Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar...
by ndai on Wednesday September 17, 2025 @03:24PM
(#45280276)
Isn’t NVIDIA fabless? I imagine (I jump to conclusions) that design is less of a challenge than manufacturing. EUV lithography is incredibly difficult- almost implausible. Perhaps one day a clever scientist will come up with a new, seemingly implausible, yet less difficult way, using “fractal chemical” doping techniques.
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Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar...
by hollerith on Wednesday September 17, 2025 @03:29PM
(#45280347)
>design is less of a challenge than manufacturing.
If so, can you explain why Nvidia's market cap is much higher than TSMC's? (4.15 trillion versus 1.10 trillion)
Re:Alibaba's New AI Chip Unveiled: Key Specifications Compar...
by JeremyNT on Wednesday September 17, 2025 @04:02PM
(#45280696)
I'd just say "market irrationality" and call it a day. TSMC is far closer to a monopoly than NVIDIA is, and they win no matter which fabless company is buying their capacity.