NVIDIA’s first 3-nanometer GPUs may not arrive until 2025 at the earliest, according to a report from DigiTimes that discusses how TSMC’s major customers, which, of course, include NVIDIA, are pushing their 3-nanometer plans back and sticking with less-advanced processes for a longer period of time than expected. Reasons for the alleged delay include a slower PC market (see: sluggish economy), the higher premium that TSMC is asking for its most advanced processes, and technical worries, such as yield and performance. NVIDIA’s current Ada Lovelace GeForce GPUs are built on TSMC’s 5-nanometer process.
From a DigiTimes report (machine translation):
It is understood that in addition to Apple (Apple), other major customers such as Qualcomm (Qualcomm), MediaTek, NVIDIA, Advanced Micro Devices (AMD) have all delayed their entry into the process generation below 3nm compared to the original plan. .
Among them, AMD’s NB and DT products will still stay in the 4nm generation or above by 2025; NVIDIA estimates that it will not enter the 3nm generation until 2025. For TSMC, if the sales of Apple’s new series of machines fail to meet expectations, it may have a huge impact on operations. […]
Due to the slowdown of AMD, NVIDIA, which holds the dominant position in the GPU market, is still there. Currently, gaming GPUs use the 5/4nm family, while AI GPUs are 7nm and 5/4nm families. It is estimated that by 2025 Years will enter the 3nm generation.