Quote Originally Posted by Piotrsama View Post
The article is not signed by Charlie, even though it seems his style of writing.
Ah, my mistake. It's from the same hive mind though.

Quote Originally Posted by saaya View Post
but why do you say they didnt cut their rnd?
they did... not as much as that guy first wrote, but they did... right?
Their quarterly R&D expense has been hovering around 200m for the last 2 years. It's not a sign of anything.

and what does tsmc have to do with it? i thought 40nm yields were fine now?
I was referring to the bolded part above where SA claimed Nvidia should throw money at R&D as if that would magically solve all their manufacturing/yield problems.