List of TSMC 5nm customers and their orders published

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12-05-2020, 02:11 PM
HEXUS

List of TSMC 5nm customers and their orders published

Quote:

AMD Zen 4 and RDNA 3 chips, Nvidia Hopper GPUs, Apple A15 mass production in 2021-22.

Read more.
12-05-2020, 02:38 PM
Tabbykatze

Re: List of TSMC 5nm customers and their orders published

Well, if the 3 major GPU manufacturers all use the same node from the same manufacturer at the same time then we can completely omit the node as variable from performance testing.

Interesting 2021-2022 times!
12-05-2020, 03:03 PM
CAT-THE-FIFTH

Re: List of TSMC 5nm customers and their orders published

I thought the news said Nvidia booked all the 5NM capacity....it appears AMD has booked lots of it too.
12-05-2020, 06:54 PM
watercooled

Re: List of TSMC 5nm customers and their orders published

To my knowledge, TSMC has never allowed one company to monopolise its capacity for a given node.
13-05-2020, 08:41 AM
DanceswithUnix

Re: List of TSMC 5nm customers and their orders published

Quote:

Originally Posted by watercooled

To my knowledge, TSMC has never allowed one company to monopolise its capacity for a given node.

Unless they were Apple ;)
13-05-2020, 12:52 PM
watercooled

Re: List of TSMC 5nm customers and their orders published

I don't recall them ever doing it with Apple either. Apple may be one of the early adopters given they're buying mobile processors and willing to shoulder the losses early in the yield ramp, but it's not the same as exclusivity.
13-05-2020, 07:42 PM
philehidiot

Re: List of TSMC 5nm customers and their orders published

Quote:

Originally Posted by watercooled

To my knowledge, TSMC has never allowed one company to monopolise its capacity for a given node.

A very sound business strategy when you have a product everyone wants to buy.
13-05-2020, 10:39 PM
Tunnah

Re: List of TSMC 5nm customers and their orders published

Quote:

Originally Posted by philehidiot

A very sound business strategy when you have a product everyone wants to buy.

That and letting one company become dominant means they lose competition in the future, so can come back in a stronger position of bargaining power, costing revenue.