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TSMC retreives substantial orders from NVIDIA for 5nm and 7nm GPUs
This round its Digitimes that spreads the word that TSMC obtained major orders from Nvidia for their next-gen 7nm and 5nm GPUs, sources claim that is.
Speculation is circulating that Samsung Electronics' 5nm EUV process has attracted orders from Nvidia for its next-generation graphics processor series, but sources familiar with the matter believe TSMC will remain the major foundry partner of the chip produces says TSMC.
That's a good signal for the availability of the new GPUs really, as the production tarts then indeed Q3/Q4 2020 seems viable for new graphics cards. Considering what is and has been going on in the world, that is plausible. NVIDIA is expected to reveal a few words on their next-gen graphics architecture at the GTC 2020 online event held in about two weeks from now, Nvidia would have their chips fabricated at both Samsung and thus TSMC.
icedman
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Senior Member
Posts: 1182
Joined: 2013-02-22
#5785665 Posted on: 05/05/2020 10:28 PM
With all this quarantine going on i haven't been at work in 6 weeks looks like my 1080 will have to last till the 4000 series maybe performance for dollar will have gone up by then.
With all this quarantine going on i haven't been at work in 6 weeks looks like my 1080 will have to last till the 4000 series maybe performance for dollar will have gone up by then.
HybOj
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Posts: 231
Joined: 2016-03-18
Senior Member
Posts: 231
Joined: 2016-03-18
#5785666 Posted on: 05/05/2020 10:29 PM
I really think they need to get back to at least the 10xx series price performance or they are for a unpleasant surprise.
And I see them rushing already... because they know the recession has a delay and some ppl do not really realize what will the next year look like yet, and they need to capitalize on that ignorance fast.
I really think they need to get back to at least the 10xx series price performance or they are for a unpleasant surprise.
And I see them rushing already... because they know the recession has a delay and some ppl do not really realize what will the next year look like yet, and they need to capitalize on that ignorance fast.
kanenas
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Posts: 378
Joined: 2019-07-07
Senior Member
Posts: 378
Joined: 2019-07-07
#5785688 Posted on: 05/05/2020 11:53 PM
Digitimes report
Focus of GTC'2020 online conference on 5/14 will be around AI, HPC, data science, autonomous machines, healthcare, and recent advances in graphics technology. Jensen Huang will unveil Nvidia's next-gen Ampere's architecture and discuss the future outlook. (no dgpu?)
Due to uncertainties surrounding Covid-19, Ampere which was originally scheduled for Q3'20 launch may experience slight delays. (end of 2020-beginning of 21?)
Due to the high cost of advanced nodes, and the desire to have a second source for risk diversification, Nvidia may use the higher-cost, but better-yielding TSMC 7nm EUV process for its mid-to-high-end products, while part of the lower volume, mid-to-low end products will use Samsung's aggressively priced 7nm EUV and 8nm processes. (very high prices?)
According to the story, even the Samsung 7nm/8nm process is an EUV based one but is much much lower cost (but has lower yields than TSMC's).(very high prices?)
Worth noting, Nvidia previously underestimated the effect of AMD embracing TSMC, and made some errors in its own plans for migrating to advanced nodes. Moving to Samsung and wavering in its TSMC strategy, only to go back to TSMC later, Nvidia was unable to secure enough 7nm capacity, resulting in AMD grabbing the limelight, eroding Nvidia's brand value, and increasing its own market share for GPUs. (unable to secure enough 7nm capacity?)
As the costs for advanced nodes began skyrocketing, there have been rumors that Nvidia and others frequently leaked news about their intention to increase Samsung's share of orders, to pressure TSMC into lowering prices. However, thanks to its absolute leadership position and demand exceeding supply, TSMC did not budge. (OUCH NVIDIA)
According to the story, even the Samsung 7nm/8nm process is an EUV based one but is much much lower cost (but has lower yields than TSMC's).
Also "The industry expects monthly capacity to reach 110,000 wafers in 1H'2020. The top 5 customers by order proportion are: Apple, HiSilicon, Qualcomm, AMD, and Mediatek."
Digitimes report
Focus of GTC'2020 online conference on 5/14 will be around AI, HPC, data science, autonomous machines, healthcare, and recent advances in graphics technology. Jensen Huang will unveil Nvidia's next-gen Ampere's architecture and discuss the future outlook. (no dgpu?)
Due to uncertainties surrounding Covid-19, Ampere which was originally scheduled for Q3'20 launch may experience slight delays. (end of 2020-beginning of 21?)
Due to the high cost of advanced nodes, and the desire to have a second source for risk diversification, Nvidia may use the higher-cost, but better-yielding TSMC 7nm EUV process for its mid-to-high-end products, while part of the lower volume, mid-to-low end products will use Samsung's aggressively priced 7nm EUV and 8nm processes. (very high prices?)
According to the story, even the Samsung 7nm/8nm process is an EUV based one but is much much lower cost (but has lower yields than TSMC's).(very high prices?)
Worth noting, Nvidia previously underestimated the effect of AMD embracing TSMC, and made some errors in its own plans for migrating to advanced nodes. Moving to Samsung and wavering in its TSMC strategy, only to go back to TSMC later, Nvidia was unable to secure enough 7nm capacity, resulting in AMD grabbing the limelight, eroding Nvidia's brand value, and increasing its own market share for GPUs. (unable to secure enough 7nm capacity?)
As the costs for advanced nodes began skyrocketing, there have been rumors that Nvidia and others frequently leaked news about their intention to increase Samsung's share of orders, to pressure TSMC into lowering prices. However, thanks to its absolute leadership position and demand exceeding supply, TSMC did not budge. (OUCH NVIDIA)
According to the story, even the Samsung 7nm/8nm process is an EUV based one but is much much lower cost (but has lower yields than TSMC's).
Also "The industry expects monthly capacity to reach 110,000 wafers in 1H'2020. The top 5 customers by order proportion are: Apple, HiSilicon, Qualcomm, AMD, and Mediatek."
Silva
Senior Member
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Joined: 2013-06-04
Senior Member
Posts: 1748
Joined: 2013-06-04
#5785690 Posted on: 05/05/2020 11:53 PM
And people wonder why they cost what they charge for.
still buying one anyway
And people wonder why they cost what they charge for.
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Joined: 2009-11-13
Because they won't sell! The 3k CPUs are not mainstream, neither are the Titan cards but the 2080Ti is still considered a mainstream card, although high-end. And once again, let's not forget about the competition.