Rumor: TSMC could cut 3 nm wafer prices to allow for orders from big clients like AMD and Nvidia

[Redaktion]

As of now, the only firm orders for 3 nm wafers received by TSMC come from Apple and Broadcom, while most of the other big clients are not thrilled about the high production costs. Industry sources are suggesting that TSMC could be looking to lower 3 nm wafer prices to attract orders from AMD and Nvidia, maybe even from Qualcomm and MediaTek.

https://www.notebookcheck.net/Rumor-TSMC-could-cut-3-nm-wafer-prices-to-allow-for-orders-from-big-clients-like-AMD-and-Nvidia.680847.0.html

[Erik]

Seeing how Team Green likes to jump ships whenever there are problems with TSMC production prices, it might not be too surprising to find out that the RTX 5000-series employ Samsung's 3 nm tech.

And if Samsung's yields and performance turn out to be disappointing again it might hit them back in that place, just like with Ampere. The jump in energy efficiency from Ampere to Ada Lovelace was particularly impressive, in the previous generation it was AMD that offered the most efficient GPUs and I think everyone can agree that the switch to TSMC played a significant role.

[S.Yu]

Seeing how Team Green likes to jump ships whenever there are problems with TSMC production prices, it might not be too surprising to find out that the RTX 5000-series employ Samsung's 3 nm tech.

And if Samsung's yields and performance turn out to be disappointing again it might hit them back in that place, just like with Ampere. The jump in energy efficiency from Ampere to Ada Lovelace was particularly impressive, in the previous generation it was AMD that offered the most efficient GPUs and I think everyone can agree that the switch to TSMC played a significant role.

Not an if.😐