Korean media “BusinessKorea” reported on Monday (4th) that NVIDIA, a major graphics chip maker, has decided to cooperate with TSMC to produce a new generation of graphics processing units (GPUs). TSMC is expected to further expand the foundry market by the end of this year. Accounting rate.
At the 2022 developer conference held at the end of March, Huida announced the NVIDIA H100, a new generation of data center Hopper architecture graphics processor.
According to Korean media reports, huida has planned to use TSMC’s 4nm process technology to produce the NVIDIA H100, which can process 40 terabytes per second, or about 4,200 1.2 GB movies, and this new product will start in the third quarter of 2022. supply. In addition, Huida’s other RTX 4000 will also be mass-produced with TSMC’s 5nm process technology.
TSMC (TSM-US) In 2019, it monopolized the production of huida data centers and consumer computer GPUs. Until 2020, in order to diversify suppliers to reduce production costs and improve product competitiveness, huida first handed over the production of GeForce RTX 3000 series GPUs to Samsung Electronics.
However, due to the low yield rate of Samsung foundry products, Huida has been forced to completely switch to TSMC. It is reported that Huida has paid TSMC as much as 7 billion US dollars to ensure that its products are mass-produced using TSMC’s 5nm process technology.
According to industry insiders, by the end of this year, almost all of Huida’s GPU foundry orders will be taken by TSMC, and since Huida owns 80% of the global GPU market share, TSMC’s market share is expected to further expand in the future.
After Samsung lost the order from Huida, a major customer, the foundry dilemma has just begun, and Samsung may also lose another major wafer customer, Qualcomm (QCOM-US)。
Industry insiders said that although Samsung won orders for Qualcomm’s flagship chip Snapdragon 8 chip, Samsung continued to lag behind TSMC in terms of process yields below 5nm. At the same time, Qualcomm has decided to cooperate with TSMC to produce the next-generation 3-nanometer application processor (AP).
half feeThe index closed in the red 1.73% at 3,424.95 points on Monday, with TSMC ADR (TSM-US) rose 1.95%, Qualcomm (QCOM-US) rose 4.64%.