AMD and NVIDIA in trouble because of TSMC: there might not be enough wafers for everyone

[Inkriql]

Again TSMC on stage, and again not for good news. If a few days ago we reported on its 5 nm production capacity and its advance in early 2020, today we have to report this news to the cross. And, according to sources, TSMC is currently in trouble and facing the next year, which could mean delays for AMD and indirectly for NVIDIA on its graphics cards.

Although we have already talked about the problems that Taiwanese are facing with the supply of wafers, a new chapter opens in this drama to accommodate more companies affected by this already titanic problem.

And is that 7 nm wafers are not only going to face a supply problem today, which has forced the company to delay deliveries within a period of up to 6 months, but now TSMC advises its customers to reserve capacity of these wafers at 7 nm to face all 2020.

This is, of course, something of concern, since it implies that supplies are not only limited in terms of production capacity, but have no view to improve it for next year.

Obviously, this implies that leading companies such as Apple and AMD suffer the consequences of these ads. The Ryzen 3000 processors and the new Threadripper 3 would again be in a possible problem with the long-term stock, where for now we do not know what the allocation and priorities of TSMC will be, not only with AMD, but with the rest of the Affected companies

Common sense makes us think that Taiwanese will allocate a larger volume of wafers to their preferred customers, which in this case would be the two named companies, but with the takeoff again of Apple and its iPhones, it is not clear who has the pan taken by the handle in front of TSMC.

As if they were sighted, NVIDIA is also going to be affected by the problems in TSMC. His leap to Samsung, which we talked about months ago, was providential for the situation that the smelter will face in the face of 2020 and where NVIDIA would have no place at 7 nm and 7 nm +.

Samsung on the other hand, although with delays, will have them as premium customers because of the high volume they expect from chips in their new EUV node. But until then, NVIDIA will have to adjust its accounts, since TSMC will adjust the number of wafers for the 16, 12 and 10 nm nodes, which means there will be delays for the delivery of Turing chips.

Yesterday we talked about the movements of Huang's to be more profitable economically, but today's announcement by the sources once again questions that movement, where it is expected that NVIDIA already knew about these delays by managers since Taiwan

Thus, both AMD and NVIDIA will begin to experience a situation that is somewhat unknown to them, since it has not been a similar situation for many years. The problem they face is that Intel will arrive in 2020 with Gen 11 and in 2021 it is expected to be competitive against the big two in terms of graphics cards.

Will Samsung finally save the chestnuts from the fire to the two main manufacturers of GPUs in the world? Will AMD continue with TSMC if it shows that it cannot meet the demand? And perhaps the most important question will the supply and prices of GPUs remain stable?

Many questions, few answers, but what is clear is that this situation will have a final outcome, the problem is knowing where it is focused.