*According to industry sources, AMD is expected to launch a new generation of processor * manufactured by TSMC 5nm process technology as early as September. According to the electronic times, amd has launched a series of 6nm CPU and GPU products since 2022, and TSMC is its only OEM partner. Sources believe that due to the close cooperation with TSMC, AMD is expected to launch a new generation of 5nm processor later this year.
According to its disclosure, the upcoming [amd] Based on Zen 4 architecture( ?site_id=242986&euid=&t=https://amd -cpu. jd. COM /) ryzen 700 chip will be AMD's first 5nm product. AMD will also use TSMC's 5nm process to produce the next generation of EYPC server processor later this year, and plans to use TSMC's 3nm process to produce Zen 5 processor as early as 2024.
The source said that it has signed a contract with TSMC to produce its flagship processor, which has been in AMD and Intel And NVIDIA and other competitors. Since 2019, AMD's market share in notebook computers, desktops and server processors has been increasing.
On the other hand, Intel and NVIDIA have to adjust and modify their strategies and product roadmap to cope with AMD's rising competitiveness. They are turning to TSMC to manufacture their 5nm and below 5nm products.
It is reported that NVIDIA has prepaid more than US $10 billion and asked TSMC to provide 5nm and below process Manufacturing for its upcoming GPU. The RTX 30 chip launched by NVIDIA nearly two years ago uses Samsung 8nm OEM process.
According to sources, NVIDIA will use TSMC's 5nm process platform, including N5, N4 and their enhanced versions, for the geforce RTX 40 series to be released from August to September. NVIDIA has also prepaid TSMC and asked the latter to realize 3nm process manufacturing by the end of 2024.
Sources said that Intel is also expected to seek the supply of new processors from TSMC. Intel is already a customer of TSMC's 5nm and 7Nm process platforms and one of the few customers queuing to buy TSMC's 3nm and 2nm capacity.