Yeah I figured it was a sweetheart deal to keep the design on that process, I’m still surprised there isn’t more demand, but all the volume guys (amd, nvidia, apple) are going to wait for stability, amd might do some server chips because the margins are worth it, and they can eat yields with their chiplets.
Nvidia don’t give a fuck, they’ll stay at n5 or even n6 for the price and efficiency, they’re power gated.
Yeah I figured it was a sweetheart deal to keep the design on that process, I’m still surprised there isn’t more demand, but all the volume guys (amd, nvidia, apple) are going to wait for stability, amd might do some server chips because the margins are worth it, and they can eat yields with their chiplets.
Nvidia don’t give a fuck, they’ll stay at n5 or even n6 for the price and efficiency, they’re power gated.