Stock prices AMD has set a record for all time of presence of the company on the stock exchange, reaching $47,57. However, there is every chance that growth will continue. At least, a leading Taiwanese technology magazine recently published an article that cannot fail to please investors of AMD.
It is reported that TSMC expects that the orders based on print 7-nm crystals in the II half of 2020 will double. The fact that Apple goes with a 7-nm 5-nm production, leaving some void in capacity utilization – it is going to fill AMD. TSMC expects that AMD will become the largest customer of the 7-nm processors starting from the second half of 2020. It also means that AMD sales will always go up.
Interestingly, around the same time Intel will release their first mass of 10-nm processors (if all goes according to plan). Unfortunately, now, apparently, 7-nm capacity at TSMC fully loaded with orders, and there is little hope that AMD will be able to significantly expand the delivery of its 7-nm solutions before Apple starts printing chips for the next iPhone and iPad.
Some other insights from Chinese material:
- 7-nm TSMC production capacity continue to expand. Experts believe that the monthly productivity reaches to 110,000 wafers per month in the first half of 2020, and the second will be over 140 000 plates per month. It is alleged that the orders from HiSilicon and Qualcomm in the second half of 2020 is also expected to expand significantly, but AMD will become the largest customer.
- Today driving customers to TSMC for volume orders 7-nm crystals are Apple, Huawei HiSilicon, Qualcomm, AMD and Mediatek. With the exception of Mediatek, whose share is about 13 %, other companies owned approximately 20% of orders (depending on season).
- When you extend a 7-nm capacity up to 140,000 wafers per month and the transfer of most of Apple’s 5-nm production in the second half of 2020, AMD to increase the load up to 30 000 wafers per month (about 21 % of the total capacity), HiSilicon and Qualcomm will own shares of about 17-18 %, and Mediatek – 14 %.
- Interestingly, in the present 7-nm production capacity Samsung, is about 150 000 silicon wafers per month, and the company is also expanding their capacity. According to industry rumors, Samsung plans to increase production four times in 2020, by downloading them, in particular, 7-nm EUV products of the next generation from NVIDIA and Qualcomm.
Even without taking into account the continued growth of the popularity of AMD Ryzen on the market of desktop PCs, servers and laptops really need to greatly expand the volume of orders 7-nm chips, because closer to the end of the year to market the next generation console in the face of the Sony PlayStation 5 and Xbox Series X – in the heart of both will be AMD.
By the way, AMD will certainly be one of the key customers TSMC and printing of 5-nm crystals – there’s no reason to believe that the success of the company will come to naught. However, let’s see how will reveal itself Intel in 2020 and will she be able to rid himself of a 14-nm curse. In addition to the new 10-nm processors, we can see the first Intel graphics cards under the name Xe.