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Cost Bridge Chart - Side-by-Side Chip Cost Comparison

Compare manufacturing costs of AI accelerators side by side. Select any two chips from Nvidia H100, H200, B200, GB200, AMD MI300X, MI355X, Intel Gaudi 3, Google TPU v5p, AWS Trainium 2, Microsoft Maia 100, and Meta MTIA v2. Visualize cost component deltas across logic die, HBM memory, advanced packaging (CoWoS, SoIC), and assembly. Analyze gross margin differences and cost-per-TFLOP efficiency ratios.

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Cost Bridge Chart

Compare manufacturing costs of AI accelerators side by side. Select two chips to visualize how cost components differ and identify the key drivers of the cost delta.

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AMD MI300X costs +$2.0K (+59.6%) more to manufacture than NVIDIA H100 SXM5

Cost per FP8 TFLOP: NVIDIA H100 SXM5 = $0.84 · AMD MI300X = $1.01

Gross margin: NVIDIA H100 SXM5 = 89.8% ($29.2K) · AMD MI300X = 57.6% ($7.2K)

Cost + Margin to Sell Price

Mfg cost stacked with gross margin = sell price. Chips not commercially sold show cost only.

Cost Bridge (Waterfall)

Total Cost increase Cost decrease

Component Cost Breakdown

ComponentNVIDIA H100 SXM5AMD MI300XDelta% Change
Logic Die$300$600+$300+100.0%
HBM Memory$1.4K$2.9K+$1.6K+114.8%
Packaging$750$1.2K+$450+60.0%
Test & Assembly$920$600$-320-34.8%
Total Manufacturing Cost$3.3K$5.3K+$2.0K+59.6%
Pricing & Margin
Sell Price$32.5K$12.5K
Gross Margin$29.2K (89.8%)$7.2K (57.6%)

Specifications Comparison

SpecificationNVIDIA H100 SXM5AMD MI300X
VendorNVIDIAAMD
Process NodeTSMC 4NN5/N6 chiplet
Die Size814 mm²1725 mm²
Memory80 GB HBM3192 GB HBM3
Memory BW3.35 TB/s5.3 TB/s
FP8 TFLOPS (sparse)3,9585,230
BF16 TFLOPS (dense)9901,307
PackageCoWoS-SCoWoS-S + SoIC
InterconnectNVLink 4Infinity Fabric
Est. Sell Price$32.5K$12.5K
Gross Margin87.5%57.5%

Data Sources & Methodology

Manufacturing cost estimates derived from Epoch AI Monte Carlo models, Raymond James semiconductor research, TrendForce quarterly reports, and SemiAnalysis teardown data. Cost components include wafer fabrication (logic die), HBM memory stacks, advanced packaging (CoWoS, SoIC), and test/assembly. Estimates are directional and may vary ±15-20% from actual costs.

Cloud-only chips (TPU, Trainium, Maia, MTIA) show $0 sell price as they are not commercially sold. Gross margin is not applicable for internal/cloud-only products.

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