Rumor: Nvidia plans to redesign its next-gen Feynman chips because there won’t be enough TSMC A16 capacity (1.6nm) to meet demand, media report, so Nvidia will use A16 only for the most critical dies, and shift others to TSMC’s N3P process instead (3nm). TSMC’s A16 capacity is expected to reach 20,000 wafers per month (wpm) by end-2027, and 40,000wpm in 2028. $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) #semiconductors #semiconductor
Source: Dan Nystedt
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