Subtlesnake
Regular
Here you go:TSMC N6 is supposed to be a "cost effective" replacement of N7, which should have been well under $10k in 2022, I think we were throwing around the ~$7-$8k number last year.
Do you have a quote from Ian about TSMC N6 cost? Even after all of TSMC's price hikes, I can't believe they moved a cost effective node up close to 2018 introductory prices...
Also, Nvidia's custom N4 is likely on the high side of the 5nm wafer cost range(I think ~$16-$18k was mentioned last time), even with their volume discount.
I previously estimated N31 at ~$120-$130 for pure die costs. ~300mm2 GCD- ~$90-$95 each (<$100), MCD- ~$4 each (<$5).
Using similar numbers, I would guess N32 is around $80-$85. ~200mm2 GCD- ~$65 each, MCD ~$4 each.
Edit- AMD might be selling a N32 package for ~$110-$120.
Apparently, AMD's whole focus for RDNA3 was cost as they made quite a few comments about PPA during their presentation last year.
But actually it seems I somehow miscalculated the MCD cost, so it should be ~$91 with those wafer prices. So maybe a bit below the full AD104 when packaging costs are included. The 7800 XT does have an extra 4GB of memory though when compared to the 4070/4070 Ti.