Results 1 to 11 of 11

Thread: AMD to usurp Apple as TSMC's largest 7nm customer

  1. #1
    HEXUS.admin
    Join Date
    Apr 2005
    Posts
    29,286
    Thanks
    0
    Thanked
    1,924 times in 668 posts

    AMD to usurp Apple as TSMC's largest 7nm customer

    Meanwhile, Apple A14 SoCs will start rolling off TSMC's 5nm lines from Q2 this year.
    Read more.

  2. #2
    Hooning about Hoonigan's Avatar
    Join Date
    Sep 2011
    Posts
    2,112
    Thanks
    145
    Thanked
    392 times in 278 posts
    • Hoonigan's system
      • Motherboard:
      • GIGABYTE X570 AORUS MASTER
      • CPU:
      • AMD Ryzen 7 3700X
      • Memory:
      • 32GB Corsair Dominator Platinum RGB
      • Storage:
      • 2x 2TB Gigabyte NVMe 4.0
      • Graphics card(s):
      • MSI NVIDIA GeForce RTX 2080Ti VENTUS OC
      • PSU:
      • be quiet! Straight Power 11 650W
      • Case:
      • be quiet! Dark Base Pro 900
      • Operating System:
      • Windows 10 x64
      • Monitor(s):
      • Acer Predator Z35P + ASUS ROG PG279Q
      • Internet:
      • Virgin Media Vivid 350

    Re: AMD to usurp Apple as TSMC's largest 7nm customer

    What is 140,000 WPM please? Sounds like a typing challenge to me.

  3. Received thanks from:

    PC-LAD (03-01-2020)

  4. #3
    Senior Member
    Join Date
    Jun 2013
    Location
    MOMBASA
    Posts
    905
    Thanks
    1
    Thanked
    23 times in 21 posts

    Re: AMD to usurp Apple as TSMC's largest 7nm customer

    Quote Originally Posted by Hoonigan View Post
    What is 140,000 WPM please? Sounds like a typing challenge to me.
    110,000 to 140,000 wafer starts per month (WPM) in H2 2020.

  5. #4
    Senior Member
    Join Date
    May 2014
    Posts
    1,558
    Thanks
    93
    Thanked
    209 times in 150 posts

    Re: AMD to usurp Apple as TSMC's largest 7nm customer

    Wow, go AMD!

  6. #5
    Senior Member watercooled's Avatar
    Join Date
    Jan 2009
    Posts
    10,913
    Thanks
    1,504
    Thanked
    936 times in 806 posts

    Re: AMD to usurp Apple as TSMC's largest 7nm customer

    The comparison to Samsung is interesting. Granted I've not been following the market all that closely but it's surprising to read that Samsung apparently have more 7nm capacity than TSMC, with a view to massively increase? I wonder who's using that sort of volume at Samsung at the moment? I know there's talk of Nvidia and maybe even Intel using Samsung for 7nm going forward but TSMC seemed to attract most of the big names for this generation - AMD, HiSilicon, Qualcomm, Apple, etc.

  7. #6
    Registered+
    Join Date
    Mar 2018
    Posts
    69
    Thanks
    3
    Thanked
    1 time in 1 post

    Re: AMD to usurp Apple as TSMC's largest 7nm customer

    Quote Originally Posted by watercooled View Post
    I wonder who's using that sort of volume at Samsung at the moment?
    Mobile? Samsung's own Exynos SOCs, some Snapdragons, who knows what else.

  8. #7
    root Member DanceswithUnix's Avatar
    Join Date
    Jan 2006
    Location
    In the middle of a core dump
    Posts
    10,335
    Thanks
    532
    Thanked
    1,081 times in 920 posts
    • DanceswithUnix's system
      • Motherboard:
      • Asus X470-PRO
      • CPU:
      • 3700X
      • Memory:
      • 16GB 3200MHz
      • Storage:
      • 1TB Linux, 1TB Games (Win 10)
      • Graphics card(s):
      • Asus Strix RX Vega 56
      • PSU:
      • 650W Corsair TX
      • Case:
      • Antec 300
      • Operating System:
      • Fedora 30 + Win 10 Pro 64 (yuk)
      • Monitor(s):
      • Benq XL2730Z 1440p + Samsung 2343BW 2048x1152
      • Internet:
      • Zen 80Mb/20Mb VDSL

    Re: AMD to usurp Apple as TSMC's largest 7nm customer

    So Apple might still be TSMC's largest customer, they just moved to 5nm.

  9. #8
    Senior Member watercooled's Avatar
    Join Date
    Jan 2009
    Posts
    10,913
    Thanks
    1,504
    Thanked
    936 times in 806 posts

    Re: AMD to usurp Apple as TSMC's largest 7nm customer

    Quote Originally Posted by edmundhonda View Post
    Mobile? Samsung's own Exynos SOCs, some Snapdragons, who knows what else.
    Even so I don't know how that adds up to more than TSMC's entire capacity, or even a significant part of that. Top-end Exynos are used in little else besides some versions of their own phones, and the Snapdragon SoCs produced by Samsung are not on 7nm IIRC.

    Quote Originally Posted by DanceswithUnix View Post
    So Apple might still be TSMC's largest customer, they just moved to 5nm.
    Yeah, reading between the lines I thought that too. Still, it's significant that they're consuming more capacity than many of the other big names at 7nm.

  10. #9
    Registered+
    Join Date
    Apr 2017
    Posts
    64
    Thanks
    0
    Thanked
    4 times in 4 posts

    Re: AMD to usurp Apple as TSMC's largest 7nm customer

    Quote Originally Posted by DanceswithUnix View Post
    So Apple might still be TSMC's largest customer, they just moved to 5nm.
    Yeah, the title is misleading.

    Apple moving production results in AMD becoming largest 7nm customer.

    Still a large throw from anyones expectations a few year back. Very glad to see them continuing their positive push forward.

  11. #10
    Registered+
    Join Date
    May 2006
    Posts
    69
    Thanks
    0
    Thanked
    0 times in 0 posts

    Re: AMD to usurp Apple as TSMC's largest 7nm customer

    Stupid headline .. Apple is still the largest customer of the best TSMC wafers. Apple is moving to TSMC 5nm and leaving AMD to the now 'old' 7nm. It sounds silly to call 7nm 'old' but it's the way the FAB world has gone since IC's were invented. AMD has been taking market share from Intel but that creates a problem. How to get enough FAB output from 3rd party to fulfil CPU orders.

  12. #11
    Senior Member watercooled's Avatar
    Join Date
    Jan 2009
    Posts
    10,913
    Thanks
    1,504
    Thanked
    936 times in 806 posts

    Re: AMD to usurp Apple as TSMC's largest 7nm customer

    That's not necessarily the whole story though - many of these newer processes start off better suited to mobile applications, so 5nm isn't even necessarily desirable for AMD at this early stage given there is no one 'best' process node. 7nm EUV exists for a reason. Look how AMD/Nvidia never really touched the 20nm or 10nm nodes.

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •