NVIDIA Is Now Rumored To Switch Towards Samsung Foundry For 2nm Process, Ditching TSMC Due To High Costs
Posted: Jan 04, 2025
- NVIDIA is rumored to switch from TSMC to Samsung Foundry for its 2nm process due to high costs
- TSMC has reportedly secured orders for its 2nm node, but may not beat Samsung Foundry until 2030
- Mainstream industry clients like NVIDIA and Qualcomm are exploring diversifying their supply chain beyond TSMC for 2nm chips
- Apple has shifted its plans for 2nm chips to 2026 due to concerns about TSMC's costs and production capacity
- TSMC is dominating the market with 5nm and 3nm supply, but may face more competition in the 2nm market from Samsung and others
- Samsung's 2nm process has not impressed the market, leading companies to ultimately revert back to TSMC
- Apple may no longer be TSMC's biggest customer this year
- NVIDIA GeForce RTX 50 GPUs are rumored to have DLSS 4 support, and custom models like ASUS's RTX 5080 are listed for sale at a high price.
What do people on Reddit think?
🚨 Reddit sentiment: mixed/negative - While there is some bullish sentiment about using Samsung for cost advantages and historical collaborations, a majority express skepticism regarding Samsung's technical capabilities and suggest the news could simply be a pricing tactic against TSMC. Summarized comments: - Rumors suggest NVIDIA might switch to Samsung Foundry for 2nm process due to TSMC's high costs - Some users doubt Samsung's capability, mentioning lagging technology and poor performance last year - A potential move to Samsung could be a strategy to pressure TSMC on pricing - Historically, NVIDIA has used Samsung to manufacture Ampere Chips (RTX 3000 series) - Qualcomm is also rumored to be shifting to Samsung, aligning with NVIDIA's supposed move - Mixed feelings about NVIDIA's potential relationship with Samsung, given historical performance and pricing Stock tickers discussed: $NVDA, $SMSN, $TSM
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