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OneEng2
replied to the thread
Question
Zen 6 Speculation Thread
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18A is much more expensive than N2 if costs are correctly accounted for IMO. The entire industry needs to realign to the fact that...
Jun 2, 2025
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OneEng2
reacted to
jpiniero's post
in the thread
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Zen 6 Speculation Thread
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Most of the market is Corpos and their Corpo machines. They will just buy older stuff instead.
Jun 2, 2025
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OneEng2
replied to the thread
Question
Zen 6 Speculation Thread
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It is the number I have heard from quite a number of sources. Also, your assertion that N3E prices are at 20K/wafer may be incorrect as...
Jun 2, 2025
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OneEng2
replied to the thread
Question
Zen 6 Speculation Thread
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Great example. Counter example was leading up to P4 where Intel pushed its production clear up to the point where the 1Ghz PIII could...
Jun 1, 2025
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OneEng2
replied to the thread
Question
Zen 6 Speculation Thread
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The only meaningful information I can recall is that one or more of the server parts will be the first off the TSMC N2 line. Leaks...
Jun 1, 2025
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OneEng2
replied to the thread
Question
Zen 6 Speculation Thread
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I agree that this is the wild card. It seems to me that AMD would have to have already placed their bets on a process node for each die...
Jun 1, 2025
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OneEng2
reacted to
jpiniero's post
in the thread
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Zen 6 Speculation Thread
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It uses N4P for the IO Die. But yes... The "Leakers" were saying for the longest time it was using N3. They were wrong, yet again.
Jun 1, 2025
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OneEng2
replied to the thread
Question
Zen 6 Speculation Thread
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No disrespect intended for @Kepler_L2 . He seems like a straight shooter and brings good value to the conversation. I am simply wary...
May 31, 2025
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OneEng2
replied to the thread
Question
Zen 6 Speculation Thread
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This is what happens when you feed the troll.
May 30, 2025
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OneEng2
replied to the thread
Question
Zen 6 Speculation Thread
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Even without nukes, such a confrontation would create a global depression so bad it would make 2008 look like a great time to be alive.
May 30, 2025
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OneEng2
reacted to
DavidC1's post
in the thread
Question
Zen 6 Speculation Thread
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So with both sides having enough nukes to kill everyone multiple times over, and tensions greatest in many decades, the biggest worry is...
May 30, 2025
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OneEng2
replied to the thread
Question
Zen 6 Speculation Thread
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And where exactly is this from? It seriously looks like something a grade school kid put together in power point.
May 30, 2025
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OneEng2
replied to the thread
Question
Zen 6 Speculation Thread
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Wow. You got me there. How can I possibly argue with such a master of debate? @adroc_thurston Sounds to me like you are perfect for...
May 30, 2025
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OneEng2
replied to the thread
Question
Zen 6 Speculation Thread
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Well now there's a actual good point! In the high end, I believe you are correct though. TSMC is essentially unopposed on the high end...
May 30, 2025
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OneEng2
replied to the thread
Question
Zen 6 Speculation Thread
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Also, Client Zen 2,3 ->7nm Node Zen 4,5 ->5nm Node Why do you believe that AMD will now suddenly change?
May 30, 2025
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