[News] Samsung Reportedly Doing Its Utmost to Win 3nm GPU Orders from NVIDIA

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According to reports from Korean news outlet FN News and Wccftech, aiming to win back NVDIA as a major customer, Samsung has made it a priority to secure chip order from the GPU heavyweight this year. To achieve this, Samsung is reportedly doing everything possible to ensure the company’s 3nm process node, which uses GAA (Gate-All-Around) architecture, meets NVIDIA’s requirements.

Sources quoted by the reports indicated that Samsung has implemented an internal strategy called “Nemo,” specifically targeting NVIDIA. Its foundry now plans to commence mass production of the 3nm GAA process in the first half of 2024. The GAA technology is expected to overcome significant bottlenecks associated with the previous FinFET processes, but it is still uncertain if this will be sufficient to persuade NVIDIA.

NVIDIA has been cooperating with TSMC in advanced process nodes for developing its GPUs for quite a while, both in consumer and data center markets. The tech giant’s latest GPU families, including Ada Lovelace, Hopper, and Blackwell, are all manufactured using TSMC’s 5nm (4N) processes, according to the aforementioned reports.

It’s important to note that NVIDIA last used Samsung’s 8nm process for its GeForce RTX 30 “Ampere” GPUs, designed for the gaming segment. However, the successor to Ampere, the Ada Lovelace “GeForce RTX 40,” switched to TSMC’s 5nm process.

Considering the high demand for NVIDIA’s GPUs, the chipmaker is expected to procure chips from multiple semiconductor fabs, which is simliar to its previous strategy of dual-sourcing HBM and packaging materials, according to Wccftech.

(Photo credit: Samsung)