With the deal being Nvidia TSMC-manufactured RTX chiplets integrated into Intel-manufactured NVLink+x86 chiplets, did the co-location of the TSMC and Intel Arizona sites set the groundwork for the “feasibility” of this deal?
Would Nvidia have wanted to do this huge manufacturing deal with Intel if it had to coordinate across Taiwan and the US for manufacturing and packaging design? I know Intel does this all the time today with their mixed TSMC+Intel Foundry chiplets SoCs (though are actively pulling back to more in-house), but there were few pure-play design companies who did the same, right? AMZN did some packaging of TSMC chiplets through Intel, but who else?
I don’t know if the Nvidia GPUs in these solutions will be made in Arizona, but with TSMC committing to expanding Arizona to at least N-1 node capabilities it seems possible these Nvidia + Intel solutions could be manufactured almost entirely in the state of Arizona which means much simpler logistics for all involved.
Would Nvidia have wanted to do this huge manufacturing deal with Intel if it had to coordinate across Taiwan and the US for manufacturing and packaging design? I know Intel does this all the time today with their mixed TSMC+Intel Foundry chiplets SoCs (though are actively pulling back to more in-house), but there were few pure-play design companies who did the same, right? AMZN did some packaging of TSMC chiplets through Intel, but who else?
I don’t know if the Nvidia GPUs in these solutions will be made in Arizona, but with TSMC committing to expanding Arizona to at least N-1 node capabilities it seems possible these Nvidia + Intel solutions could be manufactured almost entirely in the state of Arizona which means much simpler logistics for all involved.