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Samsung to ship 5nm chips for NVIDIA, TSMC for Intel

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Xavier Zepherious
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2020/11/22 23:20:53 (permalink)
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
 
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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


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    Gereon83
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    Re: Samsung to ship 5nm chips for NVIDIA, TSMC for Intel 2020/11/22 23:53:13 (permalink)
    Are those the same chips used in the RTX series?
     
    If yes, that would hoepfully mean an increase in production  

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    Xavier Zepherious
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    Re: Samsung to ship 5nm chips for NVIDIA, TSMC for Intel 2020/11/22 23:59:21 (permalink)
    hopper is MCM design - multi chip module - ie 4 gpus tied together(with interconnect) with maybe an arm processor
     
    new chip - not the same as ampere 
     
    hopper HPC production starts in the beginning 2021 - consumer grade cards will wait til late in the year
     
    what gets me id the wafer costs - and if chip sizes(gpu die sizes) remain the same the cost of Graphic cards are gonna rise significantly
    due in part to the cost increase - like nearly doubles and ram size increases
     
    so don't expect cheap cards - in fact midline cards will get as pricy as todays top line cards
    get ready to dish out moola or plan for larger upgrade cycles - not every year or two to like 3-4 years
     
     
    you also notice that wafer demand is high with intel now buying up 5nm for chip production from TSMC
    so there is a price war for silicon as well
     
     
    post edited by Xavier Zepherious - 2020/11/23 00:06:52


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