--- title: "Feynman architecture debut? NVIDIA GTC conference may launch 1.6nm chip" description: "NVIDIA GTC conference may release the next-generation computing chip \"Feynman.\" The market speculates that it will exclusively use TSMC's 1.6nm advanced process and integrate Groq LPU to challenge ult" type: "news" locale: "en" url: "https://longbridge.com/en/news/276879294.md" published_at: "2026-02-25T11:37:40.000Z" --- # Feynman architecture debut? NVIDIA GTC conference may launch 1.6nm chip > NVIDIA GTC conference may release the next-generation computing chip "Feynman." The market speculates that it will exclusively use TSMC's 1.6nm advanced process and integrate Groq LPU to challenge ultra-low latency. Wccftech expects Feynman to start production in 2028, with shipments possibly in 2029-2030 The current market is highly focused on the GTC conference. **NVIDIA may unveil its next-generation chip codenamed Feynman at the GTC conference and publicly showcase products utilizing TSMC's A16, 1.6nm process for the first time**, shifting market attention on its computing power roadmap from Vera Rubin to a further cycle. According to Wccftech citing South Korean media Chosun Biz, NVIDIA's GTC 2026 presentation plan has "surpassed Vera Rubin," and this year's conference may mark the public debut of Feynman. GTC 2026 will open on March 15 and will return to San Jose, California, USA. Jensen Huang previously stated that his keynote speech will showcase "previously undisclosed" technologies. For investors, such statements often indicate that **a new round of product cadence and key supply chain choices are about to be confirmed**, especially regarding the trade-offs between advanced processes and packaging forms. If Feynman indeed adopts TSMC's A16, Wccftech believes that **NVIDIA will be the first, and possibly the only customer in the early mass production phase of this node**, further tying market expectations for advanced capacity and yield ramp-up to NVIDIA. At the same time, the market is also assessing whether Feynman will incorporate Groq's LPU units to reduce latency, but this could significantly increase design and manufacturing complexity and affect the mass production timeline. ## **Focus of GTC 2026 may shift from Vera Rubin to Feynman** Chosun Biz's report points to a key signal that NVIDIA is preparing to shift the narrative focus at GTC 2026 from **Vera Rubin to Feynman.** Similar to past announcements of new architectures at the conference, the presentation of Feynman may primarily focus on capability overviews, architectural outlines, and mass production timelines, rather than disclosing all details at once. Currently, technical information about Feynman remains limited, but the "backward-looking generation" preview itself is enough to prompt the market to reprice its product iteration cadence for the next few years and its reliance on upstream advanced processes. ## **TSMC A16, 1.6nm node: Key variables for SPR and initial customer structure** According to Wccftech, **Feynman may become one of the first chips to adopt TSMC's A16, 1.6nm process**. The A16 is described as a significant leap in the semiconductor field, featuring Super Power Rail (SPR), **and is referred to as "the world's smallest node technology."** What is more noteworthy is the customer structure. Wccftech believes that NVIDIA will become the first customer in the early large-scale production phase of the A16 node, **and "may be the only customer."** At the same time, mobile customers may adopt this standard at a later stage, as it requires architectural-level modifications. For the market, this means that the early capacity utilization and introduction rhythm of A16 may largely revolve around NVIDIA's product strategy. ## **Speculation on Groq LPU Packaging: Latency Becomes a New Battleground for GPU Manufacturers** In addition to the generational changes in process technology, Feynman has been assigned another potential clue: some analysts speculate that it may **first integrate Groq's LPU hardware stack.** The discussion starts from the point that latency is becoming one of the key optimization metrics for GPU manufacturers. In terms of packaging and integration methods, the market speculates that NVIDIA may adopt a path similar to "hybrid bonding," using the LPU unit as an on-package option, with its implementation being compared to AMD's X3D processors. However, Wccftech also points out that doing so would significantly increase design and production difficulty, meaning that even if the direction is clear, the pace of implementation may still rely more on engineering complexity and manufacturing maturity. ## **Mass Production Timeline: Expected to Start Production in 2028, Shipments Possibly in 2029-2030** In terms of commercialization rhythm, Wccftech expects: **Feynman's production is expected to start in 2028, with customer shipments possibly falling between 2029 and 2030,** depending on NVIDIA's strategic choices. This also explains why GTC 2026 is more likely to be a "forward-looking" release, focusing on architectural outlines and roadmaps, establishing expectations for the next-generation platform first, and then gradually realizing mass production and delivery ### Related Stocks - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [FTXL.US - First Trust Nasdaq Food & Semicon](https://longbridge.com/en/quote/FTXL.US.md) - [NVDQ.US - T-Rex 2X Inverse NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDQ.US.md) - [IXN.US - ISHRS S&P Glb It](https://longbridge.com/en/quote/IXN.US.md) - [SOXX.US - iShares Semiconductor ETF](https://longbridge.com/en/quote/SOXX.US.md) - [XLK.US - Spdr Select Tech](https://longbridge.com/en/quote/XLK.US.md) - [NVDX.US - T-Rex 2X Long NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDX.US.md) - [NVDL.US - GraniteShares 2x Long NVDA Daily ETF](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK - XL2CSOPNVDA](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK - XI2CSOPNVDA](https://longbridge.com/en/quote/07388.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 人工智能、關税、台灣及其他因素：預測市場對 NVIDIA 財報電話會議的預期 | 英偉達（NVIDIA，股票代碼：NVDA）即將公佈財報，投資者熱切期待財報電話會議中的見解。該公司在人工智能領域和全球半導體供應鏈中的角色使得管理層的評論可能對市場走勢產生重要影響，此外還有季度業績 | [Link](https://longbridge.com/en/news/276897286.md) | | OpenAI 夥麥肯錫等諮詢巨企攻企業市場 加快部署及建立 AI 代理 | OpenAI 宣佈與埃森哲、波士頓諮詢、凱捷及麥肯錫等四家諮詢公司建立合作夥伴關係，共同推廣企業平台 Frontier。該平台旨在整合企業內部系統與數據，幫助企業更有效地管理和部署 AI 代理。諮詢公司將協助客户制定策略，加速 AI 的實際 | [Link](https://longbridge.com/en/news/276709378.md) | | Gitterman Wealth Management LLC 收購了 4,297 股英偉達公司 $NVDA | Gitterman Wealth Management LLC 在第三季度將其在 NVIDIA Corporation 的持股增加了 109.7%，額外購買了 4,297 股，總持股達到 8,214 股，價值 153 萬美元。其他機構投資者 | [Link](https://longbridge.com/en/news/276716473.md) | | 英偉達在第四季度財報發佈之際，推出 Vera Rubin、獲得中國芯片批准，並與 Meta 合作——它能否繼續保持破紀錄的增長勢頭？ | 英偉達公司即將公佈其第四季度財報，預計將實現強勁的收入增長，這得益於其 Vera Rubin 人工智能平台的推出以及與包括對 OpenAI 的 300 億美元投資在內的合作伙伴關係。華爾街預計收入將達到 656 億美元，較去年 393 億美 | [Link](https://longbridge.com/en/news/276869848.md) | | 摩根士丹利預計英偉達（NVDA）將公佈強勁的第四季度業績，並認為未來有 ‘豐富的催化劑路徑’ | 摩根士丹利預計英偉達（NVDA）將在 2 月 25 日公佈強勁的第四季度業績。分析師 Joseph Moore 對公司的表現充滿信心，維持 “買入” 評級，目標價為 250 美元。華爾街預測每股收益（EPS）為 1.53 美元，顯示出同比增 | [Link](https://longbridge.com/en/news/276731439.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.