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FUD: AMD & Nvidia "working on 20nm GPUs"

Orangey

Orangey

Orangey

Soldato
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TSMC has been going from strength to strength for years. As the PC market cooled down and GPU shipments went off cliff, the company simple bridged the gap by fulfilling orders for 28nm ARM SoCs. Over the past couple of years TSMC saw its shipments and revenue go through the roof, but now the winning streak could be coming to an end.

However, although it might lose some tier one clients, Nvidia and AMD should keep their business at TSMC. Both companies are working on 20nm GPUs and they’re not going anywhere. AMD could shift to Globalfoundries sometime in the future, but not in this particular product cycle.
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http://fudzilla.net/home/item/35255-tsmc-reportedly-losing-apple-and-qualcomm-orders

I think it's interesting that this seems to contradict what we have heard about AMD/GF. Do you think 20nm GPUs will come when the process is profitable enough / refined enough?
 
Hmm Apple and Qualcomm going elsewhere, I cannot see Apple going to use Samsung, so I would expect them to go to Global Foundries, how that will effect GF availability for others I can only speculate, but TSMC was completely stuffed due to Apple hogging most of the early 20nm capacity.
 
Orangey said:
I think it's interesting that this seems to contradict what we have heard about AMD/GF. Do you think 20nm GPUs will come when the process is profitable enough / refined enough?
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Dunno about AMD but the more recent rumours as posted in the other thread is that TSMC couldn't produce the volume for a top to bottom 20nm GPU range for nVidia and nVidia weren't happy with 20nm for the full fat Maxwell design hence the suggestion of seeing "880" type part (and lower) on 28nm, some kind of Titan on 20nm after that and then the full fat "980" on 16nm FF or similar at a later date.
 
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bru said:
Hmm Apple and Qualcomm going elsewhere, I cannot see Apple going to use Samsung, so I would expect them to go to Global Foundries, how that will effect GF availability for others I can only speculate, but TSMC was completely stuffed due to Apple hogging most of the early 20nm capacity.
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Apple already use samsung to make numerous parts for their products, so its not much of a stretch now is it.

http://appleinsider.com/articles/13...nufacturer-of-apples-new-a7-chip-in-iphone-5s
 
Man all these different rumors, can't help but think this is just to pad out the slow news days. Expect more arguing between AMD's and Nvidia's PR soon, anything to take the focus away from lack of new hardware..
 
I think that we will see new GPU's out around October time, think that AMD/Nvidia want people buying the R9 290/GTX780/ti for a bit longer yet to deplete old stock + profit even more from R&D. Need to have a big jump of at least 50% for us to use 4k gaming @60fps maxed really, if we are going to have single GPU setups.
 
Apple are NOT trying to move away from Samsung. They moved to TSMC because they had 20nm available sooner, but will be moving to Samsung for 14nm (20nm + finfets) because it will be available 3-6 months before TSMC's comparable finfet process is available. Though it's said that TSMC's might be the best overall process, but specifically stated that it's factoring in cost. It's quite possible that Samsung/GloFo will be first to decent quality finfet on 20nm and have the best process, but cost a bit more.

Second sourcing is a HUGE deal in these industries, both for overall capacity and having separate locations. If there is an earthquake or a flood around a TSMC fab, with most of them localised it can stop output for months, think the floods causing HDD issues. For someone like Apple that could be billions lost in a quarter or two if no chips are being supplied.

One of the biggest reasons Samsung/GloFo hooked up to use the same 14nm process was precisely so Apple could get a second source, and Qually care about second sourcing to. They both moved/produced more at TSMC this round but moved back basically the second Samsung/GLoFo situation was sorted.

In terms of what gpu's will come out where. There is a general trend of AMD trying to use GloFo, but new processes aren't easy. Waiting 6-12 months to launch a card can make it almost obsolete.

While AMD's plan is to move more to GloFo, they'll do whatever works at the time. if GloFo's process sucks or is a little late for one process they'll just tape out at TSMC for that card. If GloFo are ahead for the next process step they'll switch right back.

GloFo's best 28nm process is incredibly close to Intel's 22nm in quality, and likely not too far off a low yielding new 20nm TSMC process, less dense, sure, but power wise maybe pretty close.


If 20nm TSMC, looking to be more like late 2015. If TSMC 20nm + finfets(marketed as 16nm), probably mid 2016. if GloFo 20nm + finfets(marketed as 14nm) then maybe late 2015.
 
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