South Korean publication Business Korea is claiming NVIDIA will source HBM2 memory for its next-gen Pascal GPU architecture from both Samsung and SK Hynix.
According to the report, Samsung and SK Hynix will both start mass producing second-gen High Bandwidth Memory (HBM2) for NVIDIA’s Pascal GPU by Q1 2016. A pilot production run and reliability tests are expected to be completed by the end of this year.
NVIDIA’s chief rival AMD already has products in the market using first-gen HBM, supplied by SK Hynix. The second-gen HBM will offer even better performance though, as it is claimed to process data twice as fast as the first-gen HBM modules. Storage capacity of the 8Gb HBM is also claimed to have increased fourfold.
Apart from use in NVIDIA’s Pascal GPU, HBM2 modules from Samsung and SK Hynix are also expected to be used in servers, supercomputers, networks, and high-performance PCs starting early next year. In the near future, they will also be used in other digital consumer products such as video game consoles.
semi_punk, now you answer your own posts with newly created aliases... the SHAME !!!!!
You cut & paste content above your head... then proven time & time again you don't understand a word
LMAO !!!! PUNK !!!!
chipinvstr, thanks for your first post. Welcome to the board.
Yes, I see you have a clear view. Please explain that to semi_punk... please !!
If you do, he'll cut & paste months old news and act like you've never heard of it.
semi_punk, more cut & paste of things above your head !!!!
Do you hope & pray it makes you look smart ??
What's the size of the wires ?
How do you calculate R ?
How do you calculate C ?
"G61 - now you know why TSMC et al stayed with 20nm ....."
"perhaps Intel even rejected Apple's foundry business - who really knows"
Obviously NOT you...
"don't read or comment on my posts"
" Intel even rejected Apple's foundry business"
You have NO CLUE... NONE !!! to any Apple / INtel deals...
But yet you present nothing more than a guess as if you know what's going on...
"why #$%$ away capacity that could be used for cross point?"
For the same die area, do you think INtel gets more for cross point ? Or skylake ?
Do you think INtel would get more for cross point ? Or Apple's SOCs ?
Do you have any clue at all about this ?
TSMC will make all of the microprocessors for the iPhone 7 that is due to debut in 2016 using its 16nm
TSMC will make all of the microprocessors for the iPhone 7 that is due to debut in 2016 using its 16nm FinFET manufacturing process
Taiwan's Commercial Times referenced unnamed people in Apple's supply chain as sources for the story.
This would represent a rejection for Samsung and Globalfoundries – its partner in 14nm FinFET manufacturing. Samsung is thought to have a 50 percent share of production of the current processor, the A9 which is shipping in the recently launched iPhone 6 and iPhone 6 Plus. It would also be a bounce back into Apple's favor for TSMC.
Mass production of the A10 processor is expected to start in March 2016 so that parts can be ready for the iPhone 7 to launch in about September 2016. In addition Apple's A10 will use TSMC's integrated fan-out (InFO) wafer-level packaging technology
"I own ASML. KLAC and LRCX - for some time"
NVDA has outperformed all of them !!!! - for some time
NVDA pays a dividend too :)
All on inferior fabs to INtel... Oh My...
" Sounds like they are dedicating too much silicon to graphics functionality"
1/2 to 2/3 the die area of their new chips...
"Nvidia needs to convince wall street that its here to stay"
Already convinced... it's more of general love lost for semis...
NVidia needs to show 'new' revenue beyond the PC...
"Wildfire growth in MOBA could be the final burden of proof "
As before... NVidia makes most of its profit in the high-end
"...all the big and cool stuff is next year and beyond... "
That was my original post of this thread...
Glad you agree :)
"Actually the 950 being geared for the MOBA crowd could be bigger than it seems."
Most of NVidia's profit comes from the high end.
"With the social aspect It has the recipe to spread like wildfire"
Dude....you really think social aspects will get NVDA to $30 by EOY...
Only thing this year could be GRID revenues, but time will tell if gamers can live with the internet lag.
NVidia's next big launches are for the 16nm generation which is targeted for 2016.
Next is an architecture upgrade with the Volta generation pushed out to 2017.
TSMC Begins Volume Production of 16nm FinFET Process –
Nvidia Pascal GP100 GPU Among the Products in Production
" You said in no uncertain terms that NVDA needed Intel CPU technology in your initial post. I asked you what that was and I’m still waiting for an answer."
Back at you... what part of NVidia specific GPU technology did INtel need ??
Deal is already done for now... future deals will be negotiated with the technology at that time.
If / when the time comes, INtel will have a plethora of CPU patents to choose from.
You entirely underestimate all the lawsuits from government agencies INtel had to quell
and INtel had to negotiate with a clear violation of a bus license agreement.
"I gave the opinion of “better than 50% chance” a deal gets done at all."
OK... you've got an opinion.... how could anyone challenge that...
You reserve speculation for yourself..!!
Truth is... you don't know !!!!!!!!
"So your throw-down about who gets a better deal? Let’s just classify that as your routine deflecting natter.)"
Not deflecting anything... just doubting NVidia will get as sweet a deal as it has now...
You claim I don't know the outcome of a deal in 1.5 yrs from now...
OK, but I do know for certain you don't know the outcome !!!!
We have a measure, of $1.5B over six years, to judge the new deal
that comes in 1.5 yrs.
Do you think NVidia will get the above or better ?
Or what I think, and the deal won't be as sweet for NVidia...
Note: this time around, INtel doesn't have multiple lawsuits
from governments & agencies... Last time around, INtel had strong
incentive to settle...
"NVDA didn't license any CPU IP"
They did license ARM.
As for INtel... NVidia didn't have their own CPU before.
Denver or some NVidia designed CPU core will be on every device NVidia will sell in the next generations.
I don't see how NVidia could design their own CPU without violating some of INtel's patents.
INtel has been getting CPU patents for longer than most on this board have been alive.
So the next licensing deal between INtel/NVidia may not be as sweet for NVidia as the previous one...
Also, NVidia previously got a sweet deal for they were also negotiating INtel wrongly severing the bus license.