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Kepler, Nvidia's Strong Start on 28 nm

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Re: Kepler, Nvidia's Strong Start on 28 nm

#11

Post by treesciencebot »

dist-epoch wrote: post #8

Samsung has a fab. Anyone knows why they don't want to enter the game and create an AI chip.

This is not a good comparison. Nvidia doesn't have a fab, but they are the lead player in the AI chip space. Intel had both and look where it got them. TSMC has a good model, and you can basically take any of your designs for the same node and manufacture it in any of their plants. Same strategy can be applied to Samsung, and they already help a lot on the memory segment. The new HBM3E memory chips for H200s might be even coming from Samsung.

Re: Kepler, Nvidia's Strong Start on 28 nm

#13

Post by systemBuilder »

treesciencebot wrote: post #11
dist-epoch wrote: post #8

Samsung has a fab. Anyone knows why they don't want to enter the game and create an AI chip.

This is not a good comparison. Nvidia doesn't have a fab, but they are the lead player in the AI chip space. Intel had both and look where it got them. TSMC has a good model, and you can basically take any of your designs for the same node and manufacture it in any of their plants. Same strategy can be applied to Samsung, and they already help a lot on the memory segment. The new HBM3E memory chips for H200s might be…

Intel was infected with marketing people who diseased the entire C-Suite and drained the company for 8 years without doing anything other than make up new marketing names for the 5000-11000 series of chips and their stagnant iGPUs. That level of thievery would kill any leading company. ..

Re: Kepler, Nvidia's Strong Start on 28 nm

#15

Post by SoapSeller »

treesciencebot wrote: post #11
dist-epoch wrote: post #8

Samsung has a fab. Anyone knows why they don't want to enter the game and create an AI chip.

This is not a good comparison. Nvidia doesn't have a fab, but they are the lead player in the AI chip space. Intel had both and look where it got them. TSMC has a good model, and you can basically take any of your designs for the same node and manufacture it in any of their plants. Same strategy can be applied to Samsung, and they already help a lot on the memory segment. The new HBM3E memory chips for H200s might be…

NVIDIA Ampere consumer line was manufactured in Samsung fabs:

https://en.m.wikipedia.org/wiki/GeForce_30_series

Re: Kepler, Nvidia's Strong Start on 28 nm

#19

Post by vGPU »

dist-epoch wrote: post #8

Samsung has a fab. Anyone knows why they don't want to enter the game and create an AI chip.

Create? Perhaps lack of IP/talent. The exynos chips have been lagging a bit behind last I checked. However, they are adding capacity to their fabs for AI chips, so it’s possible they may be planning one in the future.

https://www.digitimes.com/news/a20231121VL206/samsung-electr...

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