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Sensationalized article. The real story looks like all of TSMCs 5nm capacity for 2020 is booked by Apple, not all 5nm for all time. That said, TSMC is the worl
by tpurves 6y ago
Sensationalized article. The real story looks like all of TSMCs 5nm capacity for 2020 is booked by Apple, not all 5nm for all time. That said, TSMC is the world leader in process these days, and cimoetion between customers has been fierce to book it. But if there was any serious risk AMD could be shut out for all time from 5nm you would have heard about that at their last investor call, not from an enthusiast website.
Here’s what seems to be the original source?
https://www.digitimes.com/news/a20200917PD210.html https://www.digitimes.com/news/a20200917PD210.html
- megablast 6y agoThis is huge. Why pretend it isn’t??
- phkahler 6y agoIts not huge. Apple booked all of TSMCs 5nm production for the next 3 months. They are still ramping up the process too. Apple is going first. Interesting but not huge.
- ashtonkem 6y agoI keep forgetting that we’re running out of 2020.
- kergonath 6y agoIt is huge. It's not the end of the world for anyone.