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AIUI Wafer marginal cost is lower than you'd expect. I had $50k in my head, quick google indicates[1] maybe <$20k at AAPL volumes? Regardless seems like the eco
by kristjansson 2y ago
AIUI Wafer marginal cost is lower than you'd expect. I had $50k in my head, quick google indicates[1] maybe <$20k at AAPL volumes? Regardless seems like the economics for Cerebras would strongly favor yield over wafer area utilization.
[1] https://www.tomshardware.com/tech-industry/tsmcs-wafer-pricing-now-usd18-000-for-a-3nm-wafer-increased-by-over-3x-in-10-years-analyst https://www.tomshardware.com/tech-industry/tsmcs-wafer-prici...