time.
- TomVDB 6y agoIt was only 2 or 3 years ago that AMD and Nvidia had to deal with a massive glut of silicon due to the collapse in mining. Securing even more years in advance is a recipe for repeating that.