AMD's said to become TSMC's largest 5nm customer in 2023

AMD's expected to reach 5nm production volumes of 200,000 wafers in Q4 2022

AMD's said to become TSMC's largest 5nm customer in 2023

AMD's going to become one of TSMC's top customers in 2023

The past few years have seen AMD grow into a silicon behemoth, with their Ryzen and EPYC CPUs growing in popularity, their custom silicon penetrating almost all areas of the gaming market, and their latest acquisitions adding more areas for growth moving forward. As AMD becomes larger, its demand for silicon has grown, so much so that AMD is due to become one of TSMC's largest customers next year. 

Taiwanese media has reported that AMD is expected to become TSMC's largest 5nm customer in 2023, with expected 5nm production levels reaching 200,000 wafers in Q4 2022. AMD's Ryzen, EPYC, and Radeon product lines are all moving to TSMC's 5nm lithography node, creating huge demand for TSMC's 5nm fab space. AMD's growth has also created increased demand for AMD's products, placing more pressure on TSMC to produce enough 5nm wafers to keep up with demand, as much of AMD's growth has been limited by their production capabilities in recent years. 

In 2023, AMD is expected to become TSMC's 3rd largest customer, with recently acquired companies like Xilinx and Pensando adding to AMD's already large silicon orders. AMD has presented a strong roadmap at their 2022 Financial Analysts Day, signalling increasing market share within the enterprise PC market and server markets.

AMD's said to become TSMC's largest 5nm customer in 2023

 

With AMD needing silicon wafers for CPUs, GPUs, FPGAs, and a large number of other accelerators, it makes sense that AMD has become one of TSMC's largest clients. AMD has a lot of new products to build, and currently, TSMC is the world's leading company when it comes to silicon fabrication. With AMD becoming one of TSMC's largest customers, TSMC will rely heavily on AMD to fuel its own growth, and AMD will rely heavily on TSMC to ensure that their products deliver the highest levels of performance possible. Both TSMC and AMD rely on each other for success, and that could create a tricky situation for both companies if either falters. 

You can join the discussion on AMD becoming one of TSMC's largest customers on the OC3D Forums.

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Most Recent Comments

16-06-2022, 14:14:19

AlienALX
That's only because Nvidia bailed on them Quote

17-06-2022, 00:04:19

NeverBackDown
Not really. Apple is their biggest customer... By farQuote

17-06-2022, 12:13:42

LePhuronn
Quote:
Originally Posted by NeverBackDown View Post
Not really. Apple is their biggest customer... By far
Well yeah...this is why AMD becomes TSMC's largest 5nm customer in 2023: Apple are moving to 3nm.Quote

18-06-2022, 10:31:24

AngryGoldfish
Quote:
Originally Posted by NeverBackDown View Post
Not really. Apple is their biggest customer... By far
Yeah, I thought that too, but Mark clarifies in the next line down:

"AMD should be TSMC's 3rd largest customer next year."Quote
Reply
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