Tuesday, September 26th 2023
NVIDIA Reportedly Selects TSMC 3 nm Process for Blackwell GB100 GPU
NVIDIA is reported to be on next year's 3 nm-class order book at TSMC, with the Blackwell GB100 data-center GPU marked down as an important production project. A DigiTimes insider piece proposes that Team Green has signed up for orders in the second half of 2024, giving TSMC some wiggle room to iron out alleged advanced packaging issues—but it is implied that Apple is already ahead in the queue. Inside sources have not spotted an Intel request for TSMC's advanced 3 nm process (still utilizing FinFET). Industry experts reckon that NVIDIA could be granted access to a customized node for its Blackwell product line, given their VIP status and special relationship with the leading Taiwanese foundry.
DigiTimes believes that the Blackwell GB100 (sporting a chiplet design) will be targeting a Q4 2024 launch window, therefore arriving before any competing next-gen technologies: "For NVIDIA, which monopolizes more than 80% of the AI GPU market, the next generation B100 will use TSMC's 3 nm...It will seize AI deployment business opportunities while the iron is hot and suppress AMD, Intel and other challengers." Team Red, MediaTek and Qualcomm could be next in the procession—it is claimed that unspecified next-gen EPYC server chips are due in 3 nm form.
Sources:
DigiTimes, Tom's Hardware
DigiTimes believes that the Blackwell GB100 (sporting a chiplet design) will be targeting a Q4 2024 launch window, therefore arriving before any competing next-gen technologies: "For NVIDIA, which monopolizes more than 80% of the AI GPU market, the next generation B100 will use TSMC's 3 nm...It will seize AI deployment business opportunities while the iron is hot and suppress AMD, Intel and other challengers." Team Red, MediaTek and Qualcomm could be next in the procession—it is claimed that unspecified next-gen EPYC server chips are due in 3 nm form.
11 Comments on NVIDIA Reportedly Selects TSMC 3 nm Process for Blackwell GB100 GPU
But Nvidia has SO MANY choices for their next series: there is the venerable Global Foundries with their specialized 12nm and larger nodes, they ever lying Samsung with their lower yielding nodes or the power-point champ Intel who every year assures us that they're on the verge of a major breakthrough, the IP stealing SMIC is also a valid candidate. /s
www.macrumors.com/2023/08/29/apple-buys-all-3nm-tsmc-chips-2023/
I know is not size or anything, that would be just pure lies, wouldn't it? ;)
have fabslove melting their hands o_O