The release of game consoles severely limited TSMC's capabilities

The release of game consoles severely limited TSMC's capabilities
AMD's rare quarterly report dispenses with questions about the lack of production capacity addressed to the company's management. The presence of a shortage of 7-nm components is discussed reluctantly by the head of AMD, Lisa su tries to inspire the interlocutors with the idea that together with TSMC, the company keeps everything under control. Independent sources say that in this regard, not everything is so good.

The Taiwanese publication Commercial Times found out through its channels that TSMC's production capacity for 5-nm and 7-nm products in the fourth quarter will be 100% loaded. If we talk about the 5-nm process separately, Apple has now managed to take all TSMC quotas, since orders for Huawei are no longer being fulfilled. By the end of the quarter, TSMC can produce about 150 thousand silicon wafers with 5-nm Apple A14 processors. Approximately 18 thousand silicon wafers will be used on the 5-nm Apple M1 processor, which will be used by new computers of the brand.

Related orders for the production of Qualcomm Snapdragon x55 modems, which allow Apple's next-generation devices to work in 5G networks, are also being fulfilled by TSMC, but using a more Mature 7-nm process. However, the scale of Apple's production allowed Qualcomm to become the largest consumer of 7-nm TSMC products in the fourth quarter.

AMD, in preparation for the announcement of new Sony and Microsoft game consoles, had to increase the volume of orders for the production of 7-nm chips by 15%, but as can be seen from the situation in retail, this did not help to avoid a deficit. In fact, as explained by Taiwanese sources, AMD has reached the ceiling of its quota for the production of 7-nm products, of the 150 thousand silicon wafers intended for it in the fourth quarter, only 20% will contain Ryzen 5000 CPUs and Radeon RX 6000 GPUs. The remaining quota of 120,000 silicon wafers will be used to serve the needs of game console manufacturers.

It is easy to understand that in such conditions, you do not have to rely on the wide availability of Ryzen 5000 CPUs or AMD Radeon RX 6000 video cards. Most likely, AMD will try to increase the quotas for the release of 7-nm products, but the problem can not be solved immediately, and the holiday season, favorable for sales of game components, will end quickly enough. On the other hand, the pandemic has disrupted all seasonal events, so the demand for gaming solutions may remain high in the next half of the year.
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