2nm wafer price expected to increase by 50% compared to 3nm wafer
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vestibule
The future is bright.
The future is chiplet. 🙄
alanm
Nvidia's formula: 50% increase in chip costs = 100% retail price increase
SeriousSkeletor
God have mercy on us 😕 😕
TheDeeGee
I can find better waffles for cheaper, and they taste better.
H83
I think sooner or later companies will stop using the best nodes for the consumer because of the ever increasing wager prices.
The exception might be Apple with their unlimited money chest...
mohiuddin
And it worked pretty well so far......
Valken
This...economy of scale as it will price everything out of market as it has shown, at least for consumers.
Krizby
next gen price are high means resale price of current gen will also be high, just sell your old GPU and upgrade LOL
juzz
"The upcoming surge in prices for 2nm wafers has substantial implications for manufacturers like Apple, which faces challenges in maintaining profitability, especially for high-end products that utilize the 2nm process."
Some serious marketing spin there. Just to justify raisin prices even more. It's not like apple has ridiculous profit margins in their high end products to begin with. They will just double the price increase and make even more money with these wafers and blame it on increased production costs.
Apple revenue for the quarter ending September 30, 2023 was $89.498B. I think they will do just fine.
Mpampis
It's been a while since advancement was meaningfull in GPU technology.
Both AMD and nVidia seem happy to pay more for smaller nodes that allow same perf with less power, then upscale power a bit more.
And, of course, increase their price. At this point, all we're doing is giving TSMC money to build new fabs.
TLD LARS
I know that they are lying about the nm so 2nm will not have 40% more chips on it then 3nm, but there will still be 10-20% more chips on 2nm if the wafer size and chip transistor count is the same.
The 50% higher prize for the wafer should then hopefully produce 10-20% more working chips per wafer, when all refinement and improvements are done on the new 2nm manufacturing line.
fantaskarsef
Might be the first time I actually do this, considering I'm gifting my 2080Ti to my best friend, and still will get a 4090 so late in the cycle.
schmidtbag
Seems we're almost at a point of diminishing returns. Bear in mind that the main benefit of shrinking the node is getting more usable dies out of it. If the die isn't small enough, shrinking to 2nm might not actually allow for another die to fit. Alternatively, if the yield isn't at least as good as 3nm then just a few defects could negate whatever production advantage 2nm had. Nowadays, it doesn't seem like die shrinks really help much with performance per watt, so this to me seems like a steep price increase without much advantage.
AuerX
World economy and pricing changes:
https://i.imgflip.com/8aon85.jpg
TLD LARS
The 4090 is 200€ more expensive today then it was 3 months ago.
icedman
lets just hope AMD with their chiplet design can mitigate most of the costs by only using the 2nm on the shaders and keep the rest of the gpu inexpensive with 4/5/6nm chips, unfortunately AMD seems to just follow Nvidia on prices and only stays cheap enough to compete a bit.......
