Nvidia's Blackwell Architecture and Its Implications for Intel's Foundry Business

Thursday, 21 March 2024, 10:30

Nvidia unveils its latest AI chip, utilizing a unique manufacturing process linked to TSMC's 4NP node. The choice reveals challenges with advanced nodes at TSMC and a growth opportunity for Intel's 18A process. Amidst TSMC struggles, Intel's backside power delivery tech and timeline for 18A production might position it as a key player in the semiconductor industry.
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Nvidia's Blackwell Architecture and Its Implications for Intel's Foundry Business

Key Points:

Nvidia introduced a new AI chip based on the Blackwell architecture.

Implications:

  • Nvidia uses a refined version of TSMC's 4NP node, revealing TSMC's struggles with advanced nodes.
  • Intel has a chance with the 18A process to capitalize on TSMC's limitations in production scalability.

Opportunity for Intel:

  1. Backside power delivery in Intel 18A promises performance edge over TSMC competitors.
  2. Market share gains expected for Intel in the semiconductor industry.

This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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