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Intels XE 2020 desktop GPU hardware preview

This is the best time for intel to release gfx cards. No matter how crap they are they will be sold out due to gpu shortage. but once gpu stock from nvidia and amd is available then intel gonna struggle.
 
AMD can fit 96 Navi 21 cores per 300mmm wafer - assuming a rate of 70% working, thats 65 cores per wafer. Intel wont be getting 100 per 6nm wafer
 
For Nvidia (on samsung 8nm), the numbers play out as 35 working dies from 79 on a wafer (or so) for GA102 - but Samsung are charging $7k a wafer rather than $10K from tsmc - this info is from 4 months ago though
 
StephenJ said:
So it sounds like the Samsung 8nm process is having issues with failure rates with 35 out of 79 ?
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Nv are also staying at Samsung for Ampere replacement (whether on 8nm or the new 7nm remains to be seen) - TSMC have no capacity at 7, 7+ or 5 at all. You can bet Nv are leaning on Samsung to improve yields (which is surprising that 8nm isnt so good - its a mature process, 14nm>12nm (at glofo)>10nm>8nm all LPP) whereas 7nm will be EUV.
 
Harlequin said:
Nv are also staying at Samsung for Ampere replacement (whether on 8nm or the new 7nm remains to be seen) - TSMC have no capacity at 7, 7+ or 5 at all. You can bet Nv are leaning on Samsung to improve yields (which is surprising that 8nm isnt so good - its a mature process, 14nm>12nm (at glofo)>10nm>8nm all LPP) whereas 7nm will be EUV.
Click to expand...

im sure samsung is leaning on themselves without nvidia chiming in, better yields mean more profit and less waste.
 
Harlequin said:
For Nvidia (on samsung 8nm), the numbers play out as 35 working dies from 79 on a wafer (or so) for GA102 - but Samsung are charging $7k a wafer rather than $10K from tsmc - this info is from 4 months ago though
Click to expand...
That's fully working dies though, which the yield calculators don't really emphasis enough.
Nvidia have always been very good at salvaging dies, and TPU currently list 6 GA102 cards with only the RTX A6000 being close to the full die. Maybe they'll even release a GA102 based RTX 3070 Ti later.
There was another thread here, where the speculation was that TSMC are currently charging closer to $15k per 7nm wafer though so if Samsung are charging $7k that's quite a difference (although of course Samsung's 8nm is a lot worse than TSMC's 7nm in just about all characteristics).
 
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