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I was wondering why AMD didn't finally get access to the top notch process at TSMC. They can have some of the best margins in their products, just because they
by veselin 5y ago
I was wondering why AMD didn't finally get access to the top notch process at TSMC. They can have some of the best margins in their products, just because they ended being the best now and they certainly have the volume already. They didn't even start addressing notebooks or the lower ends of the market with Zen 3.
Zen 3 is probably the fastest CPU on the market, it is not even scaled down to N5 or N6 which could get power consumption down to the best we have seen for notebook market.
Instead the rumors are that in 2022 the improvements will go mostly into packaging extra cache. And now the next processes are already booked by others.
- selectodude 5y agoBecause AMD doesn’t have any money. Intel can fire off a 1 billion dollar wire transfer tomorrow. That would wipe out half of AMD’s cash reserves. Money talks.
- colinmhayes 5y agoIntel has 20 billion in profit a year. AMDs revenue is half that. AMD can't compete with apple and intel's cash flow.
- the_lucifer 5y agoBut tbh Apple has been consistent in their TSMC orders so far. Intel is the dark horse here. It looks like Intel's trying to throw a wrench in AMD's future plans while they try hard to catch up.