News [Toms per digitimes] samsung to fab nv ampere

swilli89

Golden Member
Mar 23, 2010
1,558
1,181
136
I'm amazed there hasn't been more discussion about this. Samsung is outbidding TSMC and its design rules and performance on its 7nm is apparently enough to have NVIDIA switch. https://www.eetimes.com/document.asp?doc_id=1334769#

In that article they discuss the tactics Samsung is using to steal work from TSMC. Samsung is offering full mask designs for the cost of a TSMC MLC mask, a cheaper multi layer mask that TSMC offers at a 40% discount for smaller companies.

https://www.tomshardware.com/news/samsung-nvidia-7nm-ampere-tsmc,39583.html

So now Samsung is fabbing AMD gpu's with a license, fabbing NVIDIA GPU's on contract, and might win next gen AMD CPU parts. This is honestly a massive shake up of the fab industry as we know it. This also tells us that NVIDIA has vetted Samsung's process and found it to be adequete for its bread and butter, high performance GPUs. This is huge!

Lastly, i'm stunned NVIDIA isn't bringing 7nm products until next year. They added costly RTX transistors to Pascal and called it Turing on the mature 16nm node, and then decided to wait two years to bring something truly next gen out? We know NVIDIA has and easily is able to afford multiple design teams, so its unthinkable they have milked the market this long.

When they were facing competition from AMD, they released Pascal on TSMC's 16nm process fairly quickly. Its mind blowing that Apple released products on the 7nm process in 2017 and NVIDIA won't until nearly three years after.
 
Last edited:
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ozzy702

Golden Member
Nov 1, 2011
1,151
530
136
I'm amazed there hasn't been more discussion about this. Samsung is outbidding TSMC and its design rules and performance on its 7nm is apparently enough to have NVIDIA switch. https://www.eetimes.com/document.asp?doc_id=1334769#

In that article they discuss the tactics Samsung is using to steal work from TSMC. Samsung is offering full mask designs for the cost of a TSMC MLC mask, a cheaper multi layer mask that TSMC offers at a 40% discount for smaller companies.

https://www.tomshardware.com/news/samsung-nvidia-7nm-ampere-tsmc,39583.html

So now Samsung is fabbing AMD gpu's with a license, fabbing NVIDIA GPU's on contract, and might win next gen AMD CPU parts. This is honestly a massive shake up of the fab industry as we know it. This also tells us that NVIDIA has vetted Samsung's process and found it to be adequete for its bread and butter, high performance GPUs. This is huge!

Lastly, i'm simply amazed NVIDIA isn't bringing 7nm products until next year. They added costly RTX transistors to Pascal and called it Turing on the mature 16nm node, and then decided to wait two years to bring something truly next gen out? We know NVIDIA has and easily is able to afford multiple design teams, so its unthinkable they have milked the market this long.

When they were facing competition from AMD, they released Pascal on TSMC's 16nm process fairly quickly. Its mind blowing that Apple released products on the 7nm process in 2076 and NVIDIA won't until nearly three years after.

Agreed! Regarding NVIDIA's slow move to 7nm, lets be honest, it's only because there is little competition and if they aren't in a rush that points to current NVIDIA offerings being more than capable of combating NAVI with reduced pricing. Looking forward to ampere, hoping the 3080TI is a beast.
 
Reactions: beginner99

Head1985

Golden Member
Jul 8, 2014
1,866
699
136
Yeah they dont need move to 7nm.Navi is 1year late than turing and looks like it will be only overpriced midrange die.Radeon7 is average slower than 1080TI and 2years later.
If AMD preparing full stack like they did in past when they actually have money for it it, then NV will be in hurry move to 7nm to compete with them.
Full stack mean something like this:
400-440mm2 and price 500-600usd 2080TI level maybe little faster
300-330mm2 and price 300-400usd little faster than 1080TI
200-250mm2 and price 200-250usd rtx2060 level
But instead looks like we will have only that 200-250mm2 die and for 400+usd.So nv can just relax and pretty much they dont need do anything.
 
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JDG1980

Golden Member
Jul 18, 2013
1,663
570
136
Lastly, i'm stunned NVIDIA isn't bringing 7nm products until next year. They added costly RTX transistors to Pascal and called it Turing on the mature 16nm node, and then decided to wait two years to bring something truly next gen out? We know NVIDIA has and easily is able to afford multiple design teams, so its unthinkable they have milked the market this long.

Nvidia's cadence has been one consumer architecture every 2 years.
Kepler - 2012
Maxwell - 2014
Pascal - 2016
Turing - 2018
Ampere - 2020

Why expect that to change? It's pretty clear that even if Navi catches up with Nvidia's current midrange, it's not going to come close to the performance crown. "Big Navi" next year could conceivably do so, but it wouldn't have much time on top before Ampere arrives.
 
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tajoh111

Senior member
Mar 28, 2005
304
320
136
I'm amazed there hasn't been more discussion about this. Samsung is outbidding TSMC and its design rules and performance on its 7nm is apparently enough to have NVIDIA switch. https://www.eetimes.com/document.asp?doc_id=1334769#

In that article they discuss the tactics Samsung is using to steal work from TSMC. Samsung is offering full mask designs for the cost of a TSMC MLC mask, a cheaper multi layer mask that TSMC offers at a 40% discount for smaller companies.

https://www.tomshardware.com/news/samsung-nvidia-7nm-ampere-tsmc,39583.html

So now Samsung is fabbing AMD gpu's with a license, fabbing NVIDIA GPU's on contract, and might win next gen AMD CPU parts. This is honestly a massive shake up of the fab industry as we know it. This also tells us that NVIDIA has vetted Samsung's process and found it to be adequete for its bread and butter, high performance GPUs. This is huge!

Lastly, i'm stunned NVIDIA isn't bringing 7nm products until next year. They added costly RTX transistors to Pascal and called it Turing on the mature 16nm node, and then decided to wait two years to bring something truly next gen out? We know NVIDIA has and easily is able to afford multiple design teams, so its unthinkable they have milked the market this long.

When they were facing competition from AMD, they released Pascal on TSMC's 16nm process fairly quickly. Its mind blowing that Apple released products on the 7nm process in 2017 and NVIDIA won't until nearly three years after.

A11 bionic was 10nm based and released in september of 2017, A12 was based on 7nm and was released during September of 2018. Which is not far off the turing launch.

So considering the scale of a top to bottom launch and the 7nm capacity absorbed by qualcomm, Huawei and Apple, there was not much in terms of volume available for a full production of 7nm. Just small orders like Radeon VII were possible which had a big premium attached to it.

In addition, launching 7nm last year would have cratered and devalued any available pascal inventory which had value in the high hundreds of millions(closer to a billion than 100 million). With the limited supply of 7nm, you would be introducing a huge loss to write off the depreciation.

Add the limited availability of 7nm and the super premium attached to it, if Nvidia wanted to do a full launch of cards from top to bottom of 7nm during the turing release, the would of had to outbid qualcomm, apple and Huawei which is not possible. AMD got the remnants of any remaining capacity and used this for radeon vii and instinct m60. As a result, 12nm was likely the only option for a volume launch at the end of 2018.

I suspect turing would have come sooner if the mining market didn't extend the profitability of pascal and we might be getting 7nm Amphere or whatever at the end of 2019. However mining did occur and Turing life can't be too short to recover the R and D investment on it. I.e They cannot release it in October and obsolete it 1 year later, no way they can recover their R and D investment.

All things considered Nvidia might have high prices but compared to Intel and AMD, they have been milking the consumer the least when it comes to extending product lifecycles(lack of rebadges and shortest time between generations). Nvidia has the quickest releases schedule and has been releasing atleast double the amount of products of AMD in the same time span(new products not rebadges). I find it unfair when people call turing milking the consumer but not the RX590 which is the third iteration of Polaris at a higher msrp than the RX 480 with the same memory and design.
 

swilli89

Golden Member
Mar 23, 2010
1,558
1,181
136
A11 bionic was 10nm based and released in september of 2017, A12 was based on 7nm and was released during September of 2018. Which is not far off the turing launch.

So considering the scale of a top to bottom launch and the 7nm capacity absorbed by qualcomm, Huawei and Apple, there was not much in terms of volume available for a full production of 7nm. Just small orders like Radeon VII were possible which had a big premium attached to it.

In addition, launching 7nm last year would have cratered and devalued any available pascal inventory which had value in the high hundreds of millions(closer to a billion than 100 million). With the limited supply of 7nm, you would be introducing a huge loss to write off the depreciation.



Add the limited availability of 7nm and the super premium attached to it, if Nvidia wanted to do a full launch of cards from top to bottom of 7nm during the turing release, the would of had to outbid qualcomm, apple and Huawei which is not possible. AMD got the remnants of any remaining capacity and used this for radeon vii and instinct m60. As a result, 12nm was likely the only option for a volume launch at the end of 2018.

I suspect turing would have come sooner if the mining market didn't extend the profitability of pascal and we might be getting 7nm Amphere or whatever at the end of 2019. However mining did occur and Turing life can't be too short to recover the R and D investment on it. I.e They cannot release it in October and obsolete it 1 year later, no way they can recover their R and D investment.

All things considered Nvidia might have high prices but compared to Intel and AMD, they have been milking the consumer the least when it comes to extending product lifecycles(lack of rebadges and shortest time between generations). Nvidia has the quickest releases schedule and has been releasing atleast double the amount of products of AMD in the same time span(new products not rebadges). I find it unfair when people call turing milking the consumer but not the RX590 which is the third iteration of Polaris at a higher msrp than the RX 480 with the same memory and design.
Are you joking? Yes Intels quad-core milking of its mainstream platforms for nearly 8 years is indeed absurd but nvidia has grossly inflated prices of its chips on a per area basis.

Grx 560 was 332mm and cost $249.

Grx 1080 was 314mm and cost $699

The idea that transistor costs have increased proprotially more than area reductions and resulting in more expensive wafers has been largely disproven. There's been a slight increase from 40nm to 16nm spatial costs. Transistor costs soared but they physically shrank offsetting most of this.

Do you want proof? Go look at NVIDIA'S earnings from the last 5 years. Record MARGIN expansion in its gaming products.

Simple fact is less competition means nvidia charged more for smaller dies. Yeah that's just business. Doesn't make them evil. But don't sit there and say they aren't milking because that's exactly what they're doing.
 

beginner99

Diamond Member
Jun 2, 2009
5,219
1,591
136
I find it unfair when people call turing milking the consumer but not the RX590 which is the third iteration of Polaris at a higher msrp than the RX 480 with the same memory and design.

Fair enough. I think this happens because no one here even takes the 590 seriously and lack of believe AMD could do better while people think NV could do better which is obviously true. Just replace RTX-parts with normal shaders and people would have been a lot happier.
 
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Dribble

Platinum Member
Aug 9, 2005
2,076
611
136
Well this is AMD's chance - they've got 7nm well ahead of their competition, and then Nvidia are moving to another companies brand new node which might well have issues. Obviously we don't know the full detail - it may well be difficult for AMD to get enough fab capacity, or it may be very expensive. Even so, this is AMD's opportunity.
 
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Mar 11, 2004
23,147
5,613
146
Hasn't Intel indicated that their GPU will probably be on 14nm? Maybe that's just one version of it?

Oh I see people are speculating because Raja visited Samsung. But the rumors there are talking Samsung fabbing Intel's GPU on 5nm next year? I'm very skeptical of that happening unless its basically just sampling it (kinda like AMD did with Vega 20 last year) while they wait for production to really ramp up.

I also have doubts about Samsung's process, in that I have a hunch they're gaming the naming to try and act like they're keeping up with TSMC.

Agreed! Regarding NVIDIA's slow move to 7nm, lets be honest, it's only because there is little competition and if they aren't in a rush that points to current NVIDIA offerings being more than capable of combating NAVI with reduced pricing. Looking forward to ampere, hoping the 3080TI is a beast.

I disagree. I don't think Nvidia had much of a choice. Apple probably got almost all the initial 7nm production, and AMD seems to have bought a large amount of the following (partly because they had a heads up that GF was going to stop their 7nm so they were sure to get ahead of things there; and they were aggressive on securing 7nm specifically to gain advantage over Intel and Nvidia), and then Qualcomm will have been fabbing the 855 there as well. Its entirely possible that Nvidia would've been very constrained to get 7nm any sooner than they are by going with Samsung. Heck, this seems kinda late to be making such an announcement even, so I really wonder how soon we'll get much 7nm products from Nvidia.

Samsung's 7nm is EUV and thus was like a year late (maybe longer, Samsung is saying they'll have EUV lines up and running 2020) compared to TSMC's 7nm. And also because of EUV, which is limited by the number of the EUV machines needed for it, means it might also be constrained some even once its up and running. Its possible that Nvidia is Samsung's only 7nm customer (outside of themselves), which is why Samsung is probably desperate to get customers.

I wonder if Apple is going to to 7nm+, as 6nm isn't ready yet. Which that would probably mean Nvidia wouldn't have been able to go TSMC 7nm+ this year either. Which, it seems like TSMC's 5nm (EUV) might be ahead of their 6nm (it starts risk production early next year)?

Nvidia likely had not a whole lot of choice. They'd have to pay TSMC more because of competition (because most were going to TSMC as they were the only ones with 7nm ready).

I definitely wouldn't read that this means Samsung's 7nm is going great. Heck, without Samsung bending over backwards to win them, I'm not sure we'd see Nvidia go with them even. We'll see, but I view this more as Samsung desperate for customers. I wonder if this might also mean that Intel passed on Samsung (so Nvidia really had to basically settle for them).

I do agree that Nvidia isn't terribly desperate to get 7nm stuff out because AMD isn't pushing them that hard (we'll see if Navi changes that any). But I'm not sure that's the actual limiting factor at play here. I keep trying to get people to realize that designing, engineering, and manufacturing GPUs is becoming a problem. It costs a LOT of money, it takes longer, and they get less gains from process (and trying to fab such large transistor dense chips on these new processes is presenting issues above that). On top of that, they're having to try and appease multiple markets with these chips, and its inevitable that its going to lead to things not being what gamers want. There's a reason why Nvidia talked about how much Pascal took to develop. Without mining, I think we might even have seen the dGPU market collapse (not totally, but such that it would cause a lot of concern; heck we kinda saw that even with mining with Softbank dropping their Nvidia investment), due to high prices and lack of real tangible performance improvements. I think that's why Nvidia felt ray-tracing was needed to try and reinvigorate the market for dGPUs.
 

Guru

Senior member
May 5, 2017
830
361
106
I'm amazed there hasn't been more discussion about this. Samsung is outbidding TSMC and its design rules and performance on its 7nm is apparently enough to have NVIDIA switch. https://www.eetimes.com/document.asp?doc_id=1334769#

In that article they discuss the tactics Samsung is using to steal work from TSMC. Samsung is offering full mask designs for the cost of a TSMC MLC mask, a cheaper multi layer mask that TSMC offers at a 40% discount for smaller companies.

https://www.tomshardware.com/news/samsung-nvidia-7nm-ampere-tsmc,39583.html

So now Samsung is fabbing AMD gpu's with a license, fabbing NVIDIA GPU's on contract, and might win next gen AMD CPU parts. This is honestly a massive shake up of the fab industry as we know it. This also tells us that NVIDIA has vetted Samsung's process and found it to be adequete for its bread and butter, high performance GPUs. This is huge!

Lastly, i'm stunned NVIDIA isn't bringing 7nm products until next year. They added costly RTX transistors to Pascal and called it Turing on the mature 16nm node, and then decided to wait two years to bring something truly next gen out? We know NVIDIA has and easily is able to afford multiple design teams, so its unthinkable they have milked the market this long.

When they were facing competition from AMD, they released Pascal on TSMC's 16nm process fairly quickly. Its mind blowing that Apple released products on the 7nm process in 2017 and NVIDIA won't until nearly three years after.
Apple is a much bigger player, AMD also took a huge portion of 7nm and the rest was small pieces here and there, including Nvidia with their Volta and professional GPU's.

Thing is Nvidia just couldn't snap up any free 7nm wafers, they were all taken.
 

AtenRa

Lifer
Feb 2, 2009
14,002
3,357
136
Doubt it. I think it's more like nVidia didn't want to pay for 7FF designs when SS7 is a lot cheaper.

Doubt it, now they will have to compete in a price war against half the size dies, IF NAVI is good.

ps. Currently, TSMC 7nm is more than one year in full production. Today yields of 250mm2 at 7nm will be way higher than 445mm2 at 12nm .
 

jpiniero

Lifer
Oct 1, 2010
14,806
5,431
136
Doubt it, now they will have to compete in a price war against half the size dies, IF NAVI is good.

ps. Currently, TSMC 7nm is more than one year in full production. Today yields of 250mm2 at 7nm will be way higher than 445mm2 at 12nm .

AMD's likely paying more than double per wafer though.
 

AtenRa

Lifer
Feb 2, 2009
14,002
3,357
136
AMD's likely paying more than double per wafer though.

For sure, but they also make more than double the dies per wafer though.

Also, NV will need double the 12nm wafer capacity to release the same number of chips vs AMDs 7nm . That means they will need double the time or have double the fab capacity. The bigger the die the more wafer volume they will need.
 
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