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AMD will not use TSMC for CPUs and GPUs. AMD uses TSMC for gaming console chips which are at 16nm and moving to 12nm. That is the word inside the fabless semiconductor ecosystem.
But even for consoles i don't think they will have capacity to use or the economical interest. I don't know the cycles of consoles but I don't expect a new console next year when they are releasing a new gen in November.
2019 for HVM AMD 7nm is wildly optimistic. Mark Papermaster stated a couple of months ago that HVM for 12nm would begin the first of the year. Intel is having a tough time of it with 10nm. 10nm Cannon Lake CPUs promised for late 2016 are no where on the horizon. So AMD is going to have it easier time with 7nm ?
The way it looks for Ryzen
Q2 2018 for Ryzen + - Node shrink only
Q2 2019 for Ryzen 2 - architecture tweaks, code revisions and new features like PCIe 4.0
You should look more deep and not just marketing numbers, I mean if you visit this web you should know that GF's 7nm is similar in density to Intel's 10nm. Risk production will start in 1H2018.
"Risk Production" translates to - 'we will release them for sale if they pass validation. And we anticipated the distinct possibility they will wind up in the poop-can.'
2019 for HVM AMD 7nm is wildly optimistic. Mark Papermaster stated a couple of months ago that HVM for 12nm would begin the first of the year. Intel is having a tough time of it with 10nm. 10nm Cannon Lake CPUs promised for late 2016 are no where on the horizon. So AMD is going to have it easier time with 7nm ?
The way it looks for Ryzen
Q2 2018 for Ryzen + - Node shrink only
Q2 2019 for Ryzen 2 - architecture tweaks, code revisions and new features like PCIe 4.0
The TSMC HPC 7nm production will start initially with Vega GPU. AMD is restricted by their agreement with ATIC in the amount of Silicon they can order outside GF. There isn't much volume in Vega Production.
2019 for HVM AMD 7nm is wildly optimistic. Mark Papermaster stated a couple of months ago that HVM for 12nm would begin the first of the year. Intel is having a tough time of it with 10nm. 10nm Cannon Lake CPUs promised for late 2016 are no where on the horizon. So AMD is going to have it easier time with 7nm ?
The way it looks for Ryzen
Q2 2018 for Ryzen + - Node shrink only
Q2 2019 for Ryzen 2 - architecture tweaks, code revisions and new features like PCIe 4.0
This post is mostly wrong.
Ryzen refresh/ Pinnacle is Q1 2018 -> 12nm + architecture tweeks (maybe)
Zen2 is 7nm in 1H 2019 with major architecture improvements. Zen 2 shapes up for 2019
This post is mostly wrong.
Ryzen refresh/ Pinnacle is Q1 2018 -> 12nm + architecture tweeks (maybe)
Zen2 is 7nm in 1H 2019 with major architecture improvements. Zen 2 shapes up for 2019
Its confirmed that AMD is using GF 12LP for its 2018 client (Pinnacle Ridge) and graphics (Vega) products.
AMD Transitioning To 12nm LP Process For Vega, Ryzen In 2018
"At the Global Foundries Technology Conference, AMD’s CTO Mark Papermaster announced that the company will be transitioning “graphics and client products” from the Global Foundries 14nm LPP FinFET process it uses today to the new 12nm LP process in 2018. Global Foundries also announced that 12LP will begin production in 1Q18. We followed up with Papermaster in person and confirmed directly that the company will transition both Vega GPUs and the Ryzen line of processors to the 12nm LP process."
For 7nm no official confirmation yet from AMD about where its designing and fabbing its products but I am betting GF 7LP for Zen 2 and TSMC N7 for Navi.
This question was sort of answered in the latest earnings call:
Sebastian Hou CL Securities Taiwan Company Limited, Research Division - Research Analyst
So my first question is regarding the growth outlook for CPU with your high-performance computing segment. Do you see -- or are you more confident in the ARM-based CPU or x86 CPU if we just look at next 2 years for your growth?
Mark Liu Taiwan Semiconductor Manufacturing Company Limited - Co-CEO, President & Director
Mostly ARM-based CPU what we are working on with our customers.
Its confirmed that AMD is using GF 12LP for its 2018 client (Pinnacle Ridge) and graphics (Vega) products.
AMD Transitioning To 12nm LP Process For Vega, Ryzen In 2018
"At the Global Foundries Technology Conference, AMD’s CTO Mark Papermaster announced that the company will be transitioning “graphics and client products” from the Global Foundries 14nm LPP FinFET process it uses today to the new 12nm LP process in 2018. Global Foundries also announced that 12LP will begin production in 1Q18. We followed up with Papermaster in person and confirmed directly that the company will transition both Vega GPUs and the Ryzen line of processors to the 12nm LP process."
For 7nm no official confirmation yet from AMD about where its designing and fabbing its products but I am betting GF 7LP for Zen 2 and TSMC N7 for Navi.
GF Facilities in Malta have 2 Clean Rooms so two lines can be run simultaneously. One for 12nm and one for 7nm.
Zen dies for Ryzen, Threadripper as well as Vega will transition to 12nm in Q1 2018, Zen dies for Epyc will skip 12nm and transition to Epyc in the 2nd Half of 2018. AMD has contracted with TSMC to run Dies for their new GPU Navi on their 7nm node when the line becomes available. Tentatively late 2018 or early 2019
