NVIDIA’s Chief Monetary Officer Colette Kress has as soon as once more teased a possible partnership with Intel Foundry Companies for next-gen chip manufacturing.
NVIDIA Calls TSMC A Nice Accomplice, Samsung Nonetheless In Use To This Day & Intel A Potential “Third” Foundry Accomplice
Throughout the newest UBS World Expertise Convention, NVIDIA’s CFO was requested if they’d contemplate going to Intel as a Foundry accomplice for the manufacturing of their next-gen chips. To this, the CFO confirmed very constructive remarks primarily based on their assertion.
The majority of NVIDIA’s Information Heart GPUs for AI/HPC and Gaming chips are presently being produced by TSMC however only one era in the past, Samsung was the one constructing NVIDIA’s Gaming GPUs. The Samsung Fabs have been answerable for the event of Ampere, NVIDIA’s GPU household that powers the GeForce RTX 30 “Gaming” graphics playing cards. Nevertheless, as extensively reported in our earlier protection, Samsung is aiming to supervise a way more essential position within the “nourishing” of NVIDIA’s knowledge middle income for the approaching years, because the agency has reached a place that has made it an in depth accomplice to Staff Inexperienced.
It’s anticipated that TSMC will retain its key partnership with NVIDIA for the manufacturing of Hopper H200 and Blackwell B100 GPUs, retaining its AI market share momentum whereas Samsung might be accessible in case extra orders are required. NVIDIA additionally goals to have a wealthy ecosystem of foundry companions and is open to utilizing a 3rd one (referring to Intel). Here’s what NVIDIA needed to say:
I believe there are loads of nice foundry companions. TSMC has been an awesome one. As you already know, we additionally use Samsung as we speak. Would we love a 3rd one? Certain. We’d love a 3rd one. And that takes a piece of what are they by way of the companies. Bear in mind, there’s different ones which will come to the U.S. TSMC within the U.S. could also be an choice for us as effectively. Not essentially totally different, however once more by way of the totally different area. Nothing that stops us from probably including one other foundry.
Colette Kress (NVIDIA CFO) at UBS World Expertise Convention
Samsung Foundry has framed its choices in a means that has compelled crew inexperienced to extend its order placement volumes to the agency, on condition that not solely has the Korean big refined its processes, however has constantly collaborated with Staff Inexperienced for the previous two years to develop into a dependable provider.
The sting Samsung has over different foundry rivals is its in depth line of kit that may cater to semiconductor, reminiscence, and packaging levels, which not solely offers NVIDIA a “hybrid accomplice” however Samsung might probably give itself a lift if the corporate gives aggressive pricing and supply occasions.
Trade sources have talked about the identify of Intel as a foundry accomplice. Even NVIDIA’s CEO, Jensen Huang hinted at utilizing Intel’s Foundries for upcoming chips. A cope with NVIDIA would positively be a significant deal for Intel as the corporate goals to realize extra IFS companions sooner or later.
Having US-based Foundry companions can even be helpful for NVIDIA and different chip giants equivalent to AMD and even Intel which depends on TSMC for the manufacturing of sure IPs within the chips. However NVIDIA CEO believes that the US remains to be many years away from provide chain independence and bringing TSMC and different main fabs to the US would be the first main step in attaining this aim.
Information Supply: Sedaily