News for hackers. Stuff that matters.
Re:AMD vs. Intel vs. Nvidia: How Users Are Switching by vlovich123 on Monday February 01, 2021 @01:45AM (#25986251)
I’m with you. This is a really strange situation. Unless these chips are really hard to manufacture for some reason or there’s some kind of component shortage, mobile manufacturers pump out billions of devices annually (meaning so does the supply chain pumping out the CPU/GPU SoCs). Maybe a node issue, but lasting multiple node sizes? If it’s crypto and persisted so long, then wouldn’t they have ramped up their pipelines? Is it that sales aren’t as good as they need them to be and artificial scarcity let’s them drive MSRP higher so that their revenues are a bit boosted? Maybe the flagships are way too complicated and expensive to manufacture with sales too few so that it basically amounts to nothing more than an expensive PR campaign? Maybe the real focus is primarily on cloud/mobile offerings? I really don’t know the details of the GPU business model so perhaps someone more knowledgeable can provide some insight. I’m really curious.
Re:AMD vs. Intel vs. Nvidia: How Users Are Switching by rapsey on Monday February 01, 2021 @02:06AM (#25986345)
TSMC is the one building the chips for those mobile phones, consoles and GPUs. They are the bottleneck.
Re:AMD vs. Intel vs. Nvidia: How Users Are Switching by PartiallyTyped on Monday February 01, 2021 @05:03AM (#25987272)
And they will continue to be. ASML (they make EUV machines) has a 2 year backlog and half their machines last year went to TSMC.
Re:AMD vs. Intel vs. Nvidia: How Users Are Switching by SSLy on Monday February 01, 2021 @04:57AM (#25987247)
Nvidia doesn't use them for their GeForces.
Re:AMD vs. Intel vs. Nvidia: How Users Are Switching by Narishma on Monday February 01, 2021 @07:17AM (#25988002)
They generally do, with some exceptions from time to time.
Re:AMD vs. Intel vs. Nvidia: How Users Are Switching by SSLy on Tuesday February 02, 2021 @06:27AM (#25999738)
The exception being the current generation of their consumer lineup.
Re:AMD vs. Intel vs. Nvidia: How Users Are Switching by fredzel on Monday February 01, 2021 @05:07AM (#25987287)
> or there’s some kind of component shortage There is a shortage of materials (ABF and glass substrates, PCB materials, GDDR6), that affects not only AMD/Nvidia but also car manufacturers (Toyota, Honda, VW, Ford etc.). It's caused by high demand and lower supply (due to covid)