- Apr 11, 2004
AMD has traditionally been exactly 1 year behind Apple's adoption of the newest node. This is not new.AMD has not exactly been an early adopter of TSMC's processes, so I doubt many were expecting N3 CPUs from them in 2023 regardless of whether they started N3 mass production in Q3 or Q4 of this year.
Apple itself has been doing tick-tock on nodes/arch since the A4. The longest they stay on any one node for new iPhone generations has been two years. They have done moves to enhanced versions of nodes in less than one year before as well, like 20nm->16nm which is the same node + FinFet in TSMC/Samsung speak. It is really an enhanced 20nm.
This would be just like the rumored 'N5->N4' move. N4 is just an enhanced N5. But that is one year to the next. They have always gone to a major new node every 2 years.
Until this year. This will be the 3rd year Apple is using the same node, for the first time, ever.
But yeah, everything is fine, TSMC can do no wrong, Intel will never catch them, and so on and so forth.
I am just here to see how the cognitive dissonance plays out.
And for reference :
To that end, we estimate Intel 4 at 123.4 MTr/mm², 2.04x from 60.5 MTr/mm² in Intel 7. Our data for TSMC N5 is very much incomplete but our rough estimates based on known pitches put their HP library at 94.85 MTr/mm². Based on most of the recent publically available foundry data, Intel 4 HP cells appear denser than TSMC N5 HP and are likely closer to or better than TSMC N3 HP cells and denser than Samsung’s 3GAE.