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Discussing TSMC, IFS, AMD, Blackwell, and Taiwan w/ Jon from Asianometry

🕑 Added 2024-04-13 01:16:33 +0000 UTC

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TMCPayton

Howdy, Other than manufacturing silicon products and fasteners, what are Taiwan's biggest industries? Thanks

The Immortal Cameraman

With talks about Nvidia shortening Blackwell and Rubin launch times by using cheaper nodes, I think many people have lost the plot: AMD is challenging Nvidia. When you look at product launches between both companies over the years, you'll notice a particular trend: Nvidia will try to punch down AMD's momentum, or throw cold water at it, whenever AMD directly challenges Nvidia in any way. We saw this with the admittedly overhyped Vega vs 1080Ti (launched preemptively after Vega marketing hype), RTX 20 Super, the RTX 30 Ti launches (Save the 3060Ti), and even the recent 40 Super launches. We know Nvidia won't sit still, but I have to ask: did Radeon Instinct finally reach a level of performance, or price-to-performance, that put some kind of pressure on Nvidia? We know Nvidia doesn't make these kinds of moves when AMD's far enough behind, but I'd like to hear your perspective on the matter