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Discussion AMD SoC Halo series GPU discussion

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That bubble is popping soon. We're already seeing some roadmaps get torn up with follow on consolidation. It's not going to immediately flatline though. There are political winds blowing that will lead capitalists to favor AI over restoring certain positions.
 
I think they will decide once they are able to recoup the development costs for Strix Halo.

In the meantime, there's hope for a Strix Halo Refresh with faster RAM.
 
Well, you've got to actually offer them for sale if you want to actually sell them... Having less than a handful of actual shipping, purchasable "laptop" designs out there for what was ostensibly it's target market isn't going to do you volume any favors. Now, it does look like they'll move positively tens of micro-desktops in a variety of highly similar designs, so that should make an impact on numbers. Maybe not more than a pillow against the titanic, but an impact none the less.
 
I think they will decide once they are able to recoup the development costs for Strix Halo.
With TSMC 5nm at capacity it's cheaper to ignore the sunken costs fallacy and not make more of a product that doesn't sell well. So until that problem is "resolved", no cheap big dies for you.
 
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Now, it does look like they'll move positively tens of micro-desktops in a variety of highly similar designs, so that should make an impact on numbers. Maybe not more than a pillow against the titanic, but an impact none the less.
Looks like most of those designs are simply OEMs ordering small amounts of the same reference board.
Strix Halo was supposed to rule over high performance thin&light laptops. It didn't, though.


With TSMC 5nm at capacity it's cheaper to ignore the sunken costs fallacy and not make more of a product that doesn't sell well. So until that problem is "resolved", no cheap big dies for you.
It is?
 
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