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Nvidia, AMD Arms Race in Virtual Reality is Evident at TSM, Says Jefferies

Nvidia, AMD Arms Race in Virtual Reality is Evident at TSM, Says Jefferies  #vr

  • The games will be broken on nVidia hardware on the PC. Smart gamers will steer clear of nVidia’s new cards because of this.
  • As seen in the recent release of new GPU products, we now believe the increase in competition from AMD will help to drive down prices of graphic cards.
  • Amd spun their fabs off, global foundries, but still has a contract with them for chip production.
  • The additional funds will allow AMD to develop its GPUs further going forward.
  • With AFR, each GPU renders the alternate frame, but with SFR, each GPU renders half of the same frame.

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@RickKing16: “Nvidia, AMD Arms Race in Virtual Reality is Evident at TSM, Says Jefferies #vr”


Jefferies & Co.’s Hyunwoo Doh, who follows Asian stocks, today reflects on the chip trends at Taiwan Semiconductor Manufacturing (TSM), whose production is being lifted by the efforts of Nvidia (NVDA) and Advanced Micro Devices (AMD) to dominate the emergent virtual reality market.Doh takes as his cue a recent article by DigiTimes’s Jessie Shen, in which Shen writes that TSM’s chip process technology at 16-nanometer dimensions is set to use all available capacity, “thanks to robust demand for non-Apple devices,” alluding to how TSM usually fills its fab with product from Apple (AAPL).Writes Doh, this is a result of an arms race between Nvidia and AMD, who would each like to dominate VR. After selling mostly 28-nanometer parts in recent years, Nvidia is in a with 16-nano part of its newer “Pascal” graphics chips, observes Doh:After ramping up production on 14/16nm over a year ago, Nvidia still produces chips mainly on 28nm. When asked if the company would consider switching its primary foundry to Samsung Electronics if TSMC experiences delays on 16nm, Nvidia’s CEO responded that migration to 16nm is not an urgent issue and that the company is willing to postpone the release of new products until TSMC’s 16nm process stabilizes.


Nvidia, AMD Arms Race in Virtual Reality is Evident at TSM, Says Jefferies

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