DIGITIMES Pointed Out In A Report: In The Process Of Turning To TSMC's Next-generation 3nm Process Node, AMD, Which Was Preempted By Two Major Customers, Apple And Intel, May Be Forced To Postpone The Release Of Zen 5 CPU To 2024-2025** The Next Generation Of TSMC Has Been "smashed" By Intel's VIP Customers.
(Figure Via wccftech)
Meanwhile, amd, NVIDIA, MediaTek And Other Customers Are Also Expected To Use The 3nm Process, But Production Is Not Expected To Start Until The Second Half Of 2023. It Means That The Next Generation Of Products Based On This Process Will Be Postponed To 2024 Or 2025.
However, At Present, We Are Unable To Determine Whether AMD Will Select 3nm Process Nodes For Its Zen 5 Product Line. As For Zen 4, It Is Known That It Will Be Based On TSMC 5nm Process, And NVIDIA Is The Next Generation Game GPU (4N Process).
Referring To This New Report, AMD Will Have Three Options. One Is To Wait Until 2024 - 2025 To Produce Zen 5 Processor. Given That Zen 3 Was Launched In The Second Half Of 2020 And Replaced In The Second Half Of 2022, It Means That The Company Can Maintain A Two-year Release Rhythm.
Based On This, AMD Is Most Likely To Postpone The Release Of Zen 5 CPU Until The End Of 2024 / The Beginning Of 2025. Of Course, Amd Has Two Other Backup Options, Such As Adopting The Optimized Version Of N5 Node (n5p Process) For Zen 5 Architecture.
Compared With The 4N Process Selected By Green Plant, N5p Still Has Certain Advantages. However, Since Zen 5 Itself Is A Major Architecture Upgrade And Lacks The Support Of The Latest N3 Process Nodes, Its Significance Will Be Greatly Reduced.
The Most Unlikely Scenario Is That AMD, Which Failed In The Negotiation With TSMC, Will Be Stronger Than N3 When Two VIP Customers Seize The Dominant Capacity - But This Will Lead To Serious Restrictions On Initial Supply, Resulting In Significantly Lower Than Expected Shipments In 2024.
To Sum Up, Amd May Cooperate With [Intel] Through The Zen 4 Product Line With 3D V-cache During The Empty Window Of One Year Before The Launch Of Zen 5( ?site_id=242986&euid=&t=https://intel.jd.com/ )The Midrange Game CPU Family Launched A Contest.
In Other Words, Zen 4, Which Began To Appear In 2022, Will Usher In A V-cache Derivative Model In 2023 Until Amd Releases Zen 5 In The Second Half Of 2024. As For The Truth, It Still Needs Time To Test.