(AMD) this year Jedi big counterattack, x86 acceleration processor (APU) and server processor market share steadily rising, the graphics processor (GPU) is also sold out of stock. (2330) embrace, 7 nm APU and GPU orders will be in the first half of next year in the TSMC production capacity of the film production and production, and to speed up the process of micro-speed, has decided to return to the foundry leader TSMC (2330) The
AMD in the 20 years before the 28-nanometer APU and GPU chips, mostly by TSMC OEM production, in 2015 decided to APU and GPU product line into the 14-nanometer fin-type field effect transistor (FinFET) process, the product The line has been handed over to GMF. Therefore, TSMC last year and this year, although actively seeking 16-nanometer orders, but from the main line of the main product line is almost zero.
Restricted Gloriafeld production capacity
AMD launched a new generation of Polaris architecture GPU last year, the market reaction is applauded but not called, the main reason is the occasion of the launch of the occasion, although the massive, but limited by the foundry 14 nanometer production capacity is limited, can not enlarge the shipments, wait until Competitors Huide (NVIDIA) TSMC 16-nanometer process using the Pascal architecture GPU introduced after the AMD GPU foundry production has been out. As the Huida Pascal architecture GPU is a newer architecture, AMD is due to limited production capacity and lost market opportunities.
The second half of fear and see out of stock
AMD has introduced a series of Ryzen processors and EPYC server processors based on the Zen architecture this year, and now appears to have strong sales momentum, the new Vega architecture GPU also received market praise, but AMD is now facing the biggest problem is still Gloriafeld can fully support the required 14 nm and 14+ nanometer production capacity. The industry believes that Glover in recent years, there is no expansion of 14 nanometer production capacity, limited capacity in the case of limited, do not rule out AMD APU and GPU in the second half will still be out of stock situation.
Taiwan after the annual order to eat?
In order to solve the problem of capacity constraints, while speeding up the process of micro-speed, AMD next year 7 nm APU and GPU OEM orders will return to TSMC. According to industry sources, AMD will be introduced next year, several Zen 2 architecture APU processor, and a new generation of Navi architecture GPU chips, etc., will use TSMC 7nm process mass production. If the process is smooth, do not rule out the new generation of 719 nanometer process APU and GPU will also be TSMC won the OEM orders.
AMD has not repeatedly commented on the foundry strategy, however, the executive director Su Zifeng (Lisa Su) has repeatedly said that TSMC and Gloria Plaza are extremely important foundry partners.
Ultra-third quarter of last year, the first six degrees modified with Grosfond's wafer supply agreement, which is a modification of the provisions of the ultra-wafer to Girona Fond other than the foundry to buy wafers, in order to win Other wafer foundries, ultra-pay 100 million US dollars in cash to Ge Luo Fang as a price. In other words, AMD can seek other foundry production capacity support, and TSMC is the first choice for ultra-micro partners.
(Business Times)