- Sep 18, 2011
TSMC can't cancel accepted orders unless the customer fails to pay. However, they can stop accepting purchase orders which equates to a cancellation.You're directly implying that TSMC won't fab for AMD in the future, if AMD's architecture designs aren't up to TSMC (as a CPU customer) wishes.
The chiplet design at AMD benefits AMD more than TSMC. Which can mean TSMC is losing non-chiplet levels of revenues from AMD. So, TSMC benefits from getting processors that assist in the push towards smaller nodes(Like, 5nm's SiGe/t-Si PMOS/NMOS and Graphene-caps in BEOL). AMD benefits as they don't have to buy a fixed amount of wafers from TSMC. Supporting GlobalFoundries is also a big no-no for TSMC, but it can be overlooked if they get "first" status.You are basically implying a severely unequal relationship here, with TSMC benefiting far more than AMD.