5 ms·

The pricing of their cards are probably fine once you consider how stupid expensive fab costs are going to be, but their PR both communicating that and their we

The pricing of their cards are probably fine once you consider how stupid expensive fab costs are going to be, but their PR both communicating that and their weirdass 4080 naming nonsense is still hot garbage. I do agree though that their long-term fundamentals are fine. They're still reactive enough to be competitive with AMD (another company with strong fundamentals), avoided amateur mistakes like going full cryptobro, and they just generally positioned themselves well in the global market.

flumpcakes 4y ago
Fab expenses haven't raised that much, meanwhile the margin for AIB has gone from 30% to 5%. Nvidia is making huge margins on their chips, probably the most of any company selling to consumers.
- paulmd 4y ago
  > Fab expenses haven't raised that much, mega wrong, 5nm is 10x the product R&D cost and probably something close to 20x the wafer cost of 28nm when that was current. https://semiengineering.com/big-trouble-at-3nm/ https://semiengineering.com/big-trouble-at-3nm/ https://www.techpowerup.com/272267/alleged-prices-of-tsmc-silicon-wafers-appear https://www.techpowerup.com/272267/alleged-prices-of-tsmc-si... the estimate I've seen is that AD102 is 2.2x the cost of GA102, I personally think that might be an undercount. Samsung 8nm was cheap as fuck, NVIDIA is using a customized TSMC N5P with optical shrink, but ironically maybe yields might go up? there were always rumors about samsung 8nm sucking ass anyway it only gets worse, 5nm design costs were $542b and comparable 3nm design costs are projected at $1.5b, for a "complex NVIDIA GPU" (a Hopper successor I guess). Node costs are probably gonna roughly double again. 6nm is gonna be very popular because it's the only node that isn't zooming upwards in cost faster than the benefits can be justified to the consumer.

5 ms·

The pricing of their cards are probably fine once you consider how stupid expensive fab costs are going to be, but their PR both communicating that and their we

by tomatotomato37 4y ago

flumpcakes 4y ago
Fab expenses haven't raised that much, meanwhile the margin for AIB has gone from 30% to 5%. Nvidia is making huge margins on their chips, probably the most of any company selling to consumers.
- paulmd 4y ago
  > Fab expenses haven't raised that much, mega wrong, 5nm is 10x the product R&D cost and probably something close to 20x the wafer cost of 28nm when that was current. https://semiengineering.com/big-trouble-at-3nm/ https://semiengineering.com/big-trouble-at-3nm/ https://www.techpowerup.com/272267/alleged-prices-of-tsmc-silicon-wafers-appear https://www.techpowerup.com/272267/alleged-prices-of-tsmc-si... the estimate I've seen is that AD102 is 2.2x the cost of GA102, I personally think that might be an undercount. Samsung 8nm was cheap as fuck, NVIDIA is using a customized TSMC N5P with optical shrink, but ironically maybe yields might go up? there were always rumors about samsung 8nm sucking ass anyway it only gets worse, 5nm design costs were $542b and comparable 3nm design costs are projected at $1.5b, for a "complex NVIDIA GPU" (a Hopper successor I guess). Node costs are probably gonna roughly double again. 6nm is gonna be very popular because it's the only node that isn't zooming upwards in cost faster than the benefits can be justified to the consumer.