According to TrendForce, Apple is now the only TSMC customer receiving 5nm processors, as US sanctions have ruled out the supply of such products for Huawei. In the second half of the year, the equipment utilization rate on TSMC lines producing 5nm products will drop to 85–90%. n the future, this figure will increase, but this will happen already in 2021.
According to the source, TSMC will master the release of Apple A15 processors using an improved version of 5nm technology in 2021. At the same time, the release of 5nm AMD processors with Zen 4 architecture will begin, but the demand for TSMC profile services will begin to grow more actively towards the end of 2021, when MediaTek, NVIDIA and Qualcomm will start receiving their 5nm products from TSMC. It is alleged that in 2022 TSMC will even release the first batch of 5nm central processing units for Intel. Apple plans to release 4nm A16 processors by then with the help of TSMC.
Samsung Electronics will use its production facilities to produce not only its own 5nm mobile processors of the Exynos family, but also Qualcomm Snapdragon 800 series processors, as well as the next-generation NVIDIA Hopper GPUs. ]And yet, the Korean competitor will lag behind TSMC in 5nm production volumes by about 20%.
In the future, Qualcomm is expected to switch to TSMC 4nm technology for the release of Snapdragon 895 processors, so NVIDIA and Samsung's own processor division will remain Samsung's main customers. The release of 5nm Intel processors will be handled by TSMC, this Taiwanese company should maintain its leadership in this segment after the transition to 3nm technology.
https://3dnews.ru/1025656/samsung-budet-vipuskat-5nm-chipi-dlya-nvidia-a-tsmc-dlya-intel -------------------------------------------------------------------------------------
look at the cost going up per wafer - so don't expect cheap cards coming in the future
don't look at cost per chip thats based on shrinking chip sizes(ie mobile chips) - gpus have been getting bigger
on a side note Hopper is tapped out - they are working with cuda12 for it at the moment
hopper will be avail on node 5P
the shrink going from 10nm(8nm samsung) should offer about 50% performance uplift -as much as 70% with other improvements
node 7 to node 5p is 25% increase and 40% less consumption
from node 10 to node 7 is 20%perf and 40% consump improvement
ive also have info that they may plan to double up FP performance as well - like they did with ampere
post edited by Xavier Zepherious - 2020/11/22 23:23:30