NVIDIA has signed a foundry agreement with Samsung

NVIDIA's current foundry partner is TSMC. The problem that plagued them from the end of 2011 to the first half of 2012 was that TSMC's 28nm capacity was insufficient, resulting in insufficient Kepler chip shipments. NVIDIA is still looking for new OEMs. partner.

South Korean media reported that NVIDIA has signed a new OEM agreement with Samsung to undertake the manufacture of some NVIDIA chip products. It is reported that Samsung has started mass production of 28nm HKMG process by the end of 2012. The progress has finally caught up with TSMC's 28nm process. The current GTX600 series has also become more realistic.

In addition, NVIDIA is looking for a foundry partner other than TSMC, not only because of the 28nm capacity shortage. The upgrade of the chip process usually means lower cost, but the specific cost must also consider the fab's yield, mass production scale and wafer cost. NVIDIA believes that the future TSMC process can double the transistor density, but the cost per wafer has also increased by 15%. The 20nm and 16nm processes are only a small part of the cost compared with the current 28nm process. .

Recognizing NVIDIA means that Samsung can win a $4 billion business in the future, and NVIDIA's business is becoming more and more extensive, and Tegra processors are increasingly important to NVIDIA.

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