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TSMC Trembles Under 7 nm Product Orders, Increases Delivery Lead Times Threefold

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rjohnson11
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2019/09/17 09:49:28 (permalink)
https://www.digitimes.com/news/a20190917VL203.html
 
TSMC is on the vanguard of chipset fabrication technology at this exact point in time - its 7 nm technology is the leading-edge of all large volume processes, and is being tapped by a number of companies for 7 nm silicon. One of its most relevant clients for our purposes, of course, is AMD - the company now enjoys a fabrication process lead over arch-rival Intel much due to its strategy of fabrication spin-off and becoming a fabless designer of chips. AMD's current product stack has made waves in the market by taking advantage of 7 nm's benefits, but it seems this may actually become a slight problem in the not so distant future.

TSMC has announced a threefold increase in its delivery lead times for 7 nm orders, from two months to nearly six months, which means that orders will now have to wait three times longer to be fulfilled than they once did. This means that current channel supplies and orders made after the decision from TSMC will take longer to materialize in actual silicon, which may lead to availability slumps should demand increase or maintain. AMD has its entire modern product stack built under the 7 nm process, so this could potentially affect both CPUs and GPUs from the company - and let's not forget AMD's Zen 3 and next-gen RDNA GPUs which are all being designed for the 7 nm+ process node. TSMC is expected to set aside further budget to expand capacity of its most advanced nodes, whilst accelerating investment on their N7+, N6, N5, and N3 nodes.
 
Personally I think TSMC should expand their company to accommodate this maximum demand.  

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    aka_STEVE_b
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    Re: TSMC Trembles Under 7 nm Product Orders, Increases Delivery Lead Times Threefold 2019/09/17 10:15:39 (permalink)
    ..or they are just saying that as a bargaining chip for a better cut of their contract  %%  

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    Cool GTX
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    Re: TSMC Trembles Under 7 nm Product Orders, Increases Delivery Lead Times Threefold 2019/09/17 12:05:47 (permalink)
    sounds like yield issues ... 3X lead time increase - that is a very large jump - will probably increase the Retail price of products

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    GTXJackBauer
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    Re: TSMC Trembles Under 7 nm Product Orders, Increases Delivery Lead Times Threefold 2019/09/17 14:32:07 (permalink)
    Wow, that's not good, especially for AMD since they went all in on 7nm all around. 
     
    I still don't understand how a company like TSMC not being able to resolve an issue like this.  Do they not forecast any of this or this another ploy to jack up pricing?  Surely seems like the trend out there...so much for cheap labor = lower pricing.  

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    MasterMiner
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    Re: TSMC Trembles Under 7 nm Product Orders, Increases Delivery Lead Times Threefold 2019/09/17 17:33:50 (permalink)
    Culturally, Intel would never embrace a “fabless” future. And given geopolitics the way things are now that’s even more so. Ditto IBM, or TI...

    Fabless = cutting edge
    Integrated = national security

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    Bruno747
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    Re: TSMC Trembles Under 7 nm Product Orders, Increases Delivery Lead Times Threefold 2019/09/17 20:26:04 (permalink)
    GTXJackBauer
    Wow, that's not good, especially for AMD since they went all in on 7nm all around. 
     
    I still don't understand how a company like TSMC not being able to resolve an issue like this.  Do they not forecast any of this or this another ploy to jack up pricing?  Surely seems like the trend out there...so much for cheap labor = lower pricing.  


    I imagine this is more of an issue with them being the only real 7nm players than them trying to jack up prices.

    They probably just keep commiting to make things without additional Fab space and now they have a backlog of orders a mile long.

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    RainStryke
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    Re: TSMC Trembles Under 7 nm Product Orders, Increases Delivery Lead Times Threefold 2019/09/17 21:07:24 (permalink)
    AMD has been pretty transparent about their new releases, for example... putting their Ryzen 9 3950X on the website months before it's release. I highly doubt they have anything better than the RX 5700 XT coming out anytime soon. With Nvidia partnering up with Samsung for their next set of GPU's... i'm sure they will have the supply to meet the demand. I'm glad AMD is getting back into this, but they still have some climbing to do. 

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    kougar
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    Re: TSMC Trembles Under 7 nm Product Orders, Increases Delivery Lead Times Threefold 2019/09/18 00:46:09 (permalink)
    TSMC has a fixed amount of 7nm fab capacity, it's just fact. Don't forget AMD switched its fabrication orders away from Glofo to TSMC, so now we have increased demand just when AMD needs all those Zen cores in large volume. 
     
    Fabs can't be built overnight, and I"m not sure how many people expected GloFo to completely abandon its 7nm & future plans altogether last year. The number of cutting edge node fab plants shrinks every year, or at least the number of companies still offering them. 


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