AMD will become TSMC's largest 5nm customer next year

At the analyst conference a few days ago, AMD announced the roadmap for the next-generation CPU/GPU. Starting with this year's Zen4 architecture, AMD's process will be upgraded to 5nm and improved 4nm nodes, and the RX 7000 series graphics cards will follow suit. Next year, it will become TSMC's largest customer for 5nm process. Among TSMC's customers, Apple has been at the VVIP level in recent years, and advanced production capacity has been given priority to Apple. In the early days, Apple even reserved the entire production area. Taking 5nm as an example, it will be mass-produced in 2019. Apple has used 5nm and improved 4nm processes on three generations of processors.

AMD has replaced Huawei as TSMC's second largest customer, but its advanced technology still depends on Apple's progress. The 5nm Zen4 processor was only launched this year, and because Apple's chip technology has gradually shifted to 4nm and 3nm processes, 5nm orders have a chance to increase in volume.

According to the roadmap released by AMD, the Zen4 architecture and Zen4 architecture processors are all 5nm or improved 4nm processes. Zen5 may reach 3nm in the later stage, but that will be at least after 2024.

With Apple's withdrawal and AMD's increased orders, it is expected that AMD will be TSMC's largest 5nm process customer in 2023. By then, the production capacity of Ryzen 7000 and RX 7000 graphics cards should be more secure.