maybe sometimes far down the road, i'm sure they'd love to do that. but it's not going to happen any time soon because it's not up to AMD. 7nm is in large demand and AMD is very far down in the food chain of TSMC's customers. Apple takes about 20% of TSMC's output and if rumors are correct they may soon replace intel's CPUs with their own, which will naturally be made by TSMC, and will consume even more of TSMC's output. Qualcom is the second biggest customer followed by Nvidia and a few others. AMD is somewhere after that. so for now all the 7nm stuff will only be in EPYC and the high end GPUs.
Well, I'm not that worried. Nvidia doesn't have any 7nm products yet, and while they're no doubt working on datacenter 7nm stuff, it's not even announced yet. Consumer 7nm from Nvidia won't be coming for at least another year, given that Turing just launched on 12nm. Apple makes
a lot of silicon sure, but as you say, that's around 20% of their capacity. Qualcomm is also huge, but they mainly make small chips, even in gigantic quantities. I'm reasonably sure AMD can squeeze in there without major issues. Not to mention the prestige for TSMC to be making chips for high-end servers, supercomputers and datacenters (even if they already do this for Nvidia, they haven't done CPUs before). And given the density improvements on 7nm, they should be able to reduce the number of wafers required for anyone producing small dice, freeing up capacity for AMD. Sure, there's going to be a squeeze between Apple, Nvidia, Qualcomm and AMD, and AMD is the smallest of the four, but ultimately there should be enough to go around, and it seems that AMD has been on the ball early enough to ensure a decent supply agreement. Fabbing the I/O die on GloFo 14nm is also a brilliant move, as it's a much larger die (at least for EPYC), on a cheaper node, mostly consisting of components that don't scale well with node shrinks anyhow (physical interconnects, possibly cache), meaning that it doesn't cannibalize 7nm fab capacity and wouldn't make sense on 7nm anyhow. Someone in the Zen 2 29% IPC thread calculated that AMD likely will get 600-900 good 8-core chiplets off a single 7nm wafer depending on yields. That bodes pretty well for reaching a good production volume even on a relatively immature process, and they wouldn't need that many wafer starts a month to sustain supply.