- Feb 2, 2009
AMD has partnership with TSMC as long as NVIDIA has, also AMD has way more volume than NVIDIA. Just add CPUs, GPUs and consoles and you have more than double the wafer volume than NVIDIA.You are so far off the mark man. NVIDIA created a custom 12nm node with TSMC, you think they ignore 7nm just like that? They have a deep and old partnership with TSMC, much stronger than AMD. And they ship more products, So TSMC gives them priority. Just like Apple.
NVIDIA probable created the 12nm because they wouldnt have enough 7nm volume in 2018-2019 because AMD probable knew a lot earlier that GF 7nm will not go in to production. So it seems that AMD clearly booked a lot of 7nm capacity early for 2018-2019 leaving NVIDIA out.
NV will eventually have 7nm products but later than AMD. What is not know as of today is if AMD will have any consumer 7nm products earlier than NVIDIA. They may release VEGA 20 and EPYC 2 earlier than any 7nm NVIDIA product but they may not release any consumer based GPUs at 7nm earlier than NVIDIA.
But for 2018 and 2019 AMD will still have production in GF at 12nm for CPUs (RYZEN 2) and APUs RR 12nm. Also some of the GPUs may transfer to 12nm at GF later in the year if they see they need more volume.
As for Intel, they are still going to have to fight with 14nm Server SKUs against 7nm EPYC 2 in 2019. Also with current GF news it seems that RYZEN 3 will also come from TSMC 7nm so again in desktop Intel will also face a tough competition and still have to fight with only 14nm again.