| haxxiy said: Worth noting that 3nm FINFLEX doesn't seem scale that well for higher-end performance chips (the 3-2 fin configuration): Even if GPU makers use the 2-2 configuration and the node is no more expensive than that price estimate, both big ifs, that's only a 10% increase in transistor density per $, which is really bad. That means we'll likely enter a lull on performance improvements for quite a while since even the nodes coming beyond 2024-2026 (3nm single-fin and 2nm nanosheet) aren't much better than what you see above. |
Yea likely the 4000 series will be the biggest jump in performance that we will see in a long time. Sadly it's also the biggest jump in pricing we also seen in a long time, least for the 80 class.
Bofferbrauer2 said:
Yeah, now that it's basically only TSMC and to a lesser extent Samsung, they jack up the prices to no end. For AMD, this is getting dangerous on the CPU side of things. Intel can produce much cheaper than AMD can acquire the chips at TSMC. So if in the future Intel would become totally dominant again, I'm not sure AMD could continue to compete over the price with these hikes unless selling at loss or intel really jacking up the CPU prices. |
Yea not owing your own foundry is a double edged sword. On one hand, using TSMC while Intel kept failing and delaying 10nm showed the disadvantages of owning your own foundry because when they are failing against the competition, you aren't stuck with them. On the other hand, when everyone wants the competitors foundry which in tern makes them no longer give volume discounts and raise wafer prices, that's when owing your own foundry is advantageous because now, you can undercut the competition.
AMD is certainly stuck between a rock and a hard place and the only thing that can save them is their architecture. They need to pull of what Nvidia has done in the past, just in both CPU and GPUs where they need to come out with massive improvements while being on worse nodes or wipe Intel off of the performance crown on the latest nodes. They cannot be in a position where they are charging a lot while being slower in virtually every area, especially in the CPU space where a lot of people just buys one CPU and uses for a long time.
Otherwise the wafer prices will continue to increase and not even the likes of Apple can negotiate with TSMC to bring that down.
PC Specs: CPU: 7800X3D || GPU: Strix 4090 || RAM: 32GB DDR5 6000 || Main SSD: WD 2TB SN850
