Caporegime
Ηοw did you conclude that amd are better engineers? Seriously thats crazy to suggest. Usually they deliver less with more. AMD stands absolutely no chance without TSMC. None whatsoever. They would have gotten eaten alive by Intel if Intel had access to 5nm TSMC and AMD was using Intel's fabs. You know the last time amd didn't have the node advantage they delivered the BULLDOZER. Just saying.
Even their GPUs, they have more of EVERYTHING. Ram ,transistors, bus widths, shaders, yadayadayada. Since we had the same discussion a few days ago, and die size is SO important, the XTX has a 50% bigger die than the 4080, and a 50% bigger bus width, and we can all see the results of that..
Ah...... TSMC, just go with TSMC and THEY will make all the best stuff for you.
The last guest Tom (MLID) had on was a foundry guy, go have a look, Tom put it to this foundry guy that given the clear advantages of chiplets, now that Nvidia are back at TSMC why don't they make chiplet GPU's?
The foundry guy looked a little perplexed and said "TSMC don't design chips, they simply make them" Tom, having not listened to a word this foundry guy just said explained that 'Nvidia told him that they don't see any benefits in chiplets and will continue with monolithic because that suits them better"
The foundry guy suggested that chiplets is the way forward for everyone.
He went on to explain something a little deeper, when Apple need something manufactured they have specific demands from the node, in their case its very low powered efficiency, Apple being the designers of their architecture help TSMC design and optimise the node for their architectural needs.
With that TSMC add that innovation and engineering to their portfolio as a diverse foundry with a set of skills.
AMD are No:2 for TSMC, they have very different demands from the node to Apple, AMD need power and frequency scalability, AMD add their own expertise to help TSMC optimes their node to suit AMD , TSMC also add that innovation and engineering to their portfolio.
The foundry guy added that Xilinx at some time had specific packaging demands for their products, Xilinx designed those packaging technologies for TSMC's node.
Both Apple and AMD now use those TSMC packaging technologies.
TSMC are the best foundry because they have the best customers designing their stuff for them, TSMC are not architectural designers, they are manufacturers with a portfolio of innovation created by its core customers.
Last edited: