TPU picked up word that NVIDIA's GM204 and GM206 GPUs will tape out later this month on the 28nm process, meaning these products won't arrive until sometime in Q4 2014 or potentially even as late as January 2015. The fact that these chips are still 28nm either means that NVIDIA is confident that its Maxwell GPU will run efficiently enough on the existing 28nm process or that TSMC is having significant problems with its 20nm rollout.
GM204 succeeds GK104 as the company's next workhorse performance-segment silicon, which could power graphics card SKUs ranging all the way from US $250 to $500. An older report suggests that it could feature as many as 3,200 CUDA cores. The GM204 could be taped out in April 2014, and the first GeForce products based on it could launch no sooner than December 2014. The GM206 is the company's next mid-range silicon, which succeeds GK106. It will tape out in April, alongside the GM204, but products based on it will launch only in January 2015. The GM200 is a different beast altogether. There's no mention of which process the chip will be based on, but it will succeed the GK110, and should offer performance increments worthy of being a successor. For that, it has to be based on the 20 nm process. It will tape-out in June 2014, and products based on it will launch only in or after Q2 2015.