NVIDIA’s consumer GPUs based on the “Volta” architecture will arrive some time in 2018. NVIDIA will be relying on their old faithful fab TSMC, to build those GPUs on a new 12 nm FinFET node that is currently under development. TSMC is currently using their 16nm FFC process, which debuted in mid-2015. The NVIDIA GP104 chip is built on this process.
This could mean that NVIDIA and AMD could go head-to-head through 2017-18, with NVIDIA relying on their current GeForce GTX 10-series “Pascal” GPUs and AMD releasing their Radeon Vega series which is scheduled for Q2-2017.
With the “Volta” architecture we could see stacked DRAM technologies like HBM2 gain more mainstream exposure, although GDDR6 is not too far behind.