Re:AMD Announces Ryzen “Zen 3” and Radeon “RDNA2” Presentati...
by remus on Thursday September 10, 2020 @10:12AM
(#24432523)
Doesn't that assume that the value of the slots is directly proportional to the price of the product you sell from those slots? That seems like quite a big assumption. For example, I would speculate that having a product shortfall (because you sold your manufacturing capacity) is going to significantly impact your market share and thus long term profitability.
Re:AMD Announces Ryzen “Zen 3” and Radeon “RDNA2” Presentati...
by my123 on Thursday September 10, 2020 @10:27AM
(#24432658)
For this generation, NV only makes the flagship datacenter/professional GPUs/A100 on TSMC, smaller GPUs are made on Samsung's 8nm process.
Re:AMD Announces Ryzen “Zen 3” and Radeon “RDNA2” Presentati...
by Klinky on Thursday September 10, 2020 @11:35AM
(#24433284)
30xx parts are made at Samsung on a process inferior to TSMC's N7/N7P. This might indicate that Nvidia's datacenter/HPC parts are worth more than AMD CPU production, but that's not very shocking. Also it would be bad business to sell your slots to your competitor, so they could have ever greater production capacity on a leading-edge node.
The fact Nvidia hasn't sold their slots to AMD for CPU production, yet AMD's GPU team has given up slots to their CPU team, tells you Nvidias GPU range is more profitable than AMD's one in this high-end market.