List of TSMC 5nm customers and their orders published

[HEXUS]

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

Read more.

[Tabbykatze]

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!

[CAT-THE-FIFTH]

I thought the news said Nvidia booked all the 5NM capacity....it appears AMD has booked lots of it too.

[watercooled]

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

[DanceswithUnix]

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

Unless they were Apple

[watercooled]

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.

[philehidiot]

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.

[Tunnah]

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.