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arcanus | 7 months ago

The manufacturing cost is emphatically not only 1% of the total development cost. Particularly for GPUs, the high bandwidth memory and manufacturing costs are a significant portion of the product price.

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reliabilityguy|7 months ago

> The manufacturing cost is emphatically not only 1% of the total development cost.

I have no idea what is the manufacturing cost of a 800 mm^2 die is, but I am sure it is lower than the development cost.

> Particularly for GPUs, the high bandwidth memory and manufacturing costs are a significant portion of the product price.

HBM is not manufactured by the GPU vendor, it is an off-the-shelf component that AMD buys like any other company can. Thus, the cost of HBM is tallied in the BOM and integration costs (interposer, packaging, etc).