I also questioned Chris Hoberg about their fab process and she informed me that NVIDIA won’t be utilizing .18 micron this year, and that .18 micron will be used for another product in first quarter next year. This is very contrary to almost every NV10 preview on the net that was doing more speculation that actual fact finding. NVIDIA’s most advanced process right now is .22 micron. Since NV10 is now in production this is undoubtedly the process they are using. Also of note is the fact their CEO mentioned in the quarterly conference call that there will be two product announcements coming soon. Obviously one is the NV10. I’m curious as to what else NVIDIA has up their sleeve. [break] Verder lijkt het erop dat nVidia de richting uit gaat van S3 / Diamond en 3dfx / STB. Althans, zoiets wordt hieronder gesuggereerd: [/break] I started out by mentioning that NVIDIA puts all the time and resources into building the technology, drivers, and reference design and the board manufacturers add very little in terms of value. Simply put, the money that those boardmakers are pocketing on their products could be NVIDIA’s alone. To my utter surprise, their CFO completely agreed, saying, "We’re actually on a path to change that model a bit [their current model]. The acquisition of Diamond by S3 actually gave us a wonderful opportunity to do that. One of the reasons that we think going forward, for exactly the reasons you said, the board guys have diminished over the years in terms of the value-add that they’re bringing to the picture." - TigerInvestor.com
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