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