NVIDIA will manufacture H100 GPUs using TSMC 4-nm process.
Nvidia is said to have opted to outsource the production of its next-generation GPUs to Taiwan's TSMC. Nvidia intends to manufacture its H100 GPUs on TSMC's 4-nanometer manufacturing technology. The new GPUs will be available beginning in the third quarter of 2022.
TSMC's 5-nm technology will also be used to mass-produce Nvidia's other GPU RTX 4000 series, business area reports.
Accordingly, industry insiders expect TSMC to monopolize orders for all GPUs to be released by Nvidia in 2022. Nvidia had difficulties selling its GeForce RTX 3000 series in 2020 due to Samsung Electronics’ low production yields. Nvidia had outsourced the production of data center and consumer PC GPUs to TSMC until 2019. In 2020, it first selected Samsung Electronics as its manufacturing partner for RTX3000 series GPUs in an effort to lower production prices and boost product competitiveness by diversifying suppliers.
TSMC’s foundry market share is expected to expand further in the future. Nvidia has an 80 percent share of the global GPU market. Experts say that losing a big foundry customer to TSMC is painful for Samsung Electronics.
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Well the rumour was 5nm so @4nm. Hey hey hey for performance and energy savings.
Good news.
Here's hoping that TSMC yields will be 100%.
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the current ampere gpus are manufactured on samsung's 8nm, so this would be a return to tsmc, presumably this wasn't expected
edit: I wouldn't exactly call the swtich to samsung an emergency, I Think it has more to do with total allocation available at tsmc, after nvidia likes BIG chips
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the rumor for hopper has been both 4 and 5nm, lovelace is on 5n
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Opted to outsource? Haven't all NVidia GPUs been made at TSMC for years (apart from the pandemic Samsung emergency)?