… Nvidia acknowledged supply constraints on Ampere in early December, but it announced it had inked a deal with Samsung to supply additional Ampere cards a few weeks later. The Korean company hopes to ship a 3nm node to compete with TSMC in 2022, according to remarks made last year by Park Jae-hong. …
… Image by Digital Foundry Microsoft includes an internal power supply for Scorpio rated at 245W. AMD may have benefited from improved process node design at TSMC, since the RX 480 alone would've accounted for most of that power supply's rated output. …
… Again, this is where process node shrinks come in handy, but the modest move to a refined 16/14nm node 12nm in marketing speak likely doesn't give Sony all that much additional headroom. …
… Intel's 10nm delay and ongoing CPU shortage have opened opportunities for AMD; the company is expected to gain share in laptops and desktops this quarter partly because Intel remains supply constrained. …