Amd has already made an order to TSMC for 7Nm and 5nm next year, and the amount of tablets will double sharply. In the second quarter of next year, AMD will officially surpass apple and become the largest customer of TSMC.According to the supply chain, the sales of AMD's ryzen series processors, radon chips, and server processor epyc are all better than expected. In addition to Intel's high-level process delay, AMD is fully committed to TSMC, transferring its wafer OEM orders from lattice core to TSMC. It has scheduled the production capacity of 7 nm and 5 nm next year, with a total of about 200000 chips.
Original title: AMD orders TSMC 7 nm and 5 nmApple
According to AMD's plan, Genoa, the latest fourth generation epyc server processor, will be launched next year. It is Zen 4 architecture and will be produced in 5 nm. According to the supply chain, the new product was originally planned to be put into production in the second half of 2021. In order to stop TSMC's 5 nm capacity ahead of schedule, it may conduct risk trial production before the fourth quarter of this year, and rush to mass produce in the first half of next year.
As for the new ryzen 5000 series processor to be mass produced in 2021, and the ryzen 5000 APU series accelerating processor, they are still produced in 7 nm process. According to the schedule, it is estimated that 5nm and 7Nm will enter the peak of mass production in the second and third quarters of next year.
In the past year, AMD's chip production in TSMC has increased greatly. In the early stage of 2019, the monthly production of AMD is only about two or three thousand. This year, the average monthly production has increased to 7500-8000 pieces, and it will double to 16000 pieces next year. It is estimated that in the second quarter of next year, AMD will surpass apple and become the largest customer of TSMC for the first time, accounting for more than 20% of revenue.
Although in the whole year, TSMC's customers with the highest proportion of revenue next year will still be apple. However, with the continuous advancement of advanced manufacturing processes, AMD's product line will fully introduce 5-nanometer process in 2022, which will further increase the proportion of TSMC's single quarter revenue and become the largest source of TSMC's revenue.