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Before Resigning, Jensen Huang Admitted He Was Facing an “Avalanche” of Excess Wafers and Memory, New Report Sheds More Light on the GPU & RAM Crisis (respawnfirst.com)
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[–] 2 points 1 day ago (1 child)

I just dont understand the "in-house" chips part. What in-house chips?

Later in the article they mention "alternative" chip manufacturers. What alternative manufacturers? AMD?

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  • [–] 9 points 1 day ago

    Google, Amazon and Huawei have their own in-house chips. Probably many more, because it's become way easier to make chips in-house. But of course they are still produced by TSMC or some other chip manufacturer.

    AMD is not a chip manufacturer in the sense of having their own manufacturing, all manufacturing is outsourced same as Nvidia.
    Intel, TSMC, Samsung are the main CPU manufacturers as in having actual factories. Then there are 4 companies manufacturing most of the RAM. Samsung, SK Hynix, Micron and a Chinese company I think it's called CXMT.

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