Nvidia's Ada Lovelace GPUs are manufactured on TSMC's 5nm process rather than Samsung's.
Kopite7Kimi, a well-known Nvidia GPU enthusiast follower, has shared an interesting detail on the future Ada Lovelace GPUs. The entirely new architecture would be based on TSMC's 5nm fabrication technology.
Previously, the tweeter acknowledged that the Ada Lovelace design will be constructed using the 5nm technology, but it was expected that Samsung would produce it. If the report is right, Nvidia will return to TSMC for their 5nm process, which will almost certainly result in the production of at least one high-end GPU series.
Additionally, Kopite7kimi indicated that Ada Lovelace GPUs would come earlier than planned, though no specific date has been provided as the timeframe is still unknown. According to reports, the upcoming GPU series is expected to launch between the second and fourth quarters of 2022. Nvidia may have an earlier than projected mass production start date, therefore the launch could occur in the second quarter of 2020.
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i would say AMD is realistic about market share, not that they're "happy".
the upcoming series (rdna3) is targeting a huge sales increase, but since that's a 10-15% projection (and a lot of work to hit it) they will still be well under 50% share even with the most rosy sales projection. they would have to have revolutionary product and revolutionary supply to do any better than that. time will tell.