In a nutshell: Up till now, TSMC has equipped chips to AMD for all its processors. Now analysts at J.P. Morgan think relating to the next era of AMD Chromebooks could per chance swap to Samsung’s semiconductor node a minimal of thru 2022. The remaining chip manufacturing for 2022 and 2023 could per chance additionally merely silent silent determine on TSMC.
On Tuesday, somebody leaked through Twitter about a web divulge and a half of of a J.P. Morgan inside of prognosis paper issued remaining week. The excerpt covers the company’s predictions on how firms like Intel, Nvidia, and AMD will compose a replacement from TSMC and Samsung for their nodes over the next couple of years.
The prognosis projects AMD’s subsequent spherical of Chromebook CPUs will teach Samsung’s 4nm node, whereas AMD’s present Ryzen 3000 variations teach TSMC’s 12nm process. The likely motive is TSMC is currently working beneath miniature manufacturing skill. So a minimal of for 2022, Samsung will provide chips for Chromebooks. For 2023 and 2024, AMD could per chance teach Samsung for a pair of of its graphics playing cards.
TSM | JP Morgan analysis Chubby prognosis provides replacement clues to the opposite firms’ doable plans.$TSM $AAPL $QCOM $INTC $NVDA $AMD pic.twitter.com/HY7sIDNcIT
— Marc Moeldner (@MarcTheShark83) December 7, 2021
Nonetheless, that remaining order is an outlier within the picture. Analysts at J.P. Morgan predict most tech firms to verify on TSMC, including AMD. The company expects Group Red to stay to TSMC for desktop, cell, and server processors. Additionally, Nvidia could per chance additionally merely return to TSMC for the next era of RTX GPUs after the teach of Samsung’s 8nm node for the 30 series.
In 2023, Intel could per chance additionally outsource some GPU and I/O tiles, along with an FPGA chip, to TSMC. Analysts predict Qualcomm will get TSMC for its flagship processors, starting with a novel model of the Snapdragon 8 Gen 1 within the 2d half of of 2022 and persevering with into its 2023 flagships, but beyond that, it is far unclear.
