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But don't forget that TSMC's margins for massive bulk purchasers like AMD will be lower than the average.
by tankenmate 4y ago
But don't forget that TSMC's margins for massive bulk purchasers like AMD will be lower than the average.
- logimus 4y agoYup, obviously they are aware of AMD competition and can adjust their margins accordingly.
- MrBuddyCasino 4y agoDoes TSMC even have non-bulk customers at 7nm/5nm/4nm? I would have thought the mask costs are so high that it isn't economical except for the biggest companies.
- mastax 4y agoCerebras has probably bought less than 100 7nm wafers, total. Though they may have gotten many more sales than the last I checked. Tesla Dojo is probably about the same. I've seen loads of random chips like that on 7nm. I guess it depends what you consider "bulk".
- shaunsingh0207 4y ago7nm yes, 5nm/4nm not as much, apple pretty much bought out the entirety of 3nm. 7nm is a relatively mature process at this point.