[News] NVIDIA Next-Gen Rosa CPU May Adopt TSMC A16 with Back-Side Power Delivery, Eyes 2028 Launch - TrendForce

NVIDIA is expanding its AI platform strategy beyond GPUs to include CPUs, with its next-generation Rosa CPU emerging as a key focus. According to reports, the Rosa CPU may adopt TSMC’s 2nm-class A16 p... Read original →

NVIDIA’s push into CPUs signals a strategic pivot from accelerators to full-stack AI compute. Adopting TSMC’s A16 node with back-side power delivery (BSPD) not only boosts power efficiency but triggers a cascade: CMP steps have more than doubled since 7nm, and BSPD could add another 15–20% in process complexity and cost, reshaping the materials and equipment supply chain. Geopolitically, overreliance on TSMC in Taiwan, China heightens operational risk amid U.S.-EU efforts to onshore advanced logic capacity—likely forcing NVIDIA to qualify alternative foundries sooner. Intel and AMD will counter by fast-tracking Zen 6 and Lunar Lake, while deepening ties with Samsung Foundry. Within 12–24 months, Rosa’s ramp could catalyze Arm server ecosystem maturity and shift AI data centers from GPU-centric to heterogeneous architectures.