NVIDIA Rosa CPUs Reportedly Utilize TSMC’s 2nm or A16 With Backside Power Delivery Technologies - Wccftech

NVIDIA is reportedly planning to use TSMC's latest process technologies, including 2nm or A16, in its next-generation Rosa CPUs, which are expected to enter the market by 2029. The chip will feature a... Read original →

NVIDIA’s commitment to TSMC’s A16 and 2nm nodes signals a strategic pivot from accelerators to central compute engines. Backside power delivery (Super Rail) not only boosts performance-per-watt but triggers a surge in CMP tooling and consumables demand, benefiting suppliers like Applied Materials. Yet this deep reliance on advanced foundry capacity in Taiwan, China exposes NVIDIA to geopolitical fragility—U.S. or EU export controls could disrupt supply, while Samsung’s SF2 offers only compromised alternatives. With AMD’s Zen6 and Intel’s 14A closing in, securing wafer allocation before 2027 is critical to maintaining AI server dominance. Over the next 18 months, Rigel core yield rates and Arm v9.2 software maturity will determine whether Rosa can truly crack the x86 stronghold.