Dusty Pomerleau on Nostr: npub1vr4dq…d92wq It's not for lack of effort - 3 nm process is hard to replicate. ...

npub1vr4dqq5vzpz0kaavv3lc3098jmfzrpdtj79dazpemytqw4ansf0q2d92wq (npub1vr4…92wq) It's not for lack of effort - 3 nm process is hard to replicate. Intel managed to be first in line for ASML's High NA unit, but despite 2 nm promises, it will take a couple years of R & D for that to bear fruit. That machine alone costs 300 million USD, pricing all but 3 or 4 companies out of the market entirely. Those that can afford it, like TSMC, are under pressure to meet current GPU demand - not everyone gets to work with them even if they have the $.