The Fermi Thread - Part 3

[LordEC911]

40nm should be cheaper, they pay roughly the same price per wafer but get many more chips.
And lower clocked DDR5 is cheaper, obviously.... and I don't know why they would use fast DDR5 and downclock it (if that is what you are implying).

Nope, they pay more for the newer wafers.

I just quickly googled and over the past years, NV has been the biggest or among the biggest customers.
If I was in TSMC's position, I would be trying to keep NV on my good side no matter what. ATI will eventually move to GloFo, but NV doesn't have to. And you don't want to lose two of your biggest customers, that's for sure.

Or maybe I'm completely wrong, it's just fun to speculate sometimes

The difference is, Nvidia uses the node once it is mature and have a high volume. AMD/ATi has a lower volume but hops onto the node as early as possible and helps develop it. I'm sure each company gets discounts based on their involvement.

Ok, how much more .01, $10, $100, or maybe $200000?? I mean we can assume costs are what we want to imagine them to be unless somebody slipped the invoices out to somebody who leaked real cost its all assumed.

I don't know how many times the bom cost argument has gone on about Nvidia loosing money on gpus only to see solid financial statements to the contrary.

A few thousand more.
Too bad financials aren't broken down per SKU...
BOM for a single product |= profitability for the entire company.

maybe not common sense. i cant tell you how much bom is and i have common sense.

tdp is 30% more and heatsink is not larger than 5870. they hire companies for good thermal solutions which helps when you have a power hungry card.

vram isnt a huge portion of costs on high end cards unless you use top bin ic's.

maybe you could show me some information on the cost from a research firm. im not paying for that. even if gf100 isnt profitable its not a big deal. high end and ultra high end is more about reputation than profitability.

So you don't think the GTX480 heatsink costs more than the 5870's?

I have posted the info from a research firm before, I will see if I can find it again.