Source: Adobe Stock

Nvidia is following Qualcomm in shifting its next-generation GPU architecture, Ada Lovelace, to be manufactured by TSMC based on the 5nm advanced nodes. According to people familiar with the matter, the new GPU architecture that targets the consumer market will be carried in the latest Nintendo Switch OLED and the corresponding GeForce RTX 40 Series graphics cards that will be brought to market next year.

In 2020, the PC market grew by 13.1%, which was the largest leap the market had seen in a decade.

Nvidia chose the Samsung 8nm node for the previous Ampere range, which has been on market for nearly a year now. However, GPU shortages have stemmed from poor yields of the node coupled with the prevailing cryptocurrency mining activities, leading GPU prices to rise two to three times more. Despite the Chinese government is cracking down on domestic cryptocurrency business involving mining and trading bitcoins, the pandemic, which caused an exodus from offices has sharply risen demands for computers. In 2020, the PC market grew by 13.1%, which was the largest leap the market had seen since 2010 when it grew by 13.7%. 

According to industry insiders, both Qualcomm and Nvidia choose TSMC for chip manufacturing next year as the capacity expansion and yield rates at Samsung’s chipmaking sector fail to reach expectations, leaving both tech giants to face an uphill battle to meet strong demands. Qualcomm has reportedly begun production at TSMC’s 6nm node in the second half of 2021 and enter large volume shipment for 4nm and 5nm nodes next year.

 

 

Source: Commercial Times