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ivewonyoung 2 hours ago

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

svnt 2 hours ago | parent | next [-]

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

marcosdumay 2 hours ago | parent | prev [-]

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