AMD is set to launch its next-gen Ryzen 7000 processors in late September, thereby becoming the second largest client of TSMC’s 5nm process node after Apple. A report from Digitimes claims that Team, Red will release its new desktop processors on the 30th of August (could be outdated info) and the notebook processors in the first half of 2023 (Dragon Range and Phoenix). While the former will leverage the 5nm N5 process node, the latter will leverage the refined 4nm node for improved power efficiency.
In addition to this, the older midrange APUs which have been fabbed by GlobalFounderies will be shifted to Samsung’s 14nm node. This is an interesting development as AMD hasn’t signed any major manufacturing contracts with Samsung in a long while.
In the server market, the Epyc family will see the release of the 96-core Genoa processors. Like Raphael, these will be fabbed on the N5 process and launch in November. The cloud-oriented Bergamo chips with up to 128 Zen 4c cores will be launched in the first half of 2023 alongside Genoa-X (Zen 4 V-Cache)
In addition to being the second largest 5nm client, AMD has also become the largest customer of TSMC’s 7nm/6nm process nodes, overtaking MediaTek and Qualcomm in the second quarter of the year. The I/O dies for the Ryzen 7000 and Epyc Genoa processors, plus the existing Zen 3 chips are being fabbed on these nodes. AMD, however, still has an overall capacity share much less than Apple: Roughly a third.
These dynamics should remain unchanged over the next couple of years. Apple will once again be the first adopter of the 3nm N3 process, followed by Intel (iGPU die for Arrow Lake), and lastly NVIDIA and AMD the next year.