NVIDIA Reportedly Selects TSMC 3 nm Process for Blackwell GB100 GPU

[T0@st]

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.



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[TumbleGeorge]

while the iron is hot

Don't touch it with bare hands!

 

[Denver]

I thought the next-gen EPYC would be produced at 4nm, perhaps this is a good sign regarding the state of the 3nm process in terms of yield and cost, maybe not

 

[Tomorrow]

Gee, really?

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

 

[Minus Infinity]

I thought the next-gen EPYC would be produced at 4nm, perhaps this is a good sign regarding the state of the 3nm process in terms of yield and cost, maybe not

Apparently it's been designed for both nodes. Maybe Bergamo will use 4nm and 3nm for high margin high performance Epyc. It all depends on yields, performance and prices too of the 3nm. N3B sucks and it's laughable Apple used it for the iPhone 15 Pro's just for 3nm bragging rights. N3E should be better, but who knows.

 

[Space Lynx]

this is an interesting article, considering other reports said Apple bought all of TSMC's 2024 node of 3nm...

Apple to Buy TSMC's Entire Supply of 3nm Chips for 2023

Apple will receive all of TSMC's first-generation 3-nanometer process chips this year for upcoming iPhones, Macs, and iPads, according to...

www.macrumors.com

 

[Prima.Vera]

What is '3nm' stands for??
I know is not size or anything, that would be just pure lies, wouldn't it?

 

[TumbleGeorge]

this is an interesting article, considering other reports said Apple bought all of TSMC's 2024 node of 3nm...

Apple to Buy TSMC's Entire Supply of 3nm Chips for 2023

Apple will receive all of TSMC's first-generation 3-nanometer process chips this year for upcoming iPhones, Macs, and iPads, according to...

www.macrumors.com

Think! First generation nodes(N3E). "Will"(just suggestion for something in future), published in place with name contains"macrumors". What means bought node. TSMC didn't sale nodes but capacity which is variable value.

 

[R0H1T]

Don't touch it with bare hands!

Meh, real men have fabs love melting their hands

 

[bug]

Gee, really?

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

TSMC 4nm was the alternative.

What is '3nm' stands for??
I know is not size or anything, that would be just pure lies, wouldn't it?

Obviously not size, what man brags about 3nm?

 

[Wye]

monopolizes
seize
suppress

Dude, chill with the hyperboles, it distracts from what you are trying to say ... not that you are saying much, it's basically a 3 word rumor: nvidia tsmc 3nm

 

[Fluffmeister]

Dude, chill with the hyperboles, it distracts from what you are trying to say ... not that you are saying much, it's basically a 3 word rumor: nvidia tsmc 3nm

It's about NVIDIA, so you need to play to the pitchfork wielding mob.