NVIDIA RTX 30 SUPER series will also be manufactured by Samsung



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According to a report from Korea, NVIDIA has signed on to Samsung for a second manufacturing test of its GeForce GPUs. Jennsen originally tapped Samsung’s 8nm node (although it was technically very slightly inferior to TSMC) because it foresaw the massive supply bottleneck TSMC was transforming into. Although his reasoning is correct, the bet does not seem to have paid off as Samsung’s 8nm process suffered from low yields and a lack of supply as a result. Interestingly, about a month ago there were reports that Jensen had decided to return to TSMC for its SUPER line (or whatever NVIDIA ends up calling it), but if that Korean story is correct, the second contract also goes to Samsung.

Samsung lands another multi-billion dollar contract to manufacture Jensen’s NVIDIA GPUs, likely the RTX 30 SUPER series

Before we go any further, please keep in mind that at this time this is only a source and could be wrong. While the report is extremely confident that Samsung will be awarded this contract, salt is good for a healthy digestive system. Getting back to the story, the report claims that the contract was confirmed on December 17 (depending on where you are yesterday) and that although the exact value is unknown, it is worth “100 billion won” ( 100 billion won translates to roughly 91 million won). Samsung would manufacture the chips at its factory in Hwaseong.

NVIDIA CEO Jensen has reportedly signed a second contract with Samsung to produce its GPUs.

If this is true, it would free up a lot of space at TSMC in the future, as NVIDIA’s GPUs will become one less thing for them to produce – but more importantly – this will result in NVIDIA having an exceptional supply advantage. if Samsung manages to fix their 8nm performance issues. Given that NVIDIA would obviously have made an informed decision, this bodes very well for the industry as it seems they are confident in Samsung’s ability to fix yield (* cough * I’m looking at you Intel * cough *). The report further mentions that Samsung is looking to narrow the gap between TSMC in the coming years.

The key lithographic technology that counts in nodes below 10nm (or 14nm if you’re using Intel standards) is called EUV. EUV (or Extreme Ultra Violet) lithography allows the foundry to greatly reduce the difficulty of making a certain node because the wavelength used in EUV is significantly less than that of standard lithographic scanners. Although a dual (or even triple / quadruple) setup is required with standard wavelengths, you can achieve 8nm with a single pattern on EUV. The company says it will use EUV to create a 4nm process that will narrow the gap between TSMC and Samsung. The company is spending US $ 8.6 billion to develop chip foundry technology and has no plans to pull out of high-tech racing anytime soon.

This is great news for just about everyone (well, except TSMC) as a reduced load on TSMC means more AMD products for everyone and also means an exponentially more supply available for NVIDIA by the end of this year. 2021. It’s unclear whether Samsung plans to fix their performance issues or will simply subsidize the company’s poor performance. Either way, it was essential for the company to retain NVIDIA as a customer given the size of the company (and its demand for a cutting edge process) and this is a situation in which everyone seems to have won. While it’s unclear which GPUs will be made in this second contract, we can assume that the RTX 30 SUPER series will be one of them.



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