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Great video showing how busted semiconductors are and why Nvidia needs Intel
| https://imgur.com/a/o2g8xYK | 11/07/25 |
| ....,,....,,... | 11/07/25 |
Poast new message in this thread
Date: November 7th, 2025 6:44 PM Author: https://imgur.com/a/o2g8xYK This is a seriously good infographic and really captures the issue neatly: https://youtu.be/0L1Uyw22UAw?t=221
The fact is Nvidia hit a wall, and it's nothing they can control. It is 100% about TSMC's production capacity on its newest nodes. Apple has been getting more advanced nodes than Nvidia since the M-series debuted, but they also sell a much smaller volume of semiconductors. Nvidia is stuck at 4nm now and can't get to 3nm anytime soon.
What's also impressive about that video is the mad performance gainz from the 3xxxx series. I had no idea. I always avoided those because the silicon was made by Samsung for that series, not TSMC, so those 3080s were hot and loud and pulled a lot of power out of the wall.
You can skip to the full chart here:
https://youtu.be/0L1Uyw22UAw?t=431 |
Date: November 7th, 2025 6:46 PM Author: ....,,....,,... (http://www.autoadmit.com/thread.php?thread_id=5794749&forum_id=2,#49411009) |