AMD continues to increase the number of orders for the production of central and graphic processors based on the 5 nm TSMC process and can claim to be the second largest customer of chips based on this process for the second half of 2022.
AMD is about to release many new products this year based on various versions of the TSMC 5th class process. First, next week, the company announces a long-awaited series of Ryzen 7000 consumer processors on the Zen 4 architecture. AMD will soon begin to scale up the production of the 4th generation EPYC server processors with the code name Genoa on the same Zen 4 architecture. It is also scheduled to produce new RX 7000 game maps on the RDNA 3 architecture this year.
In the first quarter of 2023, AMD plans to release the Bergamo EPYC server processes based on ZenC ' s optimized cloud-based architecture. Later, the EPYC server processors with the code name Siena will be available for use in the telecommunications environment. Both series will also use the 5-nm TSMC process. For the second half of next year, it is also projected that 5-nm Ryzen 7,000 mobile processors will be released for conventional and high-performance game laptops.
If you put all this together, it turns out that the AMD is going to shut down all the market segments of its interest, including dectops, laptops, servers, cloud platforms, telecommunications, and so on, in the next six to nine months. The company could be the second largest customer of 5 nm chips in TSMC not only this year, but also keep this place for at least the first half of 2023.
Previous projections by analysts suggested that AMD could in general become the third largest client of the Taiwan contract manufacturer of TSMC semiconductors in 2023.