All major PC vendors are going to launch their next-generation offerings towards the end of this year. These include chipmakers NVIDIA, AMD, and Intel. The latter will leverage its inhouse 7nm node for the 13th Gen Raptor Lake processors, but AMD and NVIDIA will both continue to outsource the production of their CPUs/GPUs to Asian foundries. In the previous cycle, AMD relied on TSMC while NVIDIA divided its supply chain between Samsung and TSMC. This time around TSMC will be the kingpin of the foundry business, fabbing pretty much every modern GPU architecture using its advanced process nodes.
This includes NVIDIA’s H100 “Hopper” data center (4nm) and the RTX 40 series “Lovelace” GPUs (5nm). AMD’s Zen 4-based Epyc Genoa and Ryzen 7000 CPUs as well as the Radeon RX 7000 (RDNA 3) GPUs will also be fabbed on the same process node. To top it off, Intel’s 1st Gen Alchemist (2nd/3rd Gen as well) GPUs are also being fabbed by TSMC on its N6 process.
Over the last two years, semiconductor shortages were the primary bottleneck limiting industry growth and revenue. TSMC, being the de-facto foundry of more than half of the industry wants to ensure that doesn’t happen again. In this regard, it has planned a 25% increase in its 5nm wafer production (per month), from 120K to 150K wafers per month.
The primary benefactors of this increase are said to be PC clients, most notably AMD and NVIDIA which is good news for gamers and DIY enthusiasts. This should ensure a plentiful supply for the Ryzen 7000 CPUs as well as the Radeon 7000 and GeForce RTX 40 series GPUs in late 2022 and 2023.