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[BSN] nVidia GF100 Fermi silicon cost analysis

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http://www.brightsideofnews.com/news/2010/1/21/nvidia-gf100-fermi-silicon-cost-analysis.aspx

"In the case of nVidia GF100, the best they can expect at 40nm is 60% yield. Realistic goal is 40% and nVidia is going to end up with 24x24mm die costing $131 [40% yield] and in fairy tale land, nVidia is going to pay only $87 per chip. Now, if nVidia would have to pay $131 for a single GF100 - that would not be that bad, given the current cost of single AMD Cypress die is $96. For as long as you're under $100 per die, you can count your blessings with TSMC's 40nm process. Reality is that AMD can easily reach 60-70% yields with Cypress and they will drive the cost of a single Cypress ASIC to anywhere between $54-64 [70 to 60% yield]. Thus, cost advantage AMD, no matter what happens. "

locked per OP's request (about 4 posts down) -Admin DrPizza
 
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Sounds like pure speculation. 60% is the best they will ever yield? Highly unlikely. The cost advantage is for the GPU only. PCB and memory costs can erase those deficits on a card basis. And they act like because AMD has been selling CPUs based on 40nm Nvidia has no experience with the process. Isnt the GT210 on a 40 nm process? Also they have been working with the process on their tapeouts.
 
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