2023-12-09 14:58:00
NVIDIA once once more commented on the possibility of manufacturing chips using Intel lithographs. During a recent conference, the “green team” highlighted its partnership with two of the world’s leading semiconductor manufacturers, TSMC and Samsung, while considering the inclusion of a third supplier in its production chain.
When asked regarding the possibility of considering using Intel technologies, Colette Kress, chief financial officer at NVIDIA, responded enthusiastically that she would “love a third” foundry service provider, making a point of highlighting that there is positive fierce competition with affiliates. from TSMC.
I think there are a lot of great foundry partners. TSMC has been great. As you know, today we also use Samsung. Would we love a third? Clear. We’d love a third. And this requires a study of what they are interested in in terms of services. Keep in mind, there are others who may come to the United States. TSMC in the United States might be an option for us as well. Not necessarily different, but once more in terms of different region. Nothing that would stop us from potentially adding another foundry.
Colette Kress
CFO from NVIDIA
Industry sources say that Samsung intends to expand its presence in the high-performance hardware market, and to achieve this, its strategy would be to impress NVIDIA — the leader in the artificial intelligence hardware segment recognized by Intel — with its next generations of lithography, such as the future 1.4 nanometer process.
Samsung Foundry, the company’s semiconductor foundry arm, is adjusting its offerings to attract more orders from NVIDIA. As an example, the South Korean company recently refined its 4 nanometer processes, ensuring more performance, energy efficiency and greater energy yield. wafers.
Competition in the semiconductor market in the United States might be especially beneficial for the country’s hardware makers — not just NVIDIA, but also AMD and Intel. In addition to saving logistics costs, this phenomenon can guarantee more competitive prices between the American factories of TSMC, Samsung and Intel.
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