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Alder Lake

AMD are TSMCs largest customer, they just have so many things going on.
Intel can't get off their 14nm node, and haven't so they are seeking samsung to build additional fabs to save their future.
no one has sufficient demand currently, not amd gfx, not nvidia gfx, not amd cpu, not amd xbox, or amd ps5.
Intel might have, but they saw constraint issues also last year to to awful yields even in their mature 14nm.

I am not convinced you have much of clue about anything you Ryan Shrout about.


Actually Apple is TSMC's largest customer followed by Intel and AMD is third
 
I should have stated at 7nm, which is what I meant. I believe thye remain the largest, or have become the largest customer at 7nm. I believe apple are at 5nm.

I should have clarified my comment as well. The agreement Intel reportedly signed makes it TSMC's biggest 3nm customer, not its biggest 7nm or 5nm customer
 
Yeah, AMD shoots itself in the foot - either bad management and they can't relocate/use dies for the 12-core and 16-core SKUs, or simply the demand for the lower-end 8-core SKUs is much lower, so virtually every shop has them.
Either way - ugly by AMD.

there is a lot more stock of the 6 and 8 core coming in from amd, not a lot of 5950x and 5900x stock coming in. Most people are buying 5600x and 5800x
 
"Intel has formed a new commercial entity to develop chiplet-based designs. Chiplets, which integrate dies in an advanced package, is emerging as a different way for the U.S. to remain competitive"

Maybe Intel had forgot that one of their comptetors had already done just 4 years ago. Or maybe 6GHZ on 14nm was a 24/7 goal ?

Classic Shintel, pretending that AMD hasnt had chiplets for years and trying to make the statement sound like they are first haha
 
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