05/30/2023 at 3:45 p.m. by Andreas Link – Nvidia’s CEO can imagine having the products manufactured elsewhere in addition to TSMC in the future. Samsung and especially Intel are an issue
Nvidia has the current generation of Geforce chips manufactured by TSMC, but this may change again in the future. After Samsung has already been a foundry partner, a return is conceivable and Intel is also a candidate with its foundry service, which CEO Jensen Huang praised during Computex.
“You know we also manufacture at Samsung and we are open to manufacturing with Intel. Pat [Gelsinger] has said in the past that we are evaluating the process and we recently received the test chip results of their next-gen process and the results look good.
Intel had positioned itself more broadly with the IDM 2.0 model and would also like to offer its manufacturing technologies to third parties. For fabless companies like Nvidia, this is one of the few options on the market alongside TSMC and Samsung. If the general conditions are right, in the end it’s all about money. Wafer quotas at TSMC have recently been notoriously overbooked and correspondingly expensive. Sometimes customers even had to divide up the tight quotas in such a way that the maximum yield could be obtained from the limited production capacities.
It is currently unclear how Nvidia is positioning itself and which node it wants to use. You can relocate the entire production, but you can also split it up if necessary. At the latest with the switch to tiled or chiplet designs, you also have more leeway. Intel had already won Amazon and Qualcomm as customers for 20A. The really big business at the moment is probably the AI accelerators, for which Nvidia has increased the order from TSMC. A100 and H100 are in demand, and Huang stressed that DGX systems with 8 GPUs require over 35,000 components from numerous suppliers. Due to the exploding demand for GPUs in view of the AI wave, Nvidia is also working to increase the supply of all these components in the short term and to secure them in the medium term.
Those: via Tom’s Hardware
