Sunday, December 10th 2023
NVIDIA CFO Hints at Intel Foundry Services Partnership
NVIDIA CFO Colette Kress, responding to a question in the Q&A session of the recent UBS Global Technology Conference, hinted at the possibility of NVIDIA onboarding a third semiconductor foundry partner besides its current TSMC and Samsung, with the implication being Intel Foundry Services (IFS). "We would love a third one. And that takes a work of what are they interested in terms of the services. Keep in mind, there is other ones that may come to the U.S. TSMC in the U.S. may be an option for us as well. Not necessarily different, but again in terms of the different region. Nothing that stops us from potentially adding another foundry."
NVIDIA currently sources its chips from TSMC and Samsung. It uses the premier Taiwanese fab for its latest "Ada" GPUs and "Hopper" AI processors, while using Samsung for its older generation "Ampere" GPUs. The addition of IFS as a third foundry partner could improve the company's supply-chain resilience in an uncertain geopolitical environment; given that IFS fabs are predominantly based in the US and the EU.
Source:
HotHardware
NVIDIA currently sources its chips from TSMC and Samsung. It uses the premier Taiwanese fab for its latest "Ada" GPUs and "Hopper" AI processors, while using Samsung for its older generation "Ampere" GPUs. The addition of IFS as a third foundry partner could improve the company's supply-chain resilience in an uncertain geopolitical environment; given that IFS fabs are predominantly based in the US and the EU.
17 Comments on NVIDIA CFO Hints at Intel Foundry Services Partnership
BTW isn’t there only three fabs in the world that can offer 10 nm and below. Third place is last place after a company in a country always on the brink of foreign invasion and a dishwasher company.
Now that Intel's foundries aren't the best, it'd look very good for Intel if Nvidia became an IFS customer.
Btw, Intel, AMD and Nvidia 100% overlap as of right now. There is no product line that isn’t made or about to be made by one of those three.
No matter what you think how Stupid bulls***** it is, it is fact and should be considered.
As Nvidia themselves are already tried the traditional 'cut down' method (RTX 5880 / 4090D) and received harsh feedback from the US department.
Finding a way to produce equal performance but in lower density is one legit way to circumvent the export ban.
If it is your fanboyism somehow swaying you away from looking at facts and details, maybe it is you who should go away.
Gelsinger's literally betting the company on IFS at this point, as Intel's got multiple stalled projects and isn't being able to deliver consistently.
But I think they won't come to that extreme.
Nvidia may come up with some kind of low density/high energy consumption solution for China export.
So Xi could do its AI, but in a slow and inefficient way.
The commerce department might look over China energy crisis in the winter/industrial segment and accept this as an intermediate solution on the AI ban / trade / sweet money from China problem.
After all their intention is to slow down China's AI development.
And a stop some/allow some measure is always better than a total ban.
A total ban just isn't viable and induce smuggling which hurts everyone but the smugglers.