MyDrivers: NVIDIA has ordered a 5nm Lovelace GPU and has to pay for it in advance

Today, NVIDIA cannot be considered one of TSMC’s largest customers, as most of its production has fallen into Samsung’s lap. These are, of course, 8nm GA102 chips and a weaker GPU. Amperial accelerators GA100 are already manufactured by TSMC factories using a 7nm process, but even though they are huge chips consisting of 54 billion transistors, there are not that many of them compared to the production volume of gaming GPUs. Although the data center division with less than 3 billion sales he doesn’t lag behind the gaming division anymore (3.22 billion USD), but modern GPU accelerators consist of not only 7nm GA100, but also 8nm gaming GA102 and others. –

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That’s why it makes sense when from MyDrivers we learn that TSMC does not choose in advance from companies such as Apple, AMD, MediaTek, or simply from its largest customers high advances. In the case of NVIDIA, however, it is said to be different and it should pay high advances if it wants to use 5nm capacity for its next generation Ada Lovelace (or perhaps Hopper).-

But we can add with one breath that NVIDIA, thanks to its sales, should afford such advances. The post-Turing crisis, when NVIDIA still had a huge number of unsold Pascals in stock, is long forgotten and the company now has its eighth growth quarter, with sales of $ 7.1 billion, and it certainly doesn’t look like it should will bleed in the near future and will rather look for all possible ways to increase its production so that it can further increase sales.

Specifically, we learn that NVIDIA should have already paid $ 1.64 billion to TSMC in the third quarter of this year, and that another $ 1.79 billion awaits it this winter, which is not the end of it. The entire deal is expected to cost NVIDIA $ 6.9 billion, of which chip makers will receive a large portion before NVIDIA receives even a single chip for sale. We are writing chip manufacturers, because it is not just about TSMC, but also about Samsung, which would mean that part of the production will be entrusted to the South Koreans.

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