3 ms·

Doesn't AMD have a similar issue, with the 'secret sauce' really that entire NV toolchain that is practically a monopoly?

• gdiamos 2y ago
  The problem is no differentiation If you have to do more work to port for no benefit, it doesn’t make sense except to commoditize it
  • dilyevsky 2y ago
    Better price and better lead time, if achieved, seems like enough differentiation to me, at least to enter the market successfully