We talked a lot about the right replacement for the 7nm known, which will come with the 5nm nomenclature and under which AMD talks about a viable contract. Come on referred to Zen 4 As the main construction of this node, some rumors are already pointing RDNA 3 as a potential beneficiary of what we will be talking about.
AMD Interviews TSMC A "Exclusive" Zen 4 Node
In the wake of the curiosity of events and driven by everything related to the market and Coronavirus, Huawei seems to be stepping aside when order / chips / wafers come from TSMC.
This gap in China's break-up appears to be rife with Apple and AMD, who saw the sky open to increase their participation and thus avoid the pervasiveness of the TSMC today, which has encouraged delays Until the 6 months we have already spoken late this year.
So, and looking at the average increase of this new 5nm lithographic process already in production and going to be seen next year, AMD looks like it wants TSMC to achieve "something extra".
That something else has direction and direction: an enhanced version of the lithographic process that is only meant by a red company, but at the same time with conditions that AMD has to deal with. These conditions will be strong enough to warrant the operation of the TSMC recognition to cover the AMD claim.
Not less than 20,000 inch wafers per month
The agreement contains a clear clause: at least 20,000 rows per month in maximum size available today, that is, 12 inches. This means that AMD loses the ability to decide whether it needs more chips or less, not being able to adapt to market needs.
Instead, you'll need to buy that number of wafers vigorously, sell or not sell your chips to users and companies. The lithographic process at 5 nm can be expressed internally as N5P, an early unplanned development by TSMC and that it appears to have a performance of up to 7% frequency or use less than 15% with the same MHz.
AMD is likely to recognize Intel & # 39; s 10nm + for its processors Meteor Lake They will be a tough opponent to beat depending on the quantity and that shortly thereafter 7nm of Blue will come with EUV, which could mean they are facing a war between the two with a single answer that will be Zen 4.
This N5P node can also be used in your contract for your next graphics cards RDNA3, by doing that expand the wafers and thus ensure that a large number of chips will be sold to earn your monthly income. Therefore, AMD has been betting hard for a year and a half, which is a way to be highly appreciated if it succeeds and is criticized for failing, as they say, after the fact.