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[SA] Nvidia comes somewhat clean on their quarterly conference call

post #1 of 14
Thread Starter 
Quote:
This brings up the question of why if yields are lower than hoped for, and wafer start capacity is desperately short, did Nvidia dump all their early 28nm capacity? Related to that, what happened to the 28nm Fermi shrinks that were on the roadmap? This is pertinent because on the call, the possibility of substituting 40nm chips for 28nm shortfalls was brought up.

That answers our question about Nvidia being able to supply Apple, it looks like they will even if they can’t get enough 28nm wafers. Logic dictates that others won’t be so lucky, and that brings up some rather nasty political ramifications. If AMD can supply 28nm GPUs,one has to wonder about the design wins Nvidia is counting on for Ivy Bridge. Where the chips end up lying is unknown, but low yields and wafer shortages to satisfy high demands are not a recipe for keeping customers.

http://semiaccurate.com/2012/02/15/nvidia-comes-somewhat-clean-on-their-quarterly-conference-call/
post #2 of 14
Wow.The thing that I really hate is Apple hogging up TSMC's production in the future.
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post #3 of 14
He makes some good points on Nvidia's missing mobile line up, 28nm capacity constraints, and others getting chips out on 28nm.
post #4 of 14
oh lord its happening again. process shrinks and nvidia do not like each other it would seem
post #5 of 14
Quote:
Originally Posted by Redwoodz View Post

Wow.The thing that I really hate is Apple hogging up TSMC's production in the future.

im sure apple pays more then nvidia or amd for their waffers


+ apple sales way more chips..

ipods,iphones combined ammounts to alot
Edited by Fr0sty - 2/15/12 at 11:54pm
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post #6 of 14
You would have thought they would have learned from past mistakes.
post #7 of 14
Reminds me of the Fermi days...
    
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post #8 of 14
Why Nvidia even bothers with Apple, I don't know...
     
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post #9 of 14
Quote:
Originally Posted by Imglidinhere View Post

Why Nvidia even bothers with Apple, I don't know...

Why Nvidia even bothers about one of the biggest company in the world. I don't know ...




MAY BE MONEY ??? $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
post #10 of 14
Quote:
Originally Posted by Imglidinhere View Post

Why Nvidia even bothers with Apple, I don't know...

I despise Apple more by the day. frown.gif
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