It’s been more than a year since the 7nm Zen 2 based Ryzen 3000 and Epyc Rome CPUs were launched by AMD to global acclaim, but it appears that TSMC is still barely keeping up with 7nm orders. During AMD’s latest financial briefing, company CEO, Dr. Lisa Su said the following:
I’ve said before, and I’ll say again, 7nm is tight and we continue to partner closely with TSMC to ensure that we can satisfy our customer demand. Demand has gone up from our initial expectations and some of that is due to the market and some of that is due to the strength of our product traction.Dr. Su, AMD President and CEO
Intel’s recent foundry trouble has made it clear how hard it can be to maintain both the architecture design and fabrication divisions within the same company. After the 10nm debacle, Team Blue’s 7nm is slated to arrive 6-12 months late and if we’re being realistic, it likely won’t make an appearance in the volume segment before 2022. AMD’s decision to split up with Global Foundries and go fabless like NVIDIA was one of the better decisions the company has made in the last decade. Regardless, when you’re the client of the best foundry in the world, there’ll certainly be competition for some of the other industry leaders.
We are increasing capacity to meet those needs but it is tight and I would say that as we continue to increase capacity, we see opportunity there. So from that standpoint demand is strong.Dr. Su, AMD President and CEO
AMD’s planning to launch its Zen 3 based Ryzen 4000 and Epyc Milan CPUs later this year, both of which will leverage the 7nm+ process along with the Navi 2x GPUs. As such, AMD has already doubled its 7nm class orders at TSMC to make sure there are no shortages, but only time will tell if it will be enough.