This kind of shipping data with detailed contents is available in the open?
I find that more fascinating than the contents of the shipments.
This kind of shipping data with detailed contents is available in the open?
I find that more fascinating than the contents of the shipments.
3-4 months should be more realistic. But the possibility is high that GM200 is pin-compatible to GK110/GK210, so the PCB designs are ready.
Maybe you can buy GM200 on some >$2k Titan at the end of '14.
Yeah. The GK110 was first launched in November 2012 as a Tesla K20 part, and later as Titan in February 2013. We will probably see that same pattern here.
I think that's specific to India.
Given TSMC's 20nm production ramp (20% of revenue by financial Q4), why couldn't it be 20nm? The NVIDIA presentation arguing against 20nm dates from 2.5 years ago...
It makes a lot of sense for their mobile to go 20nm first. By mid 2015, all the 8xx series will be speed bumped (and hopefully moved down a teir) to become the 9xx series on 20nm.
Apple And Nvidia To Get 16nm FinFET Chips From TSMC One Quarter Earlier Next Year
http://www.tomshardware.com/news/tsmc-apple-nvidia-denver-finfet,27538.html
2014 TSMC Technology Symposium: Full Speed Ahead for 16nm FinFET Plus, 10nm, and 7nm
TSMC now has two 16nm offerings - 16nm FinFET (16FF) and 16nm FinFET Plus (16FF+). The recently added "plus" line is a second-generation FinFET technology that provides power, performance, and area advantages.
http://www.cadence.com/Community/bl...-ahead-for-16nm-finfet-plus-10nm-and-7nm.aspx
I hope they skip 20nm and go directly to 16nm FinFET Plus in 2015.
Though 16FinFet+ is out of the picture until late 2015/early 2016.
This post that quotes from TSMC's Quarterly Report and Q&A shows the delay between 16FF and 16FF+ to be 6 months or less:16nm FinFET Processes
http://www.cadence.com/Community/bl...-ahead-for-16nm-finfet-plus-10nm-and-7nm.aspxThe 16FF and 16FF+ technologies are "ready for prime time," according to Sun (left). He noted that the 16FF yield has already caught up with the 20nm planar (20SoC) process node. As a second-generation FinFET technology, he said, 16FF+ can provide an additional 15% die size reduction compared to 20SoC.
Mark Liu - Taiwan Semiconductor Manufacturing Company Ltd - President & Co-CEO
Okay. 16 FinFET plus will be qualified in September. But remember, we and our customer work on 16 FinFET design one and a half years before. So all the customer already design -- the design is on 16 FinFET, okay. So the customer -- for those customers when the product tape out -- for example, we have a first product tapeout this month, it will ride on 16 FinFET process. And for those customers taped out in the second half, mostly, I would say mostly, will be riding on the 16 FinFET plus. So I would think majority of our process customers will run on 16 FinFET plus. And looking into the volume for the next year, I would say that most of the product will be run on 16 FinFET plus. Okay, thank you."
I keep hearing this kind of information but it's a total non-sens for TSMC as a business point of view.I don't think I'm far off saying this year 99% of TSMC's 20nm revenue comes from Apple and Qualcomm, not NVIDIA (nor AMD)
What makes 16FF+ more difficult than 16FF that it will be available 9-12 months behind 16FF?
This post that quotes from TSMC's Quarterly Report and Q&A shows the delay between 16FF and 16FF+ to be 6 months or less:
http://forums.anandtech.com/showpost.php?p=36487476&postcount=38
I keep hearing this kind of information but it's a total non-sens for TSMC as a business point of view.
First, Nvidia is an historical partner.
Second JHH has very long term and personal relationship with TSMC CEO.
Third Nvidia is officially a leading customer for 20 and 16 nodes.
Then, I don't know a single company that relies on only 2 customers for their business.
Finally, you must also consider that Nvidia is a loyal customer, sourcing 100% of their products at TSMC. On the other side, Qualcomm has more than one supplier and Apple is a volatile bird that will also use Samsung 16nm.
So why on earth TSMC will piss off Nvidia with no 20nm allocation ? It will be a big mistake that will force Nvidia to look elsewhere for next node...
The truth is that Nvidia will get 20nm wafers from TSMC. Will they get everything they have allocated ? maybe not because of Apple deal, but I'm sure Nvidia will have a reasonable pie, at least enough to offer 20nm products if they have planned to.
Given TSMC's 20nm production ramp (20% of revenue by financial Q4), why couldn't it be 20nm? cut