Wccf (Where Consumers Come First) tech
Date: April 23, 2020
By: Usman Pirzada
While the Coronavirus has the business world reeling, NVIDIA and AMD have both swooped in and purchased excess capacity at TSMC by ramping up their orders for next-generation GPUs and CPUs. In a report published by Digitimes, Taiwan's most reliable news source, TSMC is expected to post strong results in 1H 2020 thanks to a sudden ramp-up of orders by NVIDIA and AMD making up for the shortfall.
NVIDIA and AMD gobble up spare (7nm) capacity at TSMC for next-generation processors
The last flagship release from NVIDIA was back in September 2018. It has been a long time since NVIDIA rolled out a successor and we have a feeling that the company was waiting for TSMC's 7nm node to get mature for high-performance graphics and you are going to see a massive leap with the company's next-generation architecture.
Since both NVIDIA and AMD are fab-less design houses there is always a concern whether TSMC can spare capacity (everyone knows Apple is their darling) but it looks like the COVID19 has swung things in their favor as both companies have been gobbling up space yielded by other customers. This includes next-generation CPUs and GPUs from both NVIDIA and AMD. [FULL STORY]