Raevenlord
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AMD may be finding itself riding a new wave of success caused by its accomplishments with the Zen architecture, which in turn bolstered its available R&D for its graphics division and thus turned the entire AMD business on its head. However, success comes at a cost, particularly when you don't own your own fabs and have to vie for capacity with TSMC against its cadre of other clients. I imagine that currently, AMD's HQ has a direct system of levers and pulleys that manage its chip allocation with TSMC: pull this lever and increase number of 7 nm SOC for the next-generation consoles; another controls Ryzen 5000 series; and so on and so on. As we know, production capacity on TSMC's 7 nm is through the roof, and AMD is finding it hard to ship enough of its Zen 3 CPUs and RDNA2 graphics cards. The reported delay for the AMD RX 6700 series may well be a result of AMD overextending its product portfolio on the 7 nm process with foundry partner TSMC.
A report coming from Cowcotland now points towards a 1Q2021 release for AMD's high-performance RX 6700 series, which was initially poised to see the light of day in the current month of January. The RX 6700 series will ship with AMD's Navi 22 chip, which is estimated to be half of the full Navi 21 chip (which puts it at a top configuration of 2560 Stream Processors over 40 CUs). These cards are expected to ship with 12 GB of GDDR6 memory over a 192-bit memory bus. However, it seems that AMD may have delayed the launch for these graphics cards. One can imagine that this move from AMD happens so as to not further dilute the TSMC wafers coming out of the factory, limited as they are, between yet another chip. One which will undoubtedly have lower margins than the company's Zen 3 CPUs, EPYC CPUs, RX 6800 and RX 6900, and that doesn't have the same level of impact on its business relations as console-bound SoCs. Besides, it likely serves AMD best to put out enough of its currently-launched products' to sate demand (RX 6000 series, Ryzen 5000, cof cof) than to launch yet another product with likely too limited availability in relation to the existing demand.
View at TechPowerUp Main Site
A report coming from Cowcotland now points towards a 1Q2021 release for AMD's high-performance RX 6700 series, which was initially poised to see the light of day in the current month of January. The RX 6700 series will ship with AMD's Navi 22 chip, which is estimated to be half of the full Navi 21 chip (which puts it at a top configuration of 2560 Stream Processors over 40 CUs). These cards are expected to ship with 12 GB of GDDR6 memory over a 192-bit memory bus. However, it seems that AMD may have delayed the launch for these graphics cards. One can imagine that this move from AMD happens so as to not further dilute the TSMC wafers coming out of the factory, limited as they are, between yet another chip. One which will undoubtedly have lower margins than the company's Zen 3 CPUs, EPYC CPUs, RX 6800 and RX 6900, and that doesn't have the same level of impact on its business relations as console-bound SoCs. Besides, it likely serves AMD best to put out enough of its currently-launched products' to sate demand (RX 6000 series, Ryzen 5000, cof cof) than to launch yet another product with likely too limited availability in relation to the existing demand.
![](https://www.techpowerup.com/img/LQSpPMZbfP72LdyP_thm.jpg)
View at TechPowerUp Main Site