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  Új Válasz 2021-08-23 05:21:39 #5615

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  New Dynamics: Meet TSMC’s Top 3 Customers
  - Apple
  - AMD
  - Mediatek
  https://techtaiwan.com/20210818/tsmc-apple-amd-mediatek/

  "
  Beyond Apple, TSMC’s 2nd and 3rd largest customers have recently changed. For risk diversification, Nvidia and Qualcomm are sourcing from both TSMC and Samsung, and their places are filled by AMD and MediaTek.

  TSMC’s advanced 7nm node was key to AMD’s recent success in catching up with Intel: AMD released its Zen 2-based Ryzen 3000 processor in 2019, when Intel was still struggling with its 10nm and 7nm processes. Undoubtedly, AMD will continue its partnership with TSMC to maintain its edge. The company will continue to use TSMC’s 7nm process until the release of its Zen 4 core, which will use the 5nm process. In fact, AMD has come to be TSMC’s largest client in terms of the 7nm process. With AMD seeking to gain a larger share in the server market (some estimations suggest a 25-30% share in 2023) and its acquisition of Xilinx, another user of TSMC’s advanced nodes, it is expected that AMD will remain TSMC’s 2nd largest customer all the way through 2021. "

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