Nvidia will be TSMC's inaugural client for A16 tech innovations
In the world of technology, the race for superior chip technology continues, with Nvidia's Feynman generation set to make a significant impact in 2028. Here's a rundown of the latest developments in this exciting field.
Nvidia is expected to debut its Feynman generation in 2028, with potential early samples available in 2027. This new generation promises to revolutionise the industry, but it's not the only player in town. Apple and other tech giants could potentially skip the N2 technology and go straight to the A16, which may make their chips faster than Nvidia's offerings.
The A16 chips, to be mass-produced by TSMC by the end of 2026, are expected to bring significant improvements. The metal layers for powering transistors in the A16 chips will move from the top to the bottom of the chip, enhancing electrical characteristics significantly. TSMC's A16 manufacturing process will also incorporate the 2-nanometer (N2) technology with a backside power delivery system, known as Super Power Rails.
However, the A16 and potentially the N2 technology may not be economically viable for smartphone production, implying potential higher costs or less suitability for mobile devices. This could make these chips more expensive or less appealing for manufacturers focusing on mobile devices.
Meanwhile, Nvidia seems to be in the lead, as it is tipped to be TSMC's first customer for the A16 technology, skipping the N2 process for its upcoming Feynman architecture. Nvidia can reportedly raise prices high enough to maintain a gross margin of over 70 percent in the AI field, suggesting that they are well-positioned to invest in the development and production of cutting-edge technology.
TSMC is also developing increasingly complex multi-chip constructions to boost performance for their chips. This could potentially open up new possibilities for Nvidia, allowing them to continue to split the development between gaming and AI chips.
In the meantime, the Rubin and Rubin Ultra GPUs will be released in series in 2026 and 2027, respectively, before the Feynman generation. These GPUs are expected to set new standards for performance, but their impact may be overshadowed by the upcoming Feynman architecture.
Interestingly, the size of Nvidia's Blackwell AI accelerators, with two GPUs each and larger than 800 mm2, wouldn't even fit 100 pieces on a 300 mm diameter wafer. This suggests that the production of these accelerators could be a challenging and costly endeavour.
In conclusion, the race for superior chip technology is heating up, with Nvidia's Feynman generation set to make a significant impact in 2028. However, the cost and feasibility of these advanced technologies for mobile devices remain concerns, and the competition is far from over. Stay tuned for more updates as these developments unfold.
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