… Another major call was deciding you know, really to, you know, change fundamentally our our relationship with Global Foundaries and, you know, go with, you know, TSMC as our leading manufacturing partner. - AMD's CEO Lisa Su We all know the value of TSMC in the AI supply chain, and it is the larges… …
… In terms of external volume, after TSMC, Samsung Foundry has seen significant attention in recent times, driven by clients like Tesla and Apple, as well as potential ones like AMD . …
… At the same time, geopolitical constraints have brought in great interest into TSMC's US operations , which is why all of the major fabless firms are looking to get access to TSMC's Arizona production as soon as possible, but even then, the capacity is limited to just a few customers, likely NVIDIA… …
… Read all comments on Intel Is the “Insurance Policy” For Every US Fabless Chip Firms Like Apple, NVIDIA & AMD Against Supply Risks Around TSMC, Says Renowned Analyst
… As per the rumor, AMD has already taped out its next-generation lineup on TSMC's N3P process technology, which is a step up from the TSMC N4P node used for the existing RDNA 4 lineup. …
… Architecture RDNA 4 RDNA 4 RDNA 4 RDNA 4 RDNA 4 RDNA 4 RDNA 4 GPU SKU Navi 48 Navi 48 Navi 48 Navi 48 Navi 44 Navi 44 Navi 44 Process Node TSMC 4nm TSMC 4nm TSMC 4nm TSMC 4nm TSMC 4nm TSMC 4nm TSMC 4nm Transistor Count 53.9 Billion 53.9 Billion 53.9 Billion 53.9 Billion 29.7 Billion 29.7 Billion 29… …
… Related Story AMD’s Next-Gen Zen 7 “Grimlock” CPUs To Utilize TSMC 1.4nm Process Tech & FOPLP Packaging, Launching in 2028 Today, AMD is finally launching the first product within the RX 9060 series family, the Radeon RX 9060 XT. …
… Related Story xAI Is Reportedly Using Just 11% of Its 550,000 NVIDIA GPUs, While Meta and Google Squeeze Out 43-46% From Their Fleets GF Securities is likely referring to the integration of 14A technology into next-generation server CPUs, such as those within AMD's EPYC or NVIDIA's Grace offerings,… …
… More importantly, GPU manufacturers like NVIDIA and AMD have taken up a significant portion of TSMC's advanced packaging capacity, which means that for ASICs, the option to go with Intel seems a lot more feasible than placing orders with the Taiwan giant. …
… Taiwan's Reliance on LNG Imports From the Middle East Has Turned Out To Be a Costly Bet, One That Could Influence TSMC On a Larger Scale The AI industry is centered on TSMC's semiconductor services, with not just entities such as NVIDIA, AMD, and Intel, but also hyperscalers and ASIC manufacturers. …