[Manuel Calavera]

wccf

That much is already known but the more interesting revelations in this report are that TSMC is expecting to win orders for AMD CPUs too. The only CPU that AMD has in their pipeline and uses 7nm process is the upcoming Zen 2 architecture which will be a big leap for the company in terms of performance and efficiency. The Zen 2 architecture will be deployed first in the 7nm EPYC Rome processors which are arriving next year and compete favorably against the Intel’s yet to launch, 10nm Ice Lake-SP processors, based on AMD’s internal performance estimates.

If the contract for 7nm CPUs is official, then it won’t only be a huge win for TSMC but it would also be a big win for AMD themselves as TSMC is currently one of the topmost and state of the art, semiconductor manufacturing company and have delivered multiple products based on their FinFET technologies to companies such as Apple, NVIDIA, and Qualcomm. The 7nm TSMC process is expected to deliver a 35% increase in efficiency and yields compared to 16FF+. According to the US Technology Forum, 50% of the wafers will be completed this year and production capacity is expected to increase 3 times by next year.
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Also, AMD can select and use Fabs of both TSMC and Global Foundries to create their next-gen processors. This is made possible by Global Foundries using similar 7nm pitches and SRAM cells that are very close in design to TSMC, allowing Zen 2 7nm processors to be developed on either Fab without major differences.