[Exomaniac]

Autor Dr. Strange

Sada AMD ima praktički skoro sve od 7nm za sebe, yield je vrlo visok i svakako će dostupnost biti bolja od kriminalno loše Nvidijine ponude.

Nema skoro sav, sad AMD ima tek negdje oko 21% 7nm node wafera u svom portfeljeu. Ovo dolje je što je pisao @chiakokhua na Twitteru kompilirano.

TSMC's 7nm production capacity continues to rise. The industry expects monthly capacity to reach 110,000 wafers in 1H'2020. The top 5 customers by order proportion are: Apple, HiSilicon, Qualcomm, AMD, and Mediatek. Except for Mediatek, order share is split at roughly 20% each, depending on seasonality. Mediatek's share is around 13%.

However, with 7nm capacity rising to 140,000 wpm in 2H'2020, and the largest customer Apple migrating to 5nm with the A14 processor, customer ranking by 7nm orders will be re-shuffled. In one fell swoop, AMD booked capacity for 30,000 wafers, accounting for 21% of total capacity. HiSilicon and Qualcomm's orders are similar, at 17-18%. Mediatek's share also rose to 14%.

Ovi mobilni će isto dobrim dijelom migrirati do polovice iduće godine na 5nm jer je u mobilnom bitan power usage pa će 7nm kapaciteta vjerojatno biti i više nego dovoljno za sve zainteresirane.