[Nike] Posted December 6, 2019 Posted December 6, 2019 The Taiwanese foundry of TSMC is the most important in Asia, even ahead of Samsung. This good moment of the company is mainly given by AMD, which is selling the Ryzen 3000 as churros. It is even said that the company would be having major problems to meet the demand. But the foundry already looks at 7nm EUV (7nm +) and 5nm. A few days ago TSMC indicated that the 7nm EUV would already be ready for mass chip production. They also indicate that the design of the 5nm has been completed and now the testing process for its mass production is started. The first batches of chips in 5nm will be limited to a few customers, because starting the boot will not be easy. AMD and TSMC live an idyll The China Times media indicates that the three preferred customers of TSMC for the 5nm will be AMD, Apple and HiSilicon, this subsidiary is the division of processors of Huawei. By the end of 2020 we will see Apple and HiSilicon processors with the 5nm lithograph. By the beginning of 2021 we could have processors in 5nm of AMD. So it would be ruled out that before 2021 we see Ryzen processors in 5nm. Zen3 would arrive in 2020 under the lithography of 7nm EUV, which is the improved version of the current 7nm. An IPC improvement of 15% is expected for this new lithograph. By 2021 we would see the arrival of Zen4 under the 5nm lithograph and possibly we will see a new socket. The truth is that AMD could even take it easy for a season, because Intel is very lost. Intel has not yet released the 10nm processors and it is unknown when they will launch the processors under this lithography. This together with the greater demand than production capacity, is putting the company in trouble. Obviously AMD is doing everything possible to make the most of it. 1 1
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