Do you have a source for any of this?
Digitimes => Apple orders 40,000-45,000 for Q1
Digitimes => Apple orders 20,000/5,000-6,000 for Q4
Chainnews and was validated => AMD orders 60,000 for Q2
udn and others also validated => AMD orders 90,000 for Q4+
On the TSMC N5 production numbers it is on anandtech and another place that OIP did.
September 2019 is when they started going from some wafers to 50,000 wafers. The same ramp that N7 did within three months for its ramp to 50,000 wafers.
Perception of TSMC's timetable of N5 is skewed. They think TSMC just started SRAM chips last year.
1Q2017 => "Now N5. ... Functional SRAM in our test vehicle has already been established."
2Q2017 => "Our 5-nanometer technology development is well on track, already with SRAM functional yield."
3Q2017 => "The world's first NXE:3400 EUV scanner has been released to production in our fab and has produced the best CD control, overlay and SRAM yield on our N5 technology. We have run over 1,000 backend yield trial lots of N5 with EUV and its yield is better than N7 at the same stage of our development."
4Q2017 => "Our N5 technology development is well on track for 1Q 2019 risk production. We already achieved good SRAM yield. Device development is also well on plan. Progress on both are similar to our N7 to the same development stage. N5 customer testchips are already running in our fab. We also made significant progress in improving EUV capability and the manufacturability. We have been consistently demonstrating high yield on N7+ and N5 development lots."
1Q2018 7nm+ break => "Since we maximize design rule compatibility between N7 and N7+, our customer can minimize the IP porting effort"
1Q2018 => "At N5, with more extensive use of EUV, we have obtained consistent double-digit yield on 256-megabit SRAM as well as our larger testchip."
2Q2018 => "Our 5-nanometer technology, N5 is progressing well. The 256 megabits SRAM yield is 1 quarter ahead of schedule, and the device performance is well on track."
3Q2018 => "Our N5 technology development is on schedule. We have completed the design solution development and are ready for customers' design start."
4Q2018/1Q2019 => Don't worry about it, it is pretty bland.
2Q2019 => "Our N5 technology has already entered risk production in first quarter. Customer takeout activity are underway"
Rest of it moves to N3 definition, etc.