TSMC To Become NVIDIA’s Sole GPU Supplier In 2022 + TSMC celebrates the near completion of its 5nm Chip Manufacturing facility in Arizona

TSMC To Become NVIDIA’s Sole GPU Supplier In 2022

The Taiwan Semiconductor Manufacturing Company (TSMC) is set to rapidly grow its market share by the end of this year according to a fresh report from Korea. TSMC is the world’s largest contract chip manufacturer, as it is responsible for supplying semiconductors to most of the world’s largest technology firms. This list includes the Cupertino, California consumer electronics giant Apple, Inc along with chip designer Advanced Micro Devices, Inc (AMD). Additionally, TSMC is also in partnerships with Intel Corporation and Qualcomm Incorporated, both crucial players in the modern day semiconductor industry.

Now, it appears as if the Taiwanese company might soon be responsible for supplying NVIDIA Corporation with all of the latter’s graphics processing units (GPUs). NVIDIA already has a partnership with TSMC for some of its products, but purported problems at the company’s other chip supplier, the Korean firm Samsung Foundry, will force it to switch sides completely to TSMC according to Business Korea.

The complete switch to TSMC, if true, is ironic since NVIDIA had originally intended to retain some power over suppliers by diversifying as much as it could. TSMC and Samsung are the only two companies in the world that manufacture and sell chips built through advanced technologies (below 7nm) to other firms. NVIDIA is rumored to have agreed to pay as much as $10 billion to TSMC for jumping to the 4nm ship, and the company is also reportedly in talks with Intel Corporation for the latter’s Intel Foundry Services (IFS) plans that will mark Intel’s entry as another player in the contract chip manufacturing industry.

Heard someone say that NVIDIA doesn’t rely so much on TSMC, anymore, but it turns out not to be true. Maybe they meant that they didn’t rely on Samsung, anymore?! On another note, looks like Pelosi dumped some Apple stock before she bought and sold Nvidia.

Related:

TSMC celebrates the near completion of its 5nm Chip Manufacturing facility in Arizona

The company’s Arizona facility would begin mass production in the first quarter of 2024, according to TSMC Chairman Mark Liu’s announcement from the previous year.

The chips made in Arizona are likely purchased by Nvidia, Qualcomm, and Apple. The new Arizona facility should theoretically enable Apple to produce its 5nm bespoke silicon chips for the first time in the country.

The Arizona facility will be the business’s second production location in the United States. Although TSMC’s primary factories are in Taiwan, the company also has a factory centre in Washington, a design centre in Austin, Texas, and two design centres in San Jose, California. For more updates, follow TechGenies.

CHIPS Won’t Help China

Third, the CHIPS Act actually has provisions designed specifically to restrict investments in China. These so-called “guardrails” require that companies taking federal dollars for American projects must also agree not to invest in state-of-the-art technology in China—not just with the federal dollars, with any dollars. Good-faith critics have raised fair concerns that these guardrails should be broader, tougher, and firmer. But any guardrails at all represent unprecedented restrictions on what U.S. companies can do in the People’s Republic. It’s one thing to say an ideal bill would hurt China even more; it’s quite another to try and claim that less-than-perfect restrictions count as “help.”

Spy ships and Pine Gap

Spy ships and Pine Gap

Peter Cronau, the author of a forthcoming book on Pine Gap, told The Saturday Paper that the facility’s primary function has expanded “from its early focus on passive surveillance gathering, such as collecting military communications, diplomatic traffic and mobile phone calls. It now plays a vital part in active war-fighting, such as providing targeting information for use by lethal drones, invasion forces and aerial bombing missions.”

He said the first hard evidence confirming Pine Gap’s additional role was found in secret US National Security Agency documents about Pine Gap, leaked by the American whistleblower Edward Snowden. In new research for his book, Cronau says he has found Pine Gap’s role in boosting US war-fighting capabilities is intensifying. He says there has been a rapid expansion in the capability of the US-built and -funded base, with the construction during the past year of four new satellite antennas covered by radomes. Preparations are under way for a massive new antenna that he says would amount to five new ones in a little over a year, making it the fastest period of expansion for the base, to a total of 41 satellite antennas. Cronau says three of the new antennas are designed to download data from powerful new-generation satellites that will collect information from distant war zones.