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I wonder why Nvidia doesn't establish it's own fab business. It might be a good fit for them.
by DeathArrow 3y ago
I wonder why Nvidia doesn't establish it's own fab business. It might be a good fit for them.
- dataking 3y agoAFAIK the cost of producing semiconductors on a leading-edge node are so high you are forced to aggegate demand across seveal chip designers. Intel offering foundry services is evidence of this dynamic. Edit: grammar.
- DeathArrow 3y agoTrue, but aside the internal demand I don't see why can't they get external customers. I think Samsung did the same.
- jabradoodle 3y agoI assume they don't want to loose focus on software, which is currently their moat.
- fennecbutt 3y agoEconomics, I'm guessing. They got enough money floating around recently that they would've done it by now, if it made em more money. Their pockets are flush from crypto and now AI.