Shulou(Shulou.com)11/24 Report--

Thank you, Mr. Air, a netizen of CTOnews.com, for your clue delivery! CTOnews.com, Nov. 7, according to CTWANT, TSMC will produce Zen 4-architecture Genoa processors for AMD's 5nm process. TSMC's capacity utilization of 5nm remained fully loaded in the fourth quarter and is expected to decline slightly in the first half of next year, but will remain above 90 per cent, according to people familiar with the matter.

CTOnews.com has reported that AMD has announced that it will unveil its fourth-generation EPYC server CPU codenamed Genoa at 10:00 Pacific time on November 10 (1: 00 a.m. Beijing time the next day).

TSMC accounted for 28% of its revenue in the third quarter, making it the largest source of revenue. According to the assessment of people in the industry, the capacity utilization rate of TSMC 5nm remained fully loaded in the fourth quarter. Although the capacity utilization rate decreased slightly in the first and second quarters of next year, it remained at more than 90%, and it will return to full capacity in the second half of next year.

TSMC pointed out at the law meeting a few days ago that the destocking of consumer chips led to a significant decline in the utilization of TSMC's 7nm and 6nm processes, but TSMC is still optimistic about the continued increase in demand for the 5nm process in the fourth quarter. in order to balance the impact of weakening end-market demand and customers' continued inventory adjustment, TSMC's fourth-quarter results are the same as those of the previous quarter.

The RDNA 3 architecture graphics card released by AMD last week is the world's first small chip design. The GPU,GCD and MCD combine 5nm and 6nm processes, providing up to 54 per cent performance per watt over the previous generation of RDNA 2 architecture.

In addition, in order to reduce the negative impact of weak demand for consumer electronics on operations, AMD's product strategy in the next two to three years will focus on artificial intelligence (AI) and high performance computing (HPC) development, expanding the market layout in 5G infrastructure, automotive electronics, aerospace and defense, industrial and medical, and data centers, while TSMC will be the most important partner.

AMD will officially announce the launch of the Zen 4-architecture Genoa processor this week, and will ship it to the OEM factory by the end of the year. Next year, it will launch processors such as Bergamo for native cloud computing, Genoa-X for technology and database computing, and Siena for edge terminals and telecommunications infrastructure, using TSMC's 5-nm or 4-nm process.

In addition, AMD also plans to launch MI300, a data center acceleration processor for AI computing, which is equipped with Zen 4 and RDNA 3 cores, and is expected to be mass produced using TSMC 5nm next year.

"AMD Guanxuan fourth Generation Xiaolong EPYC Genoa" Zen 4 "CPU will be released on November 11."

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