Industry News

In the face of Intel's preemption of the 3nm generation, sources say AMD's Su Zi Feng will visit TSMC in July to discuss the future

Update time : 2023-06-30 08:53:15

According to "Electronic Times", AMD CEO Su Zi Feng will go to Taiwan in mid-July to meet with Siang Shuo and Sun Moon Group, and visit TSMC President Wei Zhejia and other senior executives to explain its latest product blueprint and outlook to the PC and server supply chain and customers, and listen to the views of important partners on the industry market situation, and will also discuss 4/3nm process and advanced packaging cooperation with TSMC.

According to semiconductor industry sources, the main reason for the trip is that Intel has revised its cooperation with TSMC at 3nm (mainly Arrow Lake and new GPUs), which will be a major crisis for AMD, whose PC platform is still stuck at 4nm in the next 2 years.
Intel has been in the red for two consecutive quarters due to the plunge in PC demand and the difficulty in reducing supply chain inventories, while AMD also performed poorly in the same period, with first quarter revenue down 9.1% to $5.353 billion.
Simply put, AMD's NB and DT products will remain above 4nm until 2025, with the Hawk Point, which is set to succeed the Phoenix Point in 2024, still featuring the Zen 4 architecture and 4nm process, and the Krackan Point, which is set to take over in 2025, upgrading the Zen 5 architecture but still using the 4nm process.
On the contrary, although Intel has postponed cooperation with TSMC due to the Meteor Lake series, the Arrow Lake series in 2024 has been confirmed to use the 3nm process, and TSMC will not only OEM the GPU part, but also the CPU tile has been wrapped. In this way, Intel has TSMC to help, and AMD, which has not yet received 3nm orders, will lag behind.
It seems that AMD will adopt 5/6nm process for Raphael series, 4/6nm process for Granite Ridge series to be launched at the end of 2024, 7nm and 4nm for mainstream Cezanne and Phoenix Point in 2023, and 4/6nm for high-end processor Shimada Peak in 2025. The 2025 high-end processor Shimada Peak is based on 4/6nm.
On the whole, AMD's DT and NB platform processors will stay at 4nm until the end of 2025, and the first EPYC series to enter the 3nm generation will only be launched in the second half of 2024 at the earliest, while the Zen 6 architecture processor with 2nm process is expected to debut in 2026 at the earliest. Until then, AMD is afraid that it is difficult to hard with Intel in terms of process.

Previous : Micron Technology's third-quarter earnings beat expectations: benefiting from the wave of generative artificial intelligence

Next : Vishay Introduces New IR Sensor Modules that Operate Stably in Direct Sunlight without Attenuators and Reduce System Cost

How many chips does a car need?

Sep .19.2024

Automotive chips can be divided into four types according to their functions: control (MCU and AI chips), power, sensors, and others (such as memory). The market is monopolized by international giants. The automotive chips people often talk about refer to

Position and Function of Main Automotive Sensors

Sep .18.2024

The function of the air flow sensor is to convert the amount of air inhaled into the engine into an electrical signal and provide it to the electronic control unit (ECU). It is the main basis for determining the basic fuel injection volume. Vane type: The

Chip: The increasingly intelligent electronic brain

Sep .14.2024

In this era of rapid technological development, we often marvel at how mobile phones can run various application software smoothly, how online classes can be free of lag and achieve zero latency, and how the functions of electronic devices are becoming mo

LDA100 Optocoupler: Outstanding Performance, Wide Applications

Sep .13.2024

In terms of characteristics, LDA100 is outstanding. It offers AC and DC input versions for optional selection, enabling it to work stably in different power supply environments. The small 6-pin DIP package not only saves space but also facilitates install

About Us

About Us What we do Quality People

Products

CHIP/IC Active devices Passive device Components OTHER

China electronic components supplier----Wah Luen Shing Electronic.----www.wlschip.com

Leave a message