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[JEMC]

Captain_Yuri said:

JEMC said:

Either TSMC's 7nm and GDDR6 are more expensive than we think, or AMD has really lost its mind with these new cards.

By the way, here's the review roundup of this new card: https://videocardz.com/106755/amd-radeon-rx-6700-xt-review-roundup

Yea, at the beginning of the gen, I was thinking that going Samsung was a mistake but after all the gpus came out, Samsung was certainly the better choice for Nvidia. TSMC stopped giving Volume discounts to their partners and Samsung was cheaper from the beginning even before TSMC stopped giving discounts. Then on top of that, TSMC has a lot more customers competing for allocation vs Samsung doesn't have nearly as many.

AMD still made the correct choice by going TSMC due to how their architecture is. It's just that Nvidia's architecture is able to rectify Samsung's process node deficiencies while being able to produce more gpus at a lower price.

To give some perspective, I found this:

TSMC Made A Profit Of $1,634 USD Per Wafer, 2.4 Times That Of SMIC
https://www.globaltrends.us/2021/03/tsmc-made-profit-of-1634-usd-per-wafer.html
According to the latest report released by the well-known research institution IC Insights, TSMC’s revenue per wafer increased significantly last year, with revenue per wafer of US$1,634, setting a record high and leading the average price per wafer. In comparison, UMC’s revenue per wafer in 2020 is US$675, while SMIC’s revenue per wafer is US$684, but neither of these two manufacturers is less than TSMC’s revenue per wafer in the same period. half.

Data show that in 2019, TSMC’s revenue per wafer was $1,530, and from 2014 to 2020, TSMC’s revenue per wafer has continued to grow. According to IC Insights, TSMC’s revenue per wafer in 2020 will increase significantly, which is inseparable from its advanced process leading mass production.

We don't know how much Samsung gets, but I doubt it's anywhere close to that number.