Intel Corp (INTC)

[Unkwn]

...what reports?............NO.............GF licensed the Samsung 14NM LPP process after failing at developing their own. This process was used very successfully for all the early Ryzen/Epyc stuff

I know that story. This is one of the sources about the Samsung fabs for AMD rumor: https://www.forbes.com/sites/patrickmoorhead/2016/07/25/amd-diversifies-14nm-manufacturing-with-samsung/#30f30e6c4e99

It's old, I know, but I remembered that story. Anyway, seems to me that AMD had the possibility to switch to Samsung at anytime, at least for 14nm products. Not sure about 12nm though, since that seems to be a Globalfoundries specialty.

GF licensed the Samsung 14NM LPP process after failing at developing their own
This exactly proves my point that Samsung 7nm is also in trouble.

Weird conclusion. Samsung said already that they will be later than TSMC with their 7nm process. There is a difference between Samsung 7nm and TSMC 7nm though, since TSMC still uses immersion lithography where Samsung was fully betting on EUV, which would have made their 7nm process the denser one. We all know how difficult EUV seems to be.

Samsung also announced a 8nm process flavor, which may be similar to TSMC 7nm (now, the confusion with these arbitrary nm figures is complete). In any case it seems that Samsung is going to be late. Nevertheless, when they ramp up, they can take orders that were initially from Globalfoundries and competition between TSMC and Samsung is good for customers and will keep prices in check. Good for AMD.

Ah, could you come up with your yield figures for Intel 10nm, please?

Only TSMC is left, they are 80% apple for capacity, rest of 20% between qcom, amd etc. Now I dont know if TSMC has shipped 7nm part or have a test chip, god only knows

Where exactly do you take the data about capacity from? Made it up?

According to this offical statement from AMD, they are still sticking to their schedule for late this year, have already taped out multiple 7nm designs at TSMC and have already received samples of good quality:

AMD’s next major milestone is the introduction of our upcoming 7nm product portfolio, including the initial products with our second generation “Zen 2” CPU core and our new “Navi” GPU architecture. We have already taped out multiple 7nm products at TSMC, including our first 7nm GPU planned to launch later this year and our first 7nm server CPU that we plan to launch in 2019. Our work with TSMC on their 7nm node has gone very well and we have seen excellent results from early silicon. To streamline our development and align our investments closely with each of our foundry partner’s investments, today we are announcing we intend to focus the breadth of our 7nm product portfolio on TSMC’s industry-leading 7nm process. We also continue to have a broad partnership with GLOBALFOUNDRIES spanning multiple process nodes and technologies. We will leverage the additional investments GLOBALFOUNDRIES is making in their robust 14nm and 12nm technologies at their New York fab to support the ongoing ramp of our AMD Ryzen, AMD Radeon and AMD EPYC processors. We do not expect any changes to our product roadmaps as a result of these changes.

We'll know by the end of the year what is true and what not.