Jun 6, 2024 · NVIDIA's CEO Jensen Huang said on June 5th that TSMC's stock price is too low, and he agrees with new TSMC chairman C. C. Wei's idea about TSMC's value. Jensen promised to support TSMC in charging more for their wafers and a type of packaging called CoWoS. An article from TrendForce says that NVIDIA...

Jan 16, 2025 · TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$868.46 billion, net income of NT$374.68 billion, and diluted earnings per share of NT$14.45 (US$2.24 per ADR unit) for the fourth quarter ended December 31, 2024. Year-over-year, fourth quarter revenue increased 38.8% while...

Mar 19, 2024 · TSMC 4N is a derivative of the company's mainline N4P node, the "N" in 4N stands for NVIDIA. This is a nodelet that TSMC designed with optimization for NVIDIA SoCs. TSMC still considers the 4N as a derivative of the 5 nm EUV node. There is very little public information on the power- and transistor density improvements of the TSMC 4N over TSMC N5.

NVIDIA's GH100 GPU uses the Hopper architecture and is made using a 5 nm production process at TSMC. With a die size of 814 mm² and a transistor count of 80,000 million it is a very big chip. GH100 does not support DirectX. For GPU compute applications, OpenCL version 3.0 and CUDA 9.0 can be used.

NVIDIA's GB202 GPU uses the Blackwell 2.0 architecture and is made using a 5 nm production process at TSMC. With a die size of 750 mm² and a transistor count of 92,200 million it is a very big chip. GB202 supports DirectX 12 Ultimate (Feature Level 12_2). For GPU compute applications, OpenCL version 3.0 and CUDA 10.1 can be used.

Oct 11, 2024 · NVIDIA's "Blackwell" series of GPUs, including B100, B200, and GB200, are reportedly sold out for 12 months or an entire year. This directly means that if a new customer is willing to order a new Blackwell GPU now, there is a 12-month waitlist to get that GPU. Analyst from Morgan Stanley Joe Moore c...

Oct 18, 2024 · NVIDIA and TSMC have maintained a partnership for nearly 30 years, a relationship underpinned by a unique network within the Greater China region. NVIDIA's CEO Huang is a Taiwanese-American, and TSMC is a symbol of Taiwan. It is a well-known anecdote that Huang once remarked, "Without TSMC, there would be no NVIDIA today."

Dec 6, 2024 · TSMC is reportedly negotiating with NVIDIA to manufacture advanced "Blackwell" GPUs in its Arizona facility. First reported by Reuters, this partnership could mark another major shift in AI chip production toward US soil. The discussion centers around TSMC's Fab 21 in Phoenix, Arizona, specializing in 4 nm and 5 nm chip production.

NVIDIA's GB207 GPU uses the Blackwell 2.0 architecture and is made using a 5 nm production process at TSMC. GB207 supports DirectX 12 Ultimate (Feature Level 12_2). For GPU compute applications, OpenCL version 3.0 and CUDA 10.1 can be used.

Sep 26, 2023 · NVIDIA is reported to be on next year's 3 nm-class order book at TSMC, with the Blackwell GB100 data-center GPU marked down as an important production project. A DigiTimes insider piece proposes that Team Green has signed up for orders in the second half of 2024, giving TSMC some wiggle room to iron out alleged advanced packaging issues—but ...