Nvidia has recently revealed that its next-generation GPU will be manufactured by Samsung on 7nm EUV process. The revelation should not have come as a big surprise, as Nvidia probably made the switch from TSMC to Samsung due to pricing and supply concerns. For TSMC, losing some of Nvidia's orders should not be a big problem, as long as orders from its biggest clients - Apple, Huawei and Qualcomm - remain stable. Meanwhile, Qualcomm is aggressively expanding its work force in Taiwan.
What is behind Nvidia switch from TSMC to Samsung?: Nvidia has decided to choose Samsung Electronics over TSMC for producing next-generation GPUs in 2020 on 7nm EUV (extreme ultraviolet) node despite Samsung's yield rates for the process remaining uncertain, sparking speculation about the reasons behind the switch.
Qualcomm, MediaTek competing over R&D talent in Taiwan: Qualcomm and MediaTek have both been expanding their R&D deployments in Taiwan and are recruiting local IC design talent keenly with higher-than-average salaries.
