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AMD "will have more demand than we have capacity" for 7nm says GlobalFoundries

GlobalFoundries will tape out their first 7nm AMD processor this year

AMD

AMD "will have more demand than we have capacity" for 7nm says GlobalFoundries

In a recent report from EE Times, we found an interesting quote from GlobalFoundries' Chief Technologist Gary Patton, delivering some much-needed insight into AMD's future.

We already know that AMD is working on 7nm products for both their CPU and GPU lineups, with EE Times claiming that GlobalFoundries is set to tape out their first 7nm processors in 2018. This product is likely to be AMD's Zen 2, Ryzen 3000 series, product. 

Patton is quoted as stating that "[AMD] will have more demand than we have capacity" for 7nm, with EE Times reporting that GlobalFoundries has made their 7nm pitches and SRAM cells similar to TSMC to let AMD's design teams use both foundries. 

What this means is that AMD could, in theory, make Zen 2/Ryzen 3rd Generation products using both TSMC and GlobalFoundries, creating a situation where one foundry could produce better CPUs than the other.  One manufacturer could produce higher clocking chips than the other, adding another layer to the "silicon lottery" for buyers. 

While this is an exciting prospect, AMD is already known to have created their 7nm Vega silicon on TSMC's 7nm process, making it more likely that AMD will be using TSMC on the GPU-side and GlobalFoundries on the CPU side. The question is where AMD will produce their 7nm Ryzen APUs?  This is where the split is likely to occur on the CPU side. 

AMD would only create the same product on both TSMC and GlobalFoundries' competing manufacturing process if they had no other option. Using TSMC for GPUs will reduce the load on GlobalFoundries' 7nm manufacturing capabilities significantly, so there is no reason to believe that AMD's main series Zen 2/Ryzen 3rd Gen processors will be coming from both fabs. 


AMD

 

AMD has already confirmed that they will be sampling their 7nm Zen 2 processors later this year, making it likely that AMD plans to launch their Zen 2 architecture "Ryzen 3rd Generation" in early 2019. 

You can join the discussion on GlobalFoundries' claims that AMD "will have more demand than we have capacity" for 7nm on the OC3D Forums

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Most Recent Comments

29-05-2018, 14:03:19

NeverBackDown
Well at least we would know higher prices would be due to supply rather than fixed pricing...Quote

29-05-2018, 17:04:00

TheF34RChannel
Quote:
Originally Posted by NeverBackDown View Post
Well at least we would know higher prices would be due to supply rather than fixed pricing...
Perhaps, and yet I do expect AMD to become more expensive simply because they have a nice product that is worth the money. They made a nice cheap entry price and soon it'll be time to sell at more appropriate prices alongside Intel's.Quote

29-05-2018, 18:44:06

cj09bruno
Quote:
Originally Posted by TheF34RChannel View Post
Perhaps, and yet I do expect AMD to become more expensive simply because they have a nice product that is worth the money. They made a nice cheap entry price and soon it'll be time to sell at more appropriate prices alongside Intel's.
i don't think they will do that with zen 2, amd is in a favorable situation, but they are no fools they know intel is huge and is already investing on multi die approaches to design which means amd needs to gain as much market share as they can while they have the tech advantage because after that they will be back to fighting an uphill battleQuote

30-05-2018, 05:10:29

aliquis
Quote:
Originally Posted by cj09bruno View Post
i don't think they will do that with zen 2, amd is in a favorable situation, but they are no fools they know intel is huge and is already investing on multi die approaches to design which means amd needs to gain as much market share as they can while they have the tech advantage because after that they will be back to fighting an uphill battle
AMD doesn't have a tech advantage as is. It's much better than FX though and also cost much more.

Maybe Zen2 will have a lead. Prices are already very similar so who knows in that case.Quote
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