A Chinese-language Commercial Times report indicated that both leading vendors of graphics processing units (GPUs), ATI and Nvidia, are expected to soon increase their contribution to orders at Taiwan Semiconductor Manufacturing Company (TSMC). Equipment makers estimate that orders for 80nm and 65nm production at Taiwan Semiconductor Manufacturing Company (TSMC), as a consequence, may double sequentially in the second quarter, the paper said.
Nvidia is expected to start volume shipments of its forthcoming G84 and G86 graphics chips, respectively targeting entry-level and mainstream markets, from June, after rolling out them in April. ATI will likely ramp up orders for its 80nm R600 at TSMC from February-March, and 65nm RV610 and RV630 are expected to follow in June-July, the paper added.