[bcrl]

Please read the article in full. The GPU die where all the computations occur and the majority of power is spent will remain on TSMC.

TSMC plans their A14 process to be in high volume production in 2028. It will include backside power delivery introduced in their A14 process (expected 2026/2027 high volume production), which means it will be quite competitive with Intel.

https://semiwiki.com/wikis/industry-wikis/tsmc-a14-process-t... https://semiwiki.com/wikis/industry-wikis/%F0%9F%A7%A0-tsmc-...

There's an older article at https://www.igorslab.de/en/350-watts-for-nvidias-new-top-of-... which shows the breakdown of power consumption for GPUs. The GPU die itself is only 230W of the entire power budget.