Intel’s weak capacity AMD is either chasing or becoming TSMC’s largest customer.

The current situation is a real concern for Intel, 7nm process process once again delayed, and the current 10nm and 14nm process capacity problems make the product launch slow, making the competitor AMD market share is expanding step by step. According to the current industry chain report, AMD has to TSMC scheduled next year 7nm and 5nm orders, the volume of tablets, will soon surpass Apple to become TSMC’s largest customer.

Amd chose to abandon its own GF foundry, TSMC’s advanced technology coupled with the excellent performance of zen architecture, so that AMD’s cast volume at TSMC has increased rapidly over the past year from 23,000 in early July 2019 to 7500-8000 tablets today, and will double to more than 16,000 next year, with more than Apple in the second quarter of next year.

Intel's weak capacity AMD is either chasing or becoming 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, and Intel has announced a 7nm process delay, AMD fully transferred to TSMC, the wafer contract order from GF to TSMC, and has been scheduled for next year 7nm and 5nm production capacity, a total of about 200,000 pieces.

According to AMD’s plan, Genoa, its latest fourth-generation EPYC server processor, is set to debut next year, using the Zen4 architecture of the 5nm process. As for the new Ryzen 5000 series processors to be mass produced in 2021, the ryzen 5000 APU series, which will be released at that time, will still be produced in the 7nm process.