Re:GPU Hoarding: ‘I Felt Like I Was Buying Drugs’
by thirtyseven on Tuesday February 13, 2018 @09:36PM
(#16372965)
Chip fab has high fixed costs that take time to recoup. If they build more capacity now for demand that evaporates by the time it comes online, they are out a huge amount of $$.
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Re:GPU Hoarding: ‘I Felt Like I Was Buying Drugs’
by Const-me on Tuesday February 13, 2018 @10:17PM
(#16373148)
> Chip fab has high fixed costs
How’s that relevant? nVidia has no chip fabs.
They use third party services. Currently TSMC but if TSMC is overbooked there’re others, e.g. for the current-gen GPUs nVidia also considered Samsung but apparently got better deal from TSMC.