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Don't the ASICs compete with the same fab capacity that fabs GPUs, RAM, SSDs etc.
by ivewonyoung 6mo ago
Don't the ASICs compete with the same fab capacity that fabs GPUs, RAM, SSDs etc.
- svnt 6mo agoYou’re fractionally right with GPUs but RAM and SSDs run on different processes at different fabs.
- marcosdumay 6mo agoThey compete with older GPUs. Not new ones, not RAM, and not SSDs.