Allen
Hotshot
Joined: Oct 1999
Posts: 8,855
Ohio USA
A minor update on earlier news regarding Nvidia 12nm chips. AMD is not mentioned (however, AMD is moving on with 7nm now).
Quote
TSMC $550 Million Blunder Destroyed Thousands Of NVIDIA GPU Wafers
Taiwan Semiconductor Mfg. Co (NYSE:TSM 39 1.40%) confirmed Friday that a manufacturing defect caused the Taiwanese foundry to scrap tens of thousands of wafers at their 12nm/16nm Fab 14 facility. TSMC investigated the matter and found that a ‘photoresist’ layer used an improperly treated compound that contained foreign polymers.
Several companies have been cited as affected, perhaps most importantly graphics chip-maker NVIDIA (NASDAQ:NVDA 158.55 1.22%).
All of NVIDIA’s current Geforce video cards..are fabricated on these production lines
[The times to fabricate a GPU] are increasing from roughly 40 days at 28nm, to 60 days at 14nm/10nm, to 80 to 85 days at 7nm.. [Consequently, Nvidia GPU] supplies may .. [become less available] in the May-June timeframe.
Regarding AMD, I notice the longer production times for 7nm vs 12nm. Obviously, 7nm is more expensive and new design 7nm GPUs take slightly longer to get to store shelves.
