reply I agree with the idea itself. But working with NVIDIA is a double-edged sword. The more engineering resources memo | Hanami
reply I agree with the idea itself. But working with NVIDIA is a double-edged sword. The more engineering resources memory makers devote to custom base dies for NVIDIA, the less capacity they’ll have to handle orders from other customers. Companies with larger logic design teams have an advantage, which is why I’m most bullish on Samsung.