NVidia: TSMC and Samsung

By: Mark Roulo (nothanks.delete@this.xxx.com), September 23, 2021 5:43 pm
Room: Moderated Discussions
Kester L (nobody.delete@this.nothing.com) on September 23, 2021 2:17 pm wrote:
> Captain Obvious (lost.delete@this.in.a.cave) on September 23, 2021 11:30 am wrote:
> > James (no.delete@this.thanks.invalid) on September 23, 2021 1:52 am wrote:
> > > Mark Roulo (nothanks.delete@this.xxx.com) on September 22, 2021 12:37 pm wrote:
> >
> > > Nvidia, at least, seems to be much happier selling to gamers (and computer manufacturers)
> > > than miners, to the point that they'll cripple their own chips to make them less attractive
> > > to miners. They can be fairly sure, after all, that normal users will be back for more in
> > > a few years' time. They may well have compared the temporary profits they could make (through
> > > increased prices) to the longterm loss of goodwill, and decided it isn't worth it.
> >
> > Except that when nvidia wants to "cripple their own chips", they typically do it (like anybody else)
> > in a way that prevents you from unlocking the thing back (virtualization is an exception). Don't
> > tell me miners are going to have any difficulty locating an old driver and installing it.
> >
> > Back in 2004 nvidia sold the 6800LE. Half the chip was disabled, but could be trivially unlocked into
> > a "real" 6800. Those days are long since gone, although I don't think they've clock locked anything.
> >
> > Selling boards at MSRP at best buy (or similar) is another story (I'm sure they are taking a
> > profit hit for it), but I bet plenty of them find their way to ebay immediately afterwards.
> >
> > I guess the other question is just how insatiable is the AI market for nvidia chips? I suspect they
> > are making plenty there, whether or not their highest end chips are any good for mining or not. I'm
> > guessing the HPC market can wait like everybody else, but the AI market is more or less a gold rush.
> Aren't the GPUs for the datacenter market mostly being fabbed at a separate
> foundry (TSMC) from the ones being sold for gaming (Samsung)?

Some of the data center parts use the same chips as high end gamer boards. I *think* this is how things shake out:

A100: TSMC
A40: Samsung (Same chip as the 3090 but with 4 more SMs enabled)
A10: Samsung (Same chip as the 3080, but with a few more SMs enabled)

The A100 and A30 have HBM. The A40 and A10 use GDDR.
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TopicPosted ByDate
fab capacity or Why are there no GPUs (by Nvidia) to be had?Moritz2021/09/22 06:40 AM
  fab capacity or Why are there no GPUs (by Nvidia) to be had?none2021/09/22 07:46 AM
    fab capacity or Why are there no GPUs (by Nvidia) to be had?me2021/09/22 12:27 PM
      fab capacity or Why are there no GPUs (by Nvidia) to be had?Captain Obvious2021/09/23 11:16 AM
  fab capacity or Why are there no GPUs (by Nvidia) to be had?Mark Roulo2021/09/22 12:37 PM
    fab depreciatonMoritz2021/09/22 02:09 PM
      fab depreciatonMark Roulo2021/09/22 03:40 PM
        fab depreciatonme2021/09/25 11:40 AM
        new cost structureMoritz2021/09/27 04:30 AM
          new cost structureDavid Kanter2021/09/27 10:04 AM
            new cost structure and integrationMoritz2021/09/28 03:04 AM
              new cost structure and integrationDoug S2021/09/28 07:53 AM
                new cost structure and integrationMoritz2021/09/28 09:55 AM
              new cost structure and integrationGroo2021/09/29 07:45 AM
    fab capacity or Why are there no GPUs (by Nvidia) to be had?James2021/09/23 01:52 AM
      mining, blameMoritz2021/09/23 09:30 AM
      fake PR stuntCaptain Obvious2021/09/23 11:30 AM
        fake PR stuntKester L2021/09/23 02:17 PM
          NVidia: TSMC and SamsungMark Roulo2021/09/23 05:43 PM
        fake PR stuntJames2021/09/24 01:34 AM
  Chinese central bank banned all crypto transactions. (NT)Michael S2021/09/24 06:16 AM
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