Nvidia's Rubin GPU Might Face Delay Due to Redesign at TSMC

Nvidia's Rubin GPU, its next-gen graphics processing unit, may face a delay in production due to a redesign, according to Taiwanese financial services firm Fubon Financial. The delay is expected to impact Nvidia's production ramp at TSMC, a leading chipmaker.

Nvidia's (NVDA) next-generation graphics processing unit (GPU), Rubin, may experience a delay in production at Taiwan Semiconductor Manufacturing Company (TSM), according to Taiwanese financial firm Fubon Financial. The redesign is aimed at enhancing Rubin's competitiveness against AMD's (AMD) upcoming MI450 GPU. Analyst Sherman Shang expects the revised version of Rubin to be finalized by late September or October, potentially reducing production volumes in 2026 [1].

Originally scheduled for mass production in late 2025, Rubin's redesign could push back its retail availability to early 2027. The delay is significant, as it impacts Nvidia's production ramp at TSMC, a leading chipmaker. The semiconductor industry is currently facing intense competition for advanced packaging capacity, with AMD and Broadcom (AVGO) being the fastest-growing customers for TSMC's CoWoS (Chip-on-Wafer-on-Substrate) technology [2].

While Nvidia still leads with a 51.4% share in 2025, its share is projected to dip slightly to 50.1% in 2026. Meanwhile, Broadcom and AMD's shares are expected to climb to 17.4% and 9.2%, respectively. The delay in Rubin's production could have significant implications for Nvidia's AI and high-performance computing (HPC) offerings [3].

Nvidia's current Blackwell GPU line continues to see impressive growth, with shipments projected to reach 1.5 million and 1.6 million units in Q3 and Q4 2025, respectively. However, the competition for advanced packaging capacity is intensifying, with TSMC prioritizing AI and HPC-driven wafer production [4].

The delay in Rubin's production could impact Nvidia's ability to meet the growing demand for advanced AI and HPC solutions. However, TSMC's strategic positioning and operational efficiency ensure that it remains well-equipped to navigate these challenges and maintain its leadership in the semiconductor industry [5].

References:
[1] https://www.tipranks.com/news/nvidias-nvda-rubin-gpus-may-face-production-delays-due-to-a-redesign
[2] https://www.ainvest.com/news/nvidia-rubin-gpu-face-delay-due-redesign-tsmc-2508/
[3] https://seekingalpha.com/news/4484750-nvidias-rubin-its-next-gen-gpu-faces-possible-delay-due-to-redesign-fubon