TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm mutiny

Re:TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm m... by YetAnotherNick on Thursday November 25, 2021 @09:38AM (#29341673)

AMD hasn't even moved to 5nm till now even though it is available to them. Why are they complaining?

[ Parent | on HN ]

Re:TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm m... by qayxc on Thursday November 25, 2021 @09:45AM (#29341748)

Well, they can't move to 5nm because Apple bought basically the entire 5nm production from TSMC.

In other words, they couldn't move to 5nm because they wouldn't be able to procure any significant volume from it. Why bother with 5nm if you wouldn't be able to ship products?

That's exactly why NVIDIA ditched TSMC in favour of Samsung despite their inferior process.

[ Parent | on HN ]

Re:TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm m... by fomine3 on Thursday November 25, 2021 @09:59AM (#29341878)

Nvidia Ampere uses Samsung 8nm that is basically 10nm+. I wish they use Samsung 7nm even if they can't afford TSMC 7nm.

[ Parent | on HN ]

Re:TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm m... by monocasa on Thursday November 25, 2021 @02:32PM (#29344230)

Samsung 7nm probably doesn't have the yields to make it worth it yet.

[ Parent | on HN ]

Re:TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm m... by pmarcelll on Thursday November 25, 2021 @09:54AM (#29341829)

There is a significant amount of time between starting the development of a CPU die on a specific node and actually releasing the final product onto the market. This has already happened for Zen 4 on 5nm (so R&D/product development has moved to 5nm a long time ago) and the article is probably about Zen 5 (current gen is Zen 3 on 7nm).

[ Parent | on HN ]

Re:TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm m... by kuschku on Thursday November 25, 2021 @09:46AM (#29341752)

Because Apple had bought 100% of 5nm capacity, and so no capacity at 5nm was available to AMD?

[ Parent | on HN ]