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Thursday | January 21, 2021
Ada Lovelace: the architecture that will replace Ampere

Ada Lovelace: the architecture that will replace Ampere

Ada Lovelace would therefore be Nvidia’s next gaming architecture. A priori the “surprise” arrival of this architecture (named after a British mathematician ) would be a consequence of Ampere’s development delays.

Ada Lovelace: the next RTX 4000 architecture?

At the moment we have to be honest, we don’t know much about this architecture except that it would probably be produced following a 5 nm manufacturing process. Even if it is difficult to know if Nvidia will use Samsung Foundry or TSMC for that, some recent information pleads for Korean. tsmc-5nm-apple

Apple is said to have taken over the 5nm TSMC in 2021

Indeed, it would seem that Apple has positioned itself on 80% of TSMC wafers in 5nm for the year 2021. According to Taiwanese sources , Apple has placed orders for around 72,000 5nm wafers per month out of the 90,000 wafers that TSMC can produce with all its factories at maximum performance (and with the Fab 18 Phase III which will start operating in Q1 2021). The apple is going to increase in power over its entire range, from the future iPad Pro to the iPhone 13, including of course the Apple Silicon for Mac range, which is set to expand until the complete abandonment of Intel chips in 2022. A real concern as this next generation Nvidia (excluding the Ampere refresh) is expected for the end of 2021 / beginning of 2022. As for Nvidia Hopper’s architecture, which is expected to use an MCM design, it may not see the light of day until 2023 at best. A very problematic situation if it is confirmed since Intel will launch its own MCM GPUs next year. If we look closely at the situation, it seems that the possibility for Nvidia, AMD or even Intel to use 5nm before 2022 is really very low. The capacities of TSMC seem now all pre-empted over the next 18 months, the salvation could then only come from Samsung which invests massively to propose itself as an alternative.

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Edited by Calliers

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