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ivewonyoungyesterday at 3:55 PM2 repliesview on HN

Don't the ASICs compete with the same fab capacity that fabs GPUs, RAM, SSDs etc.


Replies

svntyesterday at 4:15 PM

You’re fractionally right with GPUs but RAM and SSDs run on different processes at different fabs.

marcosdumayyesterday at 4:23 PM

They compete with older GPUs. Not new ones, not RAM, and not SSDs.