At present, the market for RTX 30 series graphics cards is too blank, according to reports, NVIDIA will launch RTX 3090 Ti and other graphics cards in the first half of next year, and in the second half of the year, it will launch RTX 40 series graphics cards made using TSMC 5nm process. NVIDIA's next-generation GPUs include both Hopper and Ada Lovelace architectures, both based on TSMC's 5nm process. Ada Lovelace is a game graphics card GPU, corresponding to the RTX 40 series, of which the AD102 core is expected to integrate as many as 18432 CUDA cores, an increase of more than 71% over the ampere architecture GA102, plus the frequency will reach 2.2GHz, theoretically FP32 floating-point computing performance can reach 81TFlops, compared to RTX 3090 32TFlops increased by 1.25 times.
The RTX 40 series has been greatly upgraded, and NVIDIA's manufacturing process will also shift to TSMC 5nm, but they are no longer TSMC's priority customers, and the priority lags behind Apple, MediaTek, AMD and other manufacturers, and it is not simple to obtain stable 5nm production capacity. Industry sources said that TSMC has low requirements for apple, MediaTek, AMD and other three major customers, and does not need to prepay too much margin to stabilize production capacity, and customers such as NVIDIA need to pay a huge advance payment in advance if they want to obtain 5nm production capacity orders.
According to NVIDIA, they advanced $1.64 billion in Q3 quarter and will pay $1.79 billion in the future, while the entire long-term order advance was as high as $6.9 billion, well above last year's level. The 6.9 billion US dollar orders are uncertain about the ratio of Samsung and TSMC, but from the perspective of process upgrades, looking for TSMC to buy 5nm production capacity obviously accounts for the majority, it can be said that for next year's RTX 40 series graphics cards, NVIDIA this wave is also paying real money.