Interesting article. Summery; Key points:
-Both Tegra 4 and Kepler are going to be built using the 28nm process at TSMC and the biggest worry for the company is the constrained supply. Nobody can get enough supply, and the battle is on between AMD, NVIDIA and Qualcomm are scraping for each available 28nm wafer.http://www.brightsideofnews.com/news/20 ... -next.aspx
-NVIDIA did not want to deal with GlobalFoundries while AMD was the shareholder "for competitive purposes".
-what could NVIDIA do? The company talked with the Common Platform for quite some time, and the choice was obvious. When 28nm and 20nm processes started to reach early phase, NVIDIA talked to Samsung about a trial run of Tegra chips. The engineering work required for this task took a lot of effort from NVIDIA and Samsung, but we received word that very recently, NVIDIA received chips from Samsung.
-Qualcomm already uses Common Platform through GlobalFoundries and it looks NVIDIA is joining the Common Platform through the small doors with Samsung. With AMD expanding from GlobalFoundries to TSMC, it looks like the foundry battle will seriously heat up at 20nm.
-Samsung’s Fab in Austin, Texas is a multi-billion dollar investment which currently manufactures Apple A5 and A5X, as well as Samsung’s own Exynos processors. If Apple goes with TSMC due to legal issues "poisoning the well," Samsung will gladly open its doors to NVIDIA. According to our source - judging by the Austin-made Tegra silicon now in NVIDIA’s Santa Clara headquarters, it looks like Samsung already opened up their kimono.
Very interesting stuff. Samsung would be a very good alternative for nvidia. TSMC just isnt capable of the capacity their customers require. I think nvidia would be very wise to branch out into a new fab. I have reservations on this. I think it would be worth it for nvidia to do something most dont. That is to not limit themselves to either fab but to invest in both at the same time. This would cost a lot more but the benefits would be priceless in the long run. Work with two fabs simultaneously to give nvidia more leverage and less constraints. One fab would eventually best the other but stick with both then your gambling less and executing more.
It would give nvidia a huge leg up on their competition even if it would also be costly. Without any debt, nvidia are well positioned to do this. Right now everyone is fighting over small quantities and its hurting. Nvidia needs a way to edge out, to rise above. I think the extra cost of engineering future designs at two different fabs will catapult them to their goals.
Currently in these times, Nvidia is now being held back tremendously because of their fab-less nature. They spent tons of cash on the science and engineering. unbelievable designs already ready for the future. But in this race everyone is stuck in first, everyone but intel. Nvidia absolutely has to stretch out or they will not gain the ground necessary to grow. It is imperative they move very quickly with a grand new plan of action.
what do yous think?