NVIDIA and Qualcomm will no longer rely solely on TSMC.
NVIDIA’s Ada Lovelace family of graphics processors are manufactured by TSMC in 4N technology, while their predecessors in the Ampere family are still manufactured in 8nm technology by Samsung. The American Qualcomm also gradually turned away from the latter, since the Korean contractor could not provide the required quality indicators in the production of 4-nm products.
According to DigiTimes, the Korean giant expects to win back orders from both NVIDIA and Qualcomm in 2024 by offering them their own 3nm process technology. From other sources it is known that by that time Samsung will produce chips on the second generation of the 3-nm process technology. The company nominally mastered the first at the very end of the last half of the year, but the only client of Samsung, according to rumors, remains a certain Chinese developer of accelerators for cryptocurrency mining.
Image Source: Samsung Electronics
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Chips for mining accelerators, which are quite simple in structure, are much easier to manufacture, so more complex solutions will switch to Samsung’s 3nm process technology mainly after mastering the second generation of this technology. The Korean company is ahead of the competition in using the surrounding gate transistor structure. On the one hand, this provides it with a conditional technological advantage, and on the other hand, it creates additional risks associated with product quality.
