N5 is being used by Apple since 2? years now. It's well known and understood.
They don't need to, but when you can get ahead of Intel significantly (especially in APUs) why throw away that possibility?
The yields are high on 5nm, that is part of the rumors if you haven't noticed.
Prices being...
AMD never said ZEN3 will only be on 7nm. Also this was before the Huawei decision, which is the whole basis for the possibility to switch to 5nm earlier. (Together with the growing demand for 7nm capacity (Nvidia, Intel ...))
Theory:
AMD needs a reliable Server CPU schedule, therefore they...
There is no need for the U.S. to cut off TSMC.
Taiwan (and therefore TSMC) 's life / existance depends on the U.S. politically / military protecting it against china. And no other investors / countries can take over that job.
TSMC following U.S. orders to stop suplying Huawei is an example...
Preventing leaks for a new chip typically means either:
A: Preventing a demand-drop for the current generation from customers realizing they are buying soon outdated products.
B: Preventing the competition from using that information to react to the new products early.
A (Demand-drop) I don't...
Intels biggest problem is their process node development, Keller can't really help there.
This manufacturing problem resulted in capacity problems, delayed rollout of new microarchitecture and higher core counts and indirectly a demand spike during a capacity crysis. (Yes, there is also a "minor...
If the 5nm rumors are wrong (still not sure ...) who else is taking up the capacity (5nm and other processes)?
We are talking serious business here:
https://asia.nikkei.com/Spotlight/Huawei-crackdown/TSMC-halts-new-Huawei-orders-after-US-tightens-restrictions
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