AMD Lowers Revenue Forecasts Due to Disappointing CPU Demand – Computers – News

However, ignore other factors, as chip manufacturing has also become much more expensive. Where a 16nm TSMC wafer costs + – $ 4000 at the Fab, N5 (and possibly N4 too) is now a multiple, market researchers speculate + – $ 16,000 per wafer. And that’s not the only thing, the manufacturing of masks and other stuff now collides with hundreds of millions of cutting-edge processes, where it used to be much lower.

But also look at the chips themselves, the GA102 was a 471mm2 chip with a relatively inexpensive process.
AD102 is 608mm2 on a very expensive process node. So they can make a lot less of it for 300mm wafers, while that wafer alone is much more expensive.

Other factors such as inflation and the extremely weak euro also do not help. The euro alone causes prices to rise by + -20% compared to 2 years ago. That RTX 4090 FE that were to cost € 1949 would therefore have cost around € 1560 instead of € 1950 if the euro had not collapsed, which would have kept the price roughly the same as the RTX 3090 FE.

These are obviously things that people quickly forget or don’t include in their thoughts at all, but which have a huge influence on current prices.

It’s not just Nvidia (or AMD) trying to keep margins high, it’s obviously part of the story.

[Reactie gewijzigd door Dennism op 10 oktober 2022 16:47]