3 ms·

What's fabbed by Samsung? Almost nothing these days. Companies won't use Samsung even when there's a TSMC shortage.

• epolanski 3y ago
  Previous Nvidia gen was on Samsung silicon iirc.
  • metaphor 3y ago
    A100 was TSMC N7[1]; only consumer Ampere was Samsung 8N. [1] https://developer.nvidia.com/blog/nvidia-ampere-architecture-in-depth/ https://developer.nvidia.com/blog/nvidia-ampere-architecture...
    • lnenad 3y ago
      "only" for one of their best selling series.
      • metaphor 3y ago
        The story underlying "best selling series" is buried in details that your 1-liner quip conveniently ignores. To close FY23, Nvidia reported[1] -27% YoY gaming segment revenue decline, while data center segment saw +41% YoY revenue growth to overtake gaming segment revenue contributions by 65%. -8% YoY gross margin contraction was largely attributed to $2.17 billion Ampere inventory glut in excess of demand expectations. Take a wild guess which segment accounts for the lion's share of this Ampere inventory glut. [1] https://www.sec.gov/Archives/edgar/data/1045810/000104581023000014/q4fy23cfocommentary.htm https://www.sec.gov/Archives/edgar/data/1045810/000104581023...
• manuelabeledo 3y ago
  Samsung foundries cannot compete with TSMC on capacity. Regardless, they do have Nvidia and Qualcomm as customers.
  • GeekyBear 3y ago
    I think the issues Qualcomm had at Samsung before moving to TSMC were performance and power based in addition to early yield issues. https://www.anandtech.com/show/17395/qualcomm-announces-snapdragon-8-gen-1-moving-to-tsmc-for-more-speed-lower-power https://www.anandtech.com/show/17395/qualcomm-announces-snap... https://www.sammobile.com/news/samsung-foundry-4nm-yield-snapdragon-8-gen-1-chips-very-low/ https://www.sammobile.com/news/samsung-foundry-4nm-yield-sna...
• halJordan 3y ago
  Samsung fabs a lot of memory. You can call it less sexy than a logic chip, but between nand and ram there's a lot of it going around.