According to media reports in Taiwan on August 3, amd has scheduled TSMC's production capacity at 7Nm and 5nm in advance, doubling the number of films put into production, and the utilization rate of TSMC's capacity below 7Nm will be fully loaded until next year.
In the second quarter of next year, AMD will officially surpass apple and become the largest customer of TSMC.
Supply chain revealed that AMD's Ryzen series of processors, and server processor EPYC and other major products sales are better than expected, in the near future while Intel's high-level process
In the past year, AMD's number of films in TSMC has increased greatly. In the beginning of 2019, the monthly production of AMD is only about two or three thousand, which is not even the top five customers. This year, the average monthly production of AMD has increased to 7500-8000 pieces, and next year it will multiply to more than 16000 pieces. It is expected that in the second quarter of next year, it will surpass apple and become the largest customer of TSMC for the first time, accounting for more than 20% of revenue.
However, in the whole year, TSMC's customers with the highest proportion of revenue next year will still be apple.
Closing Friday, AMD（ NASDAQ:AMD ）The shares fell 0.98% to $77.43, with a total market value of about $90.907 billion.