A few days ago we saw that NVIDIA did not rule out the possibility that Intel was in charge of manufacturing, at some point, one of its GPUs. This information came from the company’s own CEO, Jensen Huang, and generated a great stir, so much so that some began to speculate with The possibility of Intel making the next GPU new generation of the green giant.
This type of speculation is usually not good for any company. Jensen Huang knows this, and that is why I am not surprised to see that the executive has not hesitated to confirm, in a round of questions and answers, that feel safe trusting and depending on TSMCand that its next GPU will be manufactured at the facilities of the Taiwanese giant.
Obviously this does not mean that NVIDIA has forgotten about Intel, but it does mean that this it would be more like a second or third optionbasically as happened at the time with Samsung, who took care of manufacturing NVIDIA’s Ampere GPUs under the 8 nm node, a move that was curious because the previous generation GPUs (Turing) had been manufactured by TSMC in their node 12nm
The successor to Hopper, which is the most powerful and current GPU architecture NVIDIA has right now in the professional sector, is expected to hit the market sometime in 2024, perhaps mid to late 2024, which is built on TSMC’s 3nm node. This node is characterized by having a much higher cost per wafer than the 5nm node, so it would not be surprising if there were a price increase to compensate for the increased costs.
In the general consumer market, everything seems to indicate that NVIDIA’s new architecture will be called Blackwell, and that the company will repeat a monolithic core designwhile in the professional sector bells are ringing that the company’s new graphics accelerators could be released a MCM designthat is, with two GPUs in different packages working in tandem through an interconnection system.
NVIDIA may eventually turn to Intel’s semiconductor factories, but of course this It is not something that those in green consider doing immediatelyand not in the long term either, so right now we can make it clear that we have a duo NVIDIA and TSMC for a while.
