Nvidia's Robust Business Poses Lucrative Opportunities to Taiwan's Supply Chains
Nvidia's recent announcement that at least 200 new models of personal computer built around Intel Sandy Bridge platform will be available with its Fermi-coded graphic processors in the first half of 2011 is inspiring news for Taiwan's chip-making supply chain.
Major suppliers in the chain include foundry supplier Taiwan Semiconductor Manufacturing Co. (TSMC), packaging and test house STATS ChipPAC Taiwan Semiconductor Corp., Siliconware Precision Industry Co., Ltd., and PCB maker Unimicron Corp.
Computer makers seen to build Nvidia Fermi chip into their wares include Dell, H-P, Asustek, Acer and Sony.
Intel will make its Sandy Bridge platform available at stores shortly after the debut at the CES trade show scheduled for early 2011 in the United States. The new platform is estimated to enter into 20% of the computers planned to be shipped worldwide in 2011.
Computer makers, including Dell, H-P, Asustek, Acer and Sony, have decided to outfit their latest models with Nvidia's stand-alone GeForce supporting DirectX 11 software to fix Sandy Bridge's lack of DirectX 11 function in spite of a built-in graphic chip inside, according to Nvidia.
Industry executives pointed out that Nvidia's sales in the second and third quarters in 2010 trailed rival AMD's because of later rollout of DirectX 11 chips. However, they felt that Sandy Bridge computers would give a boost to Nvidia as computer makers can hardly adopt AMD chips when they use Intel processors. AMD competes against Intel in the microprocessor market.