As we’ve said several times in ‘leak.pt‘, NVIDIA, which made the decision to abandon TSMC’s lines in favor of the cheaper, and therefore more profitable, Samsung production lines, with its RTX 30th generation, seems to think this was all a mistake. .
After all, with the RTX 40 ‘Ada Lovelace’, NVIDIA decided to put some real money on the table, to secure much of the production from the old partner’s 5nm lines. Yes, NVIDIA will return to the arms of TSMC, with a serious investment.
NVIDIA would rather spend money than stick with Samsung
So, for some reason (probably several), NVIDIA decided a little bit of its relationship with Samsung, to rejoin its ex-girlfriend TSMC. It’s still not certain that this means a 100% end of the relationship, with some sources guaranteeing that NVIDIA will continue to produce some versions of its GPUs alongside Samsung, probably the low-end and mid-range versions.
We are therefore talking about an exchange that will probably bring more quality, and hopefully, more product stock! However, it also results in a very large investment by the graphics card giant.
After all, to secure a good production share, NVIDIA had to put ‘billions’ of dollars on the table. (3.5 billion dollars!)
Quality pays for itself, but apparently, for the GPU giant’s goals, it’s better to pay and know what’s in front of you. In fact, as far as we know, NVIDIA had to pay immediately, as if it were a deposit, in order to have access to the lines. A situation that doesn’t happen with AMD, Apple, MediaTek, etc…
Interestingly, this means that both NVIDIA and AMD will use the exact same production process for their new generation of graphics cards, the 5nm from TSMC.
Besides, what do you think about all this? A good decision by NVIDIA? Please share your opinion with us in the comments below.
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