I suppose the current generation consoles are still on 12nm, but that must be ramping down at this point. PS5 and Xbox-something are a going to be big chunk of

I suppose the current generation consoles are still on 12nm, but that must be ramping down at this point. PS5 and Xbox-something are a going to be big chunk of the 7nm capacity (30,000 wafers/mo) AMD took over from Apple, since they’re moving to TSMC’s next node for the next iPhone. AdoredTV recently did a rough breakdown of how many wafers it’ll take for each product line. Epyc only needs about 1,500 wafers from TSMC since the chiplets are so high yield. Desktop and the new high end laptop parts don’t need much more. What boggles my mind is that between the new consoles they’ll need something like 10,000 wafers per month if this generation’s sales are on par with last generation. I guess it’s a nice way for TSMC to keep 7nm production up as Apple, AMD, and the other big ARM players move onto better nodes. Edit: the consoles take so many wafers because they’re going to be giant monolithic APU designs somewhere in the 400mm^2 range.