[Antony]

Autor Dr. Strange

Dostupnost će biti ekstra koma, sve 3 kompanije na 5/6nm procesu.

TSMC već odavno nije bottleneck, već supstrati. AMD/Intel/nvidia svaki imaju svoj supply chain što se toga tiče. To je jedan od razloga zašto bi npr. štancanje DG2 GPU-ova na N6 nodeu trebalo poboljšati dostupnost grafa pošto Intel ima jako dobar supply chain (MLID je to već objašnjavao u par svojih videa).


Također -> https://semiwiki.com/semiconductor-m...-versus-apple/

To be clear, wafer agreements are signed 2-3 years before the chip makes it into HVM and TSMC can build fabs faster than that so there will be no N3 shortages for anyone who signed a wafer agreement (apple, AMD, NVIDIA, QCOM, etc…). If they need more chips than what they signed up for, which happens, there may be shortages. This is how TSMC and the foundry business works. It’s all about the wafer agreements.