ShintaiDK
Lifer
- Apr 22, 2012
- 20,378
- 145
- 106
From AT's article, this should be quite clear for anyone who has paid attention to AMD & Glofo for the past several years.
In the last financial, AMD had to pay GloFo for un-used wafers due to their contracts. With APUs not being able to keep up in volume, AMD needs dGPU chips being made from GloFo.
The question would be why they would source from TSMC..
With Samsung touting their alternate process, 14ff enhanced power node, clock speed or high TDP GPU is a non-issue.
Thus, the logical answer would be GloFo is incapable of producing a big die on 14ff with decent yields.
But why would TSMC be any better at it? There's rumbling from unhappy SOC customers that their small dies aren't yielding well on TSMC 16nm ff...
Add two together, the big-chip next-gen sounds like a long way away.
I think you had too much Samsung/GloFo KoolAid
Everyone in the industry is going towards TSMC for 16FF+. Its easy to see on the customer amounts. But it will be very obvious later in 2016.