TSMC Secures Orders from NVIDIA for 7nm and 5nm Chips
TSMC has reportedly secured orders from NVIDIA for chips based on its 7 nm and 5 nm silicon fabrication nodes, sources tell DigiTimes. If true, it could confirm rumors of NVIDIA splitting its next-generation GPU manufacturing between TSMC and Samsung. The Korean semiconductor giant is commencing 5 nm EUV mass production within Q2-2020, and NVIDIA is expected to be one of its customers. NVIDIA is expected to shed light on its next-gen graphics architecture at the GTC 2020 online event held later this month. With its "Turing" architecture approaching six quarters of market presence, it's likely that the decks are being cleared for a new architecture not just in HPC/AI compute product segment, but also GeForce and Quadro consumer graphics cards. Splitting manufacturing between TSMC and Samsung would help NVIDIA disperse any yield issue arriving from either foundry's EUV node, and give it greater bargaining power with both.