Monday, June 13th 2022
AMD Said to Become TSMC's Third Largest Customer in 2023
Based on a report in the Taiwanese media, AMD is quickly becoming a key customer for TSMC and is expected to become its third largest customer in 2023. This is partially due to new orders that AMD has placed with TSMC for its 5 nm node. AMD is said to become TSMC's single largest customer for its 5 nm node in 2023, although it's not clear from the report how large of a share of the 5 nm node AMD will have.
The additional orders are said to be related to AMD's Zen 4 based processors, as well as its upcoming RDNA3 based GPUs. AMD is expected to be reaching a production volume of some 20,000 wafers in the fourth quarter of 2022, although there's no mention of what's expected in 2023. Considering most of AMD's products for the next year or two will all be based on TSMC's 5 nm node, this shouldn't come as a huge surprise though, as AMD has a wide range of new CPU and GPU products coming.
Source:
China Times
The additional orders are said to be related to AMD's Zen 4 based processors, as well as its upcoming RDNA3 based GPUs. AMD is expected to be reaching a production volume of some 20,000 wafers in the fourth quarter of 2022, although there's no mention of what's expected in 2023. Considering most of AMD's products for the next year or two will all be based on TSMC's 5 nm node, this shouldn't come as a huge surprise though, as AMD has a wide range of new CPU and GPU products coming.
18 Comments on AMD Said to Become TSMC's Third Largest Customer in 2023
Qualcomm
AMD-> Consoles, GPUs, I/O dies, CPUs.
Mediatek?
Nvidia?
Intel?
seekingalpha.com/article/4502181-tsmc-top-foundry-computing-automotive-chip-demand-rises
/smh
As for Intel, no surprises here really. From what I can tell, they are using TSMC mostly for GPUs so as not to strain their already strained 10nm fabs. Unless their GPU sales pick up drastically, I don’t expect them to increase their allocation over at TSMC. GPU being one of the reasons for using TSMC. Other is passive reason is likely to prevent competition by AMD, Qualcomm, Nvidia, etc, to get more allocation and lower price. Clearly there are signs that Intel’s 10nm is not doing that well as we heard of products getting postponed/ delayed, though we are not clear if it is an issue with yield or them struggling with power draw/ thermals. Intel’s 10nm was already in trouble for years before Pat joined as CEO, so while he was able to get the node out the door, I feel a lot of compromises to the original design have to be made. So with the troubles still plaguing Intel’ s 10nm, buying expensive TSMC node will both help them to diversify their production and limit their competitors.