TSMC’s 7nm (N7) node has been instrumental in AMD’s journey to performance leadership in both the consumer and server segments. Zen 2, Zen 3 as well as RDNA 1, and RDNA 2 were all fabbed on the N7 process. Most next-gen game consoles (semi-custom designs) including the PS5, Xbox Series X, and Steam Deck also leverage some form of the same process technology. Even the recently launched Ryzen 6000 “Rembrandt” mobile processors are based on an enhanced variant (N6) of that very node.
AMD has become TSMC’s largest 7nm client, and this trend should continue in the next 2-3 years with Zen 4, and possibly even Zen 5 and their derivatives. With the successful acquisition of Xilinx and Pensando, Team Red is looking to expand its horizons and make even more advanced chips. In the coming years, we’ll see a slew of new AMD products across the server, cloud, hyperscale, data center, and notebook markets.
These include the Ryzen 7000 (Raphael) and likely the Ryzen 8000 (Granite Ridge) lineups in the desktop market, Phoenix and Strix Point in the notebook space, Navi 3x and Navi 4x in the PC GPU segment, Genoa, Bergamo, Genoa-X, Siena, and Turin in the server space, and the MI300 megachip in the GPGPU accelerator market. The desktop designs will be fabbed on the 5nm process while the mobile chips will leverage the refined 4nm node.
AMD’s overall 5nm share is expected to reach 20,000 wafers in the last quarter of this year, increasing to 2x the next. In fact, AMD is set to become TSMC’s largest 5nm client in 2023, beating Qualcomm, MediaTek, and NVIDIA in the process.