AMD RDNA 3 Economics: Lovelace may have the Pricing Problem

RDNA 3 may be cheaper to produce in the high end than than you’d think... [SPON: Support MLID w/ code “MOORESLAW” for 82% off AtlasVPN: https://atlasv.pn/MOORESLAW ]

0:00 I need to clarify my recent RDNA 3 vs Lovelace chart
2:17 RDNA 3 isn’t finalized – little changes can impact the lineup
6:31 Does Nvidia have a pricing advantage with Lovelace?
9:50 Why Nvidia would decide to keep their architectures monolithic
12:17 AMD considered a Monolithic RDNA 3…but something changed
16:30 RDNA 3’s Pricing Advantage over Lovelace
22:55 Does Lovelace cost more to make than RDNA 3? Is Navi 33 cheap?
24:44 Pricing could be close – it may come down to DLSS & Ray Tracing

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LINKS!!!!!!:
https://www.anandtech.com/show/16762/an-anandtech-interview-with-jim-keller-laziest-person-at-tesla
https://www.techpowerup.com/292782/amd-asks-motherboard-makers-to-remove-overclocking-options-for-ryzen-7-5800x3d
https://twitter.com/CapFrameX/status/1502375332829188097
https://twitter.com/VideoCardz/status/1501998147870019585
https://twitter.com/greymon55/status/1489790725885628416
https://www.semiaccurate.com/2012/05/01/why-cant-nvidia-supply-keplergk104gtx680/
https://videocardz.com/newz/amd-engineer-confirms-radeon-7000-rdna3-navi-3x-gpus-use-5nm-and-6nm-nodes
https://www.tweaktown.com/news/74691/tsmc-on-3nm-3x-silicon-density-over-7nm-51-less-power-32-faster/index.html
https://www.anandtech.com/show/16028/better-yield-on-5nm-than-7nm-tsmc-update-on-defect-rates-for-n5
https://www.techspot.com/review/2270-geforce-rtx-3070-ti/
https://www.amd.com/en/products/server-accelerators/instinct-mi250x?gclid=CjwKCAiAg6yRBhBNEiwAeVyL0IBEOtkKoMnFILC7tdSxp_B_Tbl_BlQemCpMD7XykUk8tfBlJ6oCnRoCdR4QAvD_BwE

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