AMD has doubled the amount of tablets it has placed in tsmcon’s orders for 7nm and 5nm next year. AMD will also officially surpass Apple in the second quarter of next year to become TSMC’s largest customer. Supply chain revealed that AMD’s Ryzen series processors, Radeon chips, and service processor EPYC and other major product sales are better than expected, coupled with Intel high-order process delay, AMD fully transferred to TSMC embrace, the wafer foundry orders from the GF to TSMC, and has been scheduled for next year 7 nanometers and 5 nm production capacity, a total of about 200,000 pieces.
Original title: AMD’s order of 7nm and 5nm to TSMC will surpass Apple’s in the second quarter of next year.
According to AMD’s plan, Genoa, its latest fourth-generation EPYC server processor, is set to debut next year, with the Zen 4 architecture, which will be produced at 5nm. The supply chain said that the new product originally planned for the second half of 2021 film production, for the advance card position TSMC 5 nm production capacity, may first in the fourth quarter of this year for risk yite production, the first half of next year to pre-empt the launch of mass production.
As for the new Ryzen 5000 series processors, as well as the acceleration processor Ryzen 5000 APU series, the 7nm process is still being produced in 2021. According to the progress, it is estimated that 5 and 7 nanometers will enter the peak production season in the second and third quarters of next year.
AMD in the past year in TSMC cast volume increased significantly, in the early 2019 monthly cast volume of only about two or three thousand, this year’s average monthly cast has increased significantly to 7,500 to 8,000 pieces, next year more than doubled to 16,000 pieces, it is estimated that next year’s second quarter of the cast will surpass Apple, the first time TSMC’s largest customer, revenue accounted for more than 20%.
Although in terms of the whole year, TSMC next year’s highest revenue share of the customer is still Apple, however, in the advanced process continues to move forward, AMD 2022 product line fully imported 5nm process, TSMC single-quarter revenue share will be further enhanced, become TSMC revenue contribution to the largest source.