NVIDIA Secures Exclusive Access to TSMC’s A16 Process, Apple Absent
NVIDIA has reportedly secured exclusive rights as the sole customer for Taiwan Semiconductor Manufacturing Company’s (TSMC) next-generation A16 process node. The two tech giants are currently engaged in joint testing of this advanced manufacturing technology. The A16 process features innovative nanosheet transistors and Super Power Rail (SPR) technology, which are expected to deliver significant improvements in both performance and energy efficiency. NVIDIA plans to utilize this cutting-edge process for its upcoming Feynman GPU architecture, with a scheduled release date in 2028. In a surprising development for the semiconductor industry, Apple, traditionally a key client for TSMC, has not yet entered into discussions regarding the adoption of the A16 process for its future mobile System-on-Chips (SoCs). This absence raises questions about Apple’s future roadmap and whether it will eventually adopt the technology. The report highlights a strategic shift in TSMC’s high-end client dynamics, emphasizing NVIDIA’s growing dominance in advanced chip manufacturing access while leaving Apple’s next steps uncertain.
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NVIDIA Secures Exclusive Access to TSMC’s A16 Process, Apple Absent
NVIDIA has reportedly secured exclusive rights as the sole customer for Taiwan Semiconductor Manufacturing Company’s (TSMC) next-generation A16 process node. The two tech giants are currently engaged in joint testing of this advanced manufacturing technology. The A16 process features innovative nanosheet transistors and Super Power Rail (SPR) technology, which are expected to deliver significant improvements in both performance and energy efficiency. NVIDIA plans to utilize this cutting-edge process for its upcoming Feynman GPU architecture, with a scheduled release date in 2028. In a surprising development for the semiconductor industry, Apple, traditionally a key client for TSMC, has not yet entered into discussions regarding the adoption of the A16 process for its future mobile System-on-Chips (SoCs). This absence raises questions about Apple’s future roadmap and whether it will eventually adopt the technology. The report highlights a strategic shift in TSMC’s high-end client dynamics, emphasizing NVIDIA’s growing dominance in advanced chip manufacturing access while leaving Apple’s next steps uncertain.
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