Intel to Replace AMD as TSMC’s 2nd Largest Client in 2023 for 3nm Node, Samsung 4nm Node For Select AMD Chips

A report from JPMorgan signifies that AMD will proceed to depend on TSMC as its main foundry. In the meantime, the chipmaker will outsource sure low-volume merchandise comparable to Chromebook SKUs to Samsung’s 4nm capability to enhance provide and margins. Final month, a rumor from Taiwan had claimed that Group Pink might change to Samsung’s 3nm node for its next-to-next technology Zen 5 processors.

JP Morgan analysis, however, claims that every one three main PC chipmakers (NVIDIA, AMD, and Intel) will keep on with TSMC as their main foundry companion for the foreseeable future. AMD goes to make use of the N5 course of for its Zen 4 (Raphael, Genoa, Bergamo) lineup, and the N3 course of for the Zen 5 choices. NVIDIA will use TSMC’s 5nm capability for its upcoming RTX 40 sequence “Ada Lovelace” graphics playing cards. Lastly, Intel will use the 5nm node for its future Arc graphics playing cards, and a few of the Ponte Vecchio chiplets.

The report additionally alleges that Intel will go all-in with TSMC’s 3nm course of node. Group Blue will supposedly faucet into the node to fabricate its GPUs in addition to sure CPUs in 2023. A lot in order that the chipmaker is predicted to develop into TSMC’s second-largest consumer, subsequent to solely Apple, pushing AMD to the third place within the foundry’s e book.

TSMC is slated to regulate 90% of the superior foundry enterprise with its N5 node in 2022, with Samsung hanging onto the remainder. JPMorgan believes that TSMC’s dominance will proceed with its N3 (3nm) course of, albeit it could drop a bit to someplace between 80-90%.

Intel’s share within the wafer output pie for 2023 is estimated to be at 20,000 wafers per 30 days and TSMC is predicted to cross 40,000 wpm solely in 2023 in accordance with reviews from Taiwan. The merchandise leveraging the 3nm course of nodes gained’t come to the market anytime earlier than 2024.

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