… Reportedly AMD will contract for 200,000 wafers over the whole of next year, making it TSMC's largest customer on 7nm. The wafer order numbers are speculations by the China Times, not factual reports of order size from TSMC. …
… Whether AMD raises its prices in general is a separate question, of course. The company claims the hybrid bonding method developed by TSMC offers a 3x improvement in interconnect efficiency and a whopping 15x improvement compared to a traditional microbump array. …
… AMD sells far fewer GPUs than Nvidia, but shipments have been even more lopsided these past 10 months. Much of AMD's existing 7nm allocation at TSMC has gone to support the Xbox Series X and PlayStation 5, and TSMC doesn't exactly have a lot of excess capacity to spread around right now. …
… According to WCCFTech Opens in a new window , AMD will be dropping Compute Units CU in favor of Work Processor Groups WGP , and the MCM will feature a Graphics Core Die GCD and a Multi-Cache Die, the former coming from TSMC's 5nm line, and the latter from its 6nm process. …
… TSMC 12-inch foundry. Photo by TSMC. If mobile companies continue moving to new nodes more quickly than other types of silicon, TSMC will have good reason to invest in facilities to build chips near the leading edge. …
… The SoFIA partnership with TSMC raised eyebrows, but not revenue While unusual, this would not be the first time Intel has tapped TSMC for additional manufacturing capabilities. …
… Now Read : Report: TSMC 7nm Utilization Improves on Orders From AMD, HiSilicon Report Claims Apple Will Use TSMC for 5nm in 2020 TSMC: Weak 2019 Demand, but 5nm Set for 2020 Volume Manufacturing
… What About AMD? All year, AMD fans and enthusiasts have wanted to know what impact Ryzen and Ryzen Mobile would have on Intel's market share. …
… Whether AMD and Nvidia will join in that effort has yet to be confirmed. Now read: Commerce Secretary Issues Stark Warning About Losing Access to Taiwan Fabs Intel Urged to ‘Explore Alternatives’ to Manufacturing Its Own Chips TSMC to Produce 4nm Chips at Arizona Fab in 2024
… Now there's a second report stating Intel has asked TSMC to delay production of that tile until late 2023. The reporting indicates this will have a domino effect on TSMC, causing it to slow its 3nm expansion plans. …