Hello everyone, today the editor is here to share information with you again. Recently, it was reported that NVIDIA has cut 5nm orders, and the RTX 40 graphics card may be delayed until early next year. Let’s take a look with the editor.
It is understood that due to the subsidence of the mining card market and the decline in PC market demand, AMD and NVIDIA are cutting new product orders. AMD has reduced orders for 20,000 7nm/6nm chips, but the Zen4 architecture of , Ryzen, and EPYC New products should not be affected.
As for NVIDIA, the previous graphics card was produced using Samsung's 8nm process. This year it switched to TSMC's 5nm (or improved version of 4N process) process. It was previously expected that the RTX 40 series would be released as soon as September, but now it has been cut Single news will bring great uncertainty.
According to the news, NVIDIA originally wanted to cut the order, but TSMC did not agree. The final compromise between the two parties was that the 5nm RTX 40 graphics card chip was postponed for one quarter, and the vacated production capacity of NVIDIA had to be filled by other customers.
Taking into account the previous rumors that RTX 40 graphics cards will not be released this year, coupled with this order cancellation controversy, it is indeed possible that NVIDIA will adopt the same strategy as after the mining card crash in 2017. It did not release RTX 20 series graphics cards that year. It was only launched in September 2018.
Okay, that’s all for this issue. See you in the next issue.
