![]() ![]() If you have any questions about the commenting policy, please let us know through the Contact Page.VideoCardz Moderating Team reserves the right to edit or delete any comments submitted to the site without notice.Please also note that comments that attack or harass an individual directly will result in a ban without warning. A failure to comply with these rules will result in a warning and, in extreme cases, a ban.Comments complaining about the article subject or its source will be removed.Note this may include abusive, threatening, pornographic, offensive, misleading, or libelous language. Comments and usernames containing language or concepts that could be deemed offensive will be deleted.Discussions about politics are not allowed on this website. Including a link to relevant content is permitted, but comments should be relevant to the post topic. Comments deemed to be spam or solely promotional in nature will be deleted.Both stocks have dropped by almost 50% in just 6 months time. The market situation has been reflected in lower stock price for AMD and NVIDIA. The company is already using this process node for its Hopper (H100) data-center architecture. ![]() NVIDIA is now expected to use 5nm (TSMC N4) technology for its upcoming GeForce RTX 40 series codenamed Ada Lovelace. At best NVIDIA can count on wafer shipment delay for up to two quarters, but it’s NVIDIA’s problem to find customers for TSMC vacated production capacity, which may be very hard given how demand has dropped for the whole sector. Unfortunately for NVIDIA, TSMC is not willing to make concessions. NVIDIA is one of the companies that made prepayments to TSMC for their 5nm wafers. TSMC customers revising order, Source: RetiredEngineer via DigiTimes The most interesting details from DigiTimes article have been translated by RetiredEngineer: (Dual-core CPUs slower than 3 GHz should try the demo before purchasing. There are simply too many cards now, which paints a grim outlook for RTX 40 demand. Minimum Hardware Requirements: CPU: Intel Core i3, i5, or i7 CPU with 2 or more cores, or AMD equivalent. This is despite the second-hand market now being inflated by mining cards which are no longer profitable to use and keep. NVIDIA now has a large stock of GeForce RTX 30 graphics cards for sale, yet the company is now willing to lower the price just yet. AMD reportedly wants to lower its 7/6nm wafer orders while NVIDIA is now facing a problem of over saturated GPU market and possibly lower demand for next-gen GPUs. The website citing their industry sources claims that Apple, AMD and NVIDIA all wish to change their orders. The interest in new TVs, mobile phones and PCS and has declined as quickly as pandemic has ‘ended’ and inflation struck global markets.īoth AMD and NVIDIA are revising their TSMC orders, reports DigiTimes. The consumer electronics market is slowing down rapidly. TSMC customers want to lower their silicon orders ![]()
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