… The next generation of CPUs based on the Zen 7 architecture will harness TSMC's cutting-edge A14 process technology, which is a 1.4nm design. TSMC A14 will be competing with Intel's 14A at the same time, and Zen 7 is expected to land around 2028. It is also reported that AMD's CEO, Dr. …
… AMD and TSMC’s partnership spans the technologies needed to scale modern data center computing, from TSMC 2nm process technology for next-generation CPUs to advanced packaging technologies, including TSMC’s SoIC-X and CoWoS-L , used across AMD’s broader AI and data center portfolio. …
… So far, AMD's success has relied solely on TSMC, but AMD plans to diversify its chip-making capacity, and that's why it's already engaged in Advanced Talks with Samsung. …
… Another major call was deciding you know, really to, you know, change fundamentally our our relationship with Global Foundaries and, you know, go with, you know, TSMC as our leading manufacturing partner. - AMD's CEO Lisa Su We all know the value of TSMC in the AI supply chain, and it is the larges… …
… As MediaTek and Qualcomm vacated some of the 4nm and 5nm lines at TSMC, AMD appears to have moved in, and quite aggressively at that. …
… In terms of external volume, after TSMC, Samsung Foundry has seen significant attention in recent times, driven by clients like Tesla and Apple, as well as potential ones like AMD . …
… At the same time, geopolitical constraints have brought in great interest into TSMC's US operations , which is why all of the major fabless firms are looking to get access to TSMC's Arizona production as soon as possible, but even then, the capacity is limited to just a few customers, likely NVIDIA… …
… Read all comments on Intel Is the “Insurance Policy” For Every US Fabless Chip Firms Like Apple, NVIDIA & AMD Against Supply Risks Around TSMC, Says Renowned Analyst
… As per the rumor, AMD has already taped out its next-generation lineup on TSMC's N3P process technology, which is a step up from the TSMC N4P node used for the existing RDNA 4 lineup. …
… It will serve as the host CPU for AMD's Instinct MI500-series GPUs, and is expected to leverage the advanced Zen 7 architecture. There is some lingering uncertainty as to whether AMD is using Samsung as a backstop or a concurrent partner alongside TSMC. …