AMD and NVIDIA, two giants in the world of technology, ordered chipmasters TSMC to order new generation chips. The two companies filled the full capacity of TSMC and opened with coronavirus.
At the time when coronavirus adversely affected the whole business world AMD and NVIDIAhad the perfect opportunity to invest. Both companies produce their own chips. TSMC (Taiwan Semiconductor Manufacturing Company) ordered new chips.
According to the news of Digitimes, one of the most reliable sources in Taiwan, NVIDIA and AMD are at TSMC production capacity will not leave the gap He ordered. According to the news, TSMC will also be positively affected by this order. As a result of sudden orders coming from AMD and NVIDIA in the first half of the company in 2020 a solid income expected to have increased.
AMD and NVIDIA are making all preparations:
NVIDIA has not produced a flagship chip since September 2018. Of course, there is a very strong and right guess in this regard. According to this estimate, NVIDIA is actually 7 nm architecture had expected it to be ready for high performance graphics cards. Finally, with the new generation architecture of NVIDIA, which makes sudden orders a great exit is expected to catch up.
Since neither NVIDIA nor AMD had a factory to produce their own chips, they were actually adjusting their production to the free capacity available in TSMC, but this capacity was previously the biggest customer of TSMC. Apple used by. With the advent of the coronavirus, Apple reduced its production at TSMC and as a result, other companies were opened.
It is also said that the capacity opened in TSMC is not opened only for this reason. According to Digitimes news, Apple is in the second half of 2020 5 nm architecture will switch; In this way, AMD and NVIDIA will have more space. As a result, AMD has biggest 7 nm client It would be.
According to rumors, the first Mac model with ARM processor will arrive in 2021
Today, among the biggest 7 nm architecture customers above AMD the Hisilicon and Qualcomm AMD is aiming to leave both names behind in the second half with the momentum it has gained. Whatever the result, we can say that AMD and NVIDIA have taken a very important step today to be ready when it comes.