In case you didn’t know, NVIDIA has always been very “friendly” to TSMC, producing many good graphics cards in their lines. However, with the launch of the RTX 30 ‘Ampere’, the graphics card giant was forced to abandon its former partner, to try a new relationship with Samsung.
Something went wrong at first, due to the low level of production on the 8nm lines of the South Korean giant. Then it got a lot better, because NVIDIA’s deal with Samsung was more profitable. But in the ‘bigger picture’, going to Samsung may have brought more downsides than positive… So, it’s time to get back into the arms of TSMC!
NVIDIA is leaving NVIDIA to return to TSMC!
So, one of the most famous ‘leakers’ in the NVIDIA world has just confirmed that the company’s next generation of graphics cards will be produced (at least for the most part) on TSMC’s 5nm lines. We’re talking about the new Ada Lovelace architecture, which should bring the new RTX 40 to life.
Moreover, the release date for these cards appears to have been pushed forward, all because of some fear that AMD will be able to release a truly efficient architecture, with plenty of product inventory, several months before NVIDIA is able to respond.
Has NVIDIA lost faith in Samsung’s capabilities?
After all, even if the negotiating bond between NVIDIA and Samsung is not lost, everything indicates that the new high-end RTX 40 will remain with TSMC, while the lower versions are in Samsung’s hands. Trust issues? Not being able to compete against TSMC? Too many questions, but few answers.
Besides, what do you think of all this? Do you think it’s good to go back to TSMC? Share your opinion with us.